It May Be Time for a Financial Checkup It’s never a bad time to speak with your financial professional about changes in your situation. Share | Have A Question About This Topic? Name Email Address Message Thank you! Oops! Related Content Dreaming Up an Active Retirement When you retire, how will you treat your next chapter? Taxable vs. Tax-Deferred Savings Use this calculator to compare the future value of investments with different tax consequences. The Junk Drawer Approach to Investing It's easy to let investments accumulate like old receipts in a junk drawer.