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 Question Thank you! Oops! Related Content Does Your Portfolio Fit Your Retirement Lifestyle? Lifestyle considerations in creating your retirement portfolio. Problems with Probate Probate can be a completely public process, or it can be managed to include as little information as possible. What Is My Risk Tolerance? This questionnaire will help determine your tolerance for investment risk.