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 Investment Strategies for Retirement Investment tools and strategies that can enable you to pursue your retirement goals. Annuity Comparison This calculator compares a hypothetical fixed annuity with an account where the interest is taxed each year. Why Regular Rebalancing Makes Sense Without your knowing, your investment portfolio could be off-kilter.