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 Retirement Questions That Have Nothing to Do With Money Things to consider before retirement. Investment Challenges of the Affluent Investor Affluent investors face unique challenges when putting together an investment strategy. Make sure you keep these in mind. Your Changing Definition of Risk in Retirement A change in your mindset during retirement may drive changes to your portfolio.