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. Related Content Investment Strategies for Retirement Investment tools and strategies that can enable you to pursue your retirement goals. Healthcare Costs in Retirement Without a solid approach, health care expenses may add up quickly and potentially alter your spending. What's So Great About a Rollover? Making a career move requires tough decisions, not the least of which is what to do with the funds in your retirement plan.