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 The 12 Steps to Living Confidently: How to Cut Your Expenses The advice about cutting expenses makes it sound downright unappealing. No wonder many of us haven’t learned to finance well. Retirement Income and the Traditional Portfolio Experiencing negative returns early in retirement can potentially undermine the sustainability of your assets. Retirement Victory Lap A confident retirement begins with a plan.