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 Inflation and Your Portfolio Even low inflation rates can pose a threat to investment returns. Defining Your Priorities Achieving a long-term goal, like retirement, starts by taking small actions today. Taxable vs. Tax-Deferred Savings Use this calculator to compare the future value of investments with different tax consequences.