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 Managing Your Lifestyle Using smart management to get more of what you want and free up assets to invest. Does Your Portfolio Fit Your Retirement Lifestyle? Lifestyle considerations in creating your retirement portfolio. Social Security Benefits: How Much Will I Receive Calculating your potential Social Security benefit is a three-step process.