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 The Wild West of Data Theft Learn about cyber liability insurance in this entertaining video. Rebalancing Your Portfolio Over time, different investments' performances can shift a portfolio’s intent and risk profile. Rebalancing may be critical. Systematic Withdrawals in Retirement Taking regular, periodic withdrawals during retirement can be quite problematic.