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 Long-Term-Care Protection Strategies The chances of needing long-term care, its cost, and strategies for covering that cost. Retirement Plan Choices for Small Businesses Retirement choices can be intimidating. Picking the right strategy. 3 Ways to Save Without Tax Deferral Tax deferral versus tax-efficient vehicles like Roth 4019k)s, Roth IRAs and Life Insurance.