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 How to Conquer the World - 5 Financial Strategies for Savvy Learn more about women taking control of their finances with this infographic. Estimate Your RMD Help determine the required minimum distribution from an IRA or other qualified retirement plan. Your Shifting Risk Tolerance Time and market performance may subtly and slowly imbalance your portfolio.