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 | Related Content Think of Retirement in Terms of Monthly Income When you think of planning for retirement, like most individuals, you probably visualize a number. The reality is that most individuals think in terms of an account balance at retirement. Did Father Know Best About Financial Decision-Making? “Listen, money doesn’t grow on trees.” Retirement Questions That Have Nothing to Do With Money Things to consider before retirement.