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 Tax Efficiency in Retirement What role would taxes play in your investment decisions? Tax Freedom Day Assess how many days you'll work to pay your federal tax liability. Supplementing Retirement Income with Whole Life Whole Life insurance can add to your retirement income and allow you to live confidently.