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 Rebalancing Your Portfolio Over time, different investments' performances can shift a portfolio’s intent and risk profile. Rebalancing may be critical. Changing Unhealthy Behaviors Five phases to changing unhealthy behaviors. Where Will Your Retirement Money Come From? Retirement income may come from a variety of sources. Here's an overview of the six main sources.