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 Question Thank you! Oops! Related Content 5 Smart Investing Principles Principles that can help create a portfolio designed to pursue investment goals. A Bucket Plan to Go with Your Bucket List Longer, healthier living can put greater stress on retirement assets; the bucket approach may be one answer. Investing with Your Heart For some, the social impact of investing is just as important as the return, perhaps more important.