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 Contributing to an IRA? Determine if you are eligible to contribute to a traditional or Roth IRA. Inflation and the Real Rate of Return Learn about the role of inflation when considering your portfolio’s rate of return with this helpful article. Social Security: The 64,000 Dollar Question One of the most common questions people ask about Social Security is when they should start taking benefits.