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 Asset and Account Consolidation for Your Estate Investment account consolidation is important to consider for estate planning. Social Security Benefits: How Much Will I Receive Calculating your potential Social Security benefit is a three-step process. Top Tips for a Retirement Tailgate The majority of U.S. workers retire at age 63. Do you want to leave the game earlier? Or play longer?