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 Who's On Your Financial Dream Team? On a team, all players count, but some key positions are more critical to success. Estimate Your RMD Help determine the required minimum distribution from an IRA or other qualified retirement plan. Asset Protection What it is and why it matters Asset protection is about having strategies to help protect personal assets and reduce risk if things go wrong.