It May Be Time for a Financial Checkup Retirement Is Right Around the Corner In this ebook, we share some retirement considerations as you round the corner toward this exciting milestone. First Name Last Name Email Address Thank you! Oops! 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 Revising Estate Strategy Assumptions Estate tax exemptions rules appear to be stabilizing, prompting many to reconsider conventional estate strategies. Year-End Charitable Gifting and You This article may help you maximize the benefits of your donation for your chosen charity. Volunteering in Retirement For many, retirement includes contributing their time and talents to an organization in need.