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 Estimate Your Health Care Costs in Retirement Studies show that health care concerns are the top of the list for Americans planning their retirements. Principles of Preserving Wealth How federal estate taxes work, plus estate management documents and tactics. You May Need to Make Estimated Tax Payments If… Have income that isn’t subject to tax withholding? Or insufficient withholdings? You may have to pay estimated taxes.