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 Split Annuity Strategy Here's one strategy that combines two different annuities to generate income and rebuild principal. 9 Facts About Retirement Regardless of how you approach retirement, there are some things about it that might surprise you. A Brief History of Estate Taxes Federal estate taxes have long since been a lucrative source of funding for the federal government.