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. Related Content 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. Critical Estate Documents Sound estate management includes creating financial and healthcare documents. Here's an inside look. Retirement Realities Many pre-retirees can become focused on the “ideal” retirement, but turning that dream into a reality can be tricky.