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 5 Smart Investing Strategies Getting what you want out of your money may require the right game plan. Investment Challenges of the Affluent Investor Affluent investors face unique challenges when putting together an investment strategy. Make sure you keep these in mind. Split Annuity Strategy Here's one strategy that combines two different annuities to generate income and rebuild principal.