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 When Life Insurance Becomes Taxable Life insurance proceeds are generally tax-free. But not in all cases. 5 Smart Investing Principles Principles that can help create a portfolio designed to pursue investment goals. Working With A Financial Professional A financial professional is an invaluable resource to help you untangle the complexities of whatever life throws at you.