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 How Financial Decision-Making is Like Camping It takes a plan to be successful when you head into the wilderness. Your finances are no different. When Life Insurance Becomes Taxable Life insurance proceeds are generally tax-free. But not in all cases. A Taxing Story: Capital Gains and Losses Understanding how capital gains are taxed may help you refine your investment strategies.