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 Charitable Giving: Smart from the Heart Do you have causes that you want to support with donations? When Life Insurance Becomes Taxable Life insurance proceeds are generally tax-free. But not in all cases. The 12 Steps to Living Confidently: How to Cut Your Expenses The advice about cutting expenses makes it sound downright unappealing. No wonder many of us haven’t learned to finance well.