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. What Can a Million Dollars Buy You? $1 million in a diversified portfolio could help finance part of your retirement. Why Everyone Needs an Estate Strategy Do you have an estate strategy? You should.