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 Social Security Benefits: How Much Will I Receive Calculating your potential Social Security benefit is a three-step process. When Life Insurance Becomes Taxable Life insurance proceeds are generally tax-free. But not in all cases. Diversification, Patience, and Consistency Three important factors when it comes to your financial life.