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 to Read Your Credit Report Solve a mystery while learning how important your credit report is with this story-driven interactive. When Life Insurance Becomes Taxable Life insurance proceeds are generally tax-free. But not in all cases. Counteracting Capital Gains with Tax-Loss Harvesting You may have heard the phrase "tax-loss harvesting." A financial professional may be able to provide some guidance.