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 The Junk Drawer Approach to Investing It's easy to let investments accumulate like old receipts in a junk drawer. What's My Potential Estate Tax? This calculator helps estimate your federal estate tax liability. When Life Insurance Becomes Taxable Life insurance proceeds are generally tax-free. But not in all cases.