5 Smart Investing Principles The slideshow presentation that you would like to view is too large for your current screen resolution. Click here to view to view the slideshow at full resolution. Launch Presentation » Have A Question About This Topic? Name Email Address Question Thank you! Oops! Related Content Working With A Financial Professional A financial professional is an invaluable resource to help you untangle the complexities of whatever life throws at you. When Life Insurance Becomes Taxable Life insurance proceeds are generally tax-free. But not in all cases. Perception vs. Reality There’s an alarming difference between perception and reality for current and future retirees.