Working With A Financial Professional A financial professional is an invaluable resource to help you untangle the complexities of whatever life throws at you. Have A Question About This Topic? Name Email Address Message Thank you! Oops! Related Content Helpful Retirement Strategies for Women Learn how to address the challenges that women face when planning for retirement. How Income Taxes Work A quick look at how federal income taxes work. When Life Insurance Becomes Taxable Life insurance proceeds are generally tax-free. But not in all cases.