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 Budget Check Up: Tax Time Is the Right Time Tax preparation may be the perfect time to give the household budget a check-up. 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.