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 » Share | Have A Question About This Topic? Name Email Address Question Thank you! Oops! Related Content Estate Management Checklist Is your estate in order? This short quiz may help you assess your overall strategy. When Life Insurance Becomes Taxable Life insurance proceeds are generally tax-free. But not in all cases. Asset Allocation Consider how your assets are allocated and if that allocation is consistent with your time frame and risk tolerance.