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 Money Draining Food Myths These food myths will really put a drain on your wallet. When Life Insurance Becomes Taxable Life insurance proceeds are generally tax-free. But not in all cases. Personal Finance Calendar Use this handy calendar to remember the year’s most important financial dates.