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 What Is My Current Cash Flow? Assess whether you are running “in the black” or “in the red” each month. When Life Insurance Becomes Taxable Life insurance proceeds are generally tax-free. But not in all cases. Trends in Charitable Giving Some people may want a more advanced gifting strategy that can maximize their gift and generate potential tax benefits.