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 Message Thank you! Oops! Related Content An Inside Look at Retirement Living A number of questions and concerns need to be addressed to help you better prepare for retirement living. When Life Insurance Becomes Taxable Life insurance proceeds are generally tax-free. But not in all cases. Investment Challenges of the Affluent Investor Affluent investors face unique challenges when putting together an investment strategy. Make sure you keep these in mind.