Timing Your Retirement This short video illustrates why knowing when to retire can be a crucial part of your strategy. Share | Have A Question About This Topic? Name Email Address Question Thank you! Oops! Related Content Pay it Forward: Financial Wellness for Employees Are your employees experiencing financial stress? To answer this question, companies are increasingly offering financial wellness training to employees. Building Your Legacy A four-step framework for building a personal legacy. When Life Insurance Becomes Taxable Life insurance proceeds are generally tax-free. But not in all cases.