Social Security: By the Numbers Here are five facts about Social Security that might surprise you. Related Content Estate Management 101 A will may be only one of the documents you need—and one factor to consider—when it comes to managing your estate. When Life Insurance Becomes Taxable Life insurance proceeds are generally tax-free. But not in all cases. Saving Early & Letting Time Work For You The earlier you start pursuing financial goals, the better your outcome may be.