Financial Health

By Jim Terwilliger On May 27, President Trump signed the CARES (Coronavirus Aid, Relief, and Economic Security) Act of 2020,

By Jim Terwilliger These past several months are unprecedented in modern times. The COVID-19 health crisis came out of nowhere

‘New legislation will have a significant impact on everyone who has a 401(k), IRA or any similar employer retirement plan.’

By Jim Terwilliger The federal government always keeps us on our toes. Calendar/tax year 2020 is no exception. Most of

By Jim Terwilliger Continued from last issue In a previous column, we explored the concepts of volatility and sequence-of-returns as

By Jim Terwilliger Most investors are familiar with the concept of volatility. But many are not acquainted with the associated

By Jim Terwilliger One would think that by the time you reach retirement, your income tax picture would be simpler.

By Jim Terwilliger In past columns, we frequently extolled the virtues of the Roth IRA. Congress did us a big

By Jim Terwilliger Reminiscent of the 1970s hit tune by Fleetwood Mac, “Go Your Own Way,” New York has decided

Most of the numbers that impact our tax and retirement planning lives are different this year By Jim Terwilliger We

By Jim Terwilliger Divorce is tough enough. Dealing with retirement plans during and following a divorce adds an extra degree