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Financial Health

Financial Health
Columnists Financial Health 

Important News for New York State Taxpayers

February 20, 2019 admin

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

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Financial Health
Columnists Financial Health 

New Numbers for a New Year

December 22, 2018 admin

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

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Financial Health
Columnists Financial Health 

Managing Retirement Plans During, Following a Divorce

October 18, 2018October 18, 2018 admin

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

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Financial Health
Columnists Financial Health 

Watch out for Retirement Income Tax Traps

August 18, 2018 admin

By Jim Terwilliger Benjamin Franklin hit the nail on the head when he was quoted “…nothing can be said to

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Financial Health
Columnists Financial Health 

Help Fund Your Grandchildren’s College Education

June 18, 2018June 18, 2018 admin

By Jim Terwilliger Believe it or not, students and their families are looking at $250K to $300K to fund four

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Financial Health
Columnists Financial Health 

How Charitable Giving Is Impacted by the Tax Reform

April 25, 2018April 25, 2018 admin

By Jim Terwilliger Last issue, we reviewed many of the provisions in the new federal legislation relating to personal income

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Financial Health
Columnists Financial Health 

Lots of Changes in the New Tax Cuts and Jobs Act

February 16, 2018February 16, 2018 admin

By Jim Terwilliger It will be some time before the dust finally settles on the new federal tax legislation. While

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Financial Health
Columnists Financial Health 

Required Minimum Distributions for Folks Still Working

January 3, 2018January 3, 2018 admin

By Jim Terwilliger In a column last year, we focused on required minimum distributions (RMDs) and reviewed the consequences resulting

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Financial Health
Columnists Financial Health 

Roth IRA vs. Roth 401(k): Much the Same … but Different

October 25, 2017October 25, 2017 admin

By Jim Terwilliger In past columns, we have commented on the positive virtues of the Roth IRA and why it

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Financial Health
Columnists Financial Health 

Happy Birthday! Welcome to Age 66

August 16, 2017August 16, 2017 admin

By Jim Terwilliger There are many age-related milestones. This is one of them. Other than wishing for the good old

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Financial Health
Columnists Financial Health 

You Just Inherited $1 Million. Now What?

June 30, 2017June 30, 2017 admin

Here are 10 steps to take if you are the beneficiary of a financial windfall By Jim Terwilliger It might

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