Financial Health

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

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

By Jim Terwilliger Thank goodness for pre-tax retirement plans such as 401(k)s and traditional IRAs. These plans offer attractive features

By Jim Terwilliger Like it or not, “means testing” is here to stay in the form of tiered costs for

By Jim Terwilliger Setting goals for the new year is a popular activity. Unfortunately, for most of us, our goals

By Jim Terwilliger Many folks consider IRAs and 401(k) plans to be six of one, half-dozen of the other. Yes,

By Jim Terwilliger On Dec. 18, 2015, President Obama signed into law the Protecting Americans from Tax Hikes Act of