Daddy’s Whiskers Get in the Way
By John Addyman Email: john.addyman@yahoo.com We sat down for a pleasant dinner at Jeremiah’s Tavern in Rochester — my oldest
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Columnists
Required Minimum Distribution Strategies for 2022 and Beyond
By Laurie Haelen Over the course of many years, the retirement landscape has evolved to a point where most people
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Home Modification Tips for ‘Aging in Place’
By Jim Miller Many older adults want to stay in their own home for as long as possible. But being
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‘I Thought I Was the Bedwarmer in the House’
By John Addyman Email: john.addyman@yahoo.com I think my wife has decided she doesn’t need me anymore. And you might ask,
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Do I Have to File Income Tax Returns This Year?
By Jim Miller Whether or not you are required to file a federal income tax return this year depends not
Read morePlanning Opportunities: What Pre-Retirees/Retirees Need to Know About Social Security
By Jim Terwilliger and Laurie Haelen Before I came to CNB Wealth Management six years ago, I remember seeing Jim
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Social Security Calculators Help You Decide When to Claim
By Jim Miller Deciding when to start collecting your Social Security benefits is one of the most complicated and consequential
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Beware of the ‘Tax Torpedo’
By Jim Terwilliger If you are not acquainted with the term “tax torpedo,” you need to be if you are
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The TV Whisperer and the Philco
By John Addyman Email: john.addyman@yahoo.com In Clark’s Green, the little town where I grew up north of Scranton, Pennsylvania, we
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Can You Pass a Basic Civics Test?
By Bruce Frassinelli Email: bfrassinelli@ptd.net As most of you, I was not required to take a citizenship test at some
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Updating your Beneficiary Designations
By Jim Terwilliger We constantly remind clients to review their estate plans, making sure that wills and other estate planning
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