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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Columnists
Expressions My Parents Used
All of us have gone through our time at home growing up surrounded by strange and interesting phrases By Bruce
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The Secret is in Her Kiss
By John Addyman Email: john.addyman@yahoo.com I was talking to someone I’d just met at an outdoor function. He was curious. “How
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How Does Social Security Work When a Spouse or Ex-Spouse Dies?
By Jim Miller If your deceased spouse or ex-spouse worked and paid Social Security taxes and you or your kids
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More on Health Savings Accounts
By Jim Terwilliger In the July-August issue of 55 PLUS, we reviewed the many valuable characteristics of health savings accounts
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What to Ponder Before Remarrying Later in Life
By Jim Miller Getting remarried later in life can actually bring about a host of financial and legal issues that
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‘The Look’ of Corvettes
By John Addyman Email: john.addyman@yahoo.com I know you’re going to do it,” my wife said to me. “I can tell by
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How Much Will You Need to Save for Retirement?
By Jim Miller How much money you need to retire comfortably is a great question that all working adults should
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Health Savings Accounts: A Taxpayer’s Best Friend
By Jim Terwilliger This column has often touted the benefits offered by Roth IRAs or employer-plan equivalent, Roth 401(k) plans.
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We’re All Friends Here, Right?
By John Addyman Email: john.addyman@yahoo.com I’ve shared some of the dreary details of my humble life with you. So, perhaps
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Ages to Claim Social Security
The most and least popular age bracket By Jim Miller You can sign up for Social Security at any time
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