Don’t Let Fear Guide Your Investment Strategy
By Laurie Haelen What a difference a few months has made in the financial markets. As of this writing, the
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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
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
Read moreBeware of the ‘Tax Torpedo’
By Jim Terwilliger If you are not acquainted with the term “tax torpedo,” you need to be if you are
Read moreUpdating your Beneficiary Designations
By Jim Terwilliger We constantly remind clients to review their estate plans, making sure that wills and other estate planning
Read moreMore 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
Read moreHealth 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.
Read moreThe American Rescue Plan: What You Need to Know
By Jim Terwilliger The American Rescue Plan Act of 2021 was signed into law on March 11. It aims to
Read moreFiling 2020 Income Taxes: What you Need to Know
By Jim Terwilliger Most likely, you are busy getting your 2020 income taxes prepared and filed. Whether you use tax-preparation
Read moreYour Finances: What’s New for 2021?
By Jim Terwilliger The federal government continues to keep us on our toes. Calendar/tax year 2021 is no exception. During
Read morePumping Money Into Roth IRAs: Now More Important Than Ever
By Jim Terwilliger It is no secret that I like Roth IRAs…a lot. The Roth IRA is one of the
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