Financial Health

By Laurie Haelen Over the course of many years, the retirement landscape has evolved to a point where most people

By Jim Terwilliger If you are not acquainted with the term “tax torpedo,” you need to be if you are

By Jim Terwilliger We constantly remind clients to review their estate plans, making sure that wills and other estate planning

By Jim Terwilliger In the July-August issue of 55 PLUS, we reviewed the many valuable characteristics of health savings accounts

By Jim Terwilliger This column has often touted the benefits offered by Roth IRAs or employer-plan equivalent, Roth 401(k) plans.

By Jim Terwilliger The American Rescue Plan Act of 2021 was signed into law on March 11. It aims to

By Jim Terwilliger Most likely, you are busy getting your 2020 income taxes prepared and filed. Whether you use tax-preparation

By Jim Terwilliger The federal government continues to keep us on our toes. Calendar/tax year 2021 is no exception. During

By Jim Terwilliger It is no secret that I like Roth IRAs…a lot. The Roth IRA is one of the

By Jim Terwilliger Earlier this year, we reviewed key elements of the SECURE (Setting Every Community Up for Retirement Enhancement)