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55 Plus Rochester

55 Plus Magazine for Rochester's active adults

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Financial Health

Columnists Financial Health 

Required Minimum Distribution Strategies for 2022 and Beyond

May 2, 2022 admin

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

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Columnists Financial Health 

Planning Opportunities: What Pre-Retirees/Retirees Need to Know About Social Security

February 21, 2022 admin

By Jim Terwilliger and Laurie Haelen Before I came to CNB Wealth Management six years ago, I remember seeing Jim

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Financial Health
Columnists Financial Health 

Beware of the ‘Tax Torpedo’

December 14, 2021 admin

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

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Financial Health
Columnists Financial Health 

Updating your Beneficiary Designations

October 24, 2021 admin

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

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Financial Health
Columnists Financial Health 

More on Health Savings Accounts

August 18, 2021 admin

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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Financial Health
Columnists Financial Health 

Health Savings Accounts: A Taxpayer’s Best Friend

June 21, 2021 admin

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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Financial Health
Columnists Financial Health 

The American Rescue Plan: What You Need to Know

April 27, 2021 admin

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

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Financial Health
Columnists Financial Health 

Filing 2020 Income Taxes: What you Need to Know

February 18, 2021 admin

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

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Financial Health
Columnists Financial Health 

Your Finances: What’s New for 2021?

December 19, 2020 admin

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

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Financial Health
Columnists Financial Health 

Pumping Money Into Roth IRAs: Now More Important Than Ever

October 20, 2020 admin

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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Financial Health
Columnists Financial Health 

The SECURE Act: Dealing with Loss of the “Stretch” IRA

August 22, 2020 admin

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

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