Tax Strategies for 2023
The new year began like many revelers who imbibe too much — with a hangover and residual headache caused by
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Financial Health
New Year, New Financial You
By Laurie Haelen When it comes to New Year’s resolutions, there seems to be two types of people: those who
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Managing Bond Risks When Interest Rates Rise
By Laurie Haelen The start of 2022 found both stock and bond markets holding their value well after a strong
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Women: Moving Forward Financially After the Loss of a Spouse
By Laurie Haelen The loss of a spouse can often be a devastating, life-changing event. Due to longer life expectancies,
Read moreDon’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.
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