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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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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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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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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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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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Columnists Financial Health 

The CARES Act: What You Need to Know

June 28, 2020 admin

By Jim Terwilliger On May 27, President Trump signed the CARES (Coronavirus Aid, Relief, and Economic Security) Act of 2020,

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Columnists Financial Health 

Managing Financial Uncertainty

April 22, 2020 admin

By Jim Terwilliger These past several months are unprecedented in modern times. The COVID-19 health crisis came out of nowhere

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Columnists Financial Health 

The SECURE Act: What You Need to Know

February 22, 2020 admin

‘New legislation will have a significant impact on everyone who has a 401(k), IRA or any similar employer retirement plan.’

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Columnists Financial Health 

What’s New in 2020?

December 19, 2019 admin

By Jim Terwilliger The federal government always keeps us on our toes. Calendar/tax year 2020 is no exception. Most of

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Columnists Financial Health 

Dealing with Investment Volatility

October 16, 2019 admin

By Jim Terwilliger Continued from last issue In a previous column, we explored the concepts of volatility and sequence-of-returns as

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Columnists Financial Health 

Dealing with Investment Volatility … and More

August 22, 2019 admin

By Jim Terwilliger Most investors are familiar with the concept of volatility. But many are not acquainted with the associated

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