Daddy’s Whiskers Get in the Way
By John Addyman Email: john.addyman@yahoo.com We sat down for a pleasant dinner at Jeremiah’s Tavern in Rochester — my oldest
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Columnists
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
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Home Modification Tips for ‘Aging in Place’
By Jim Miller Many older adults want to stay in their own home for as long as possible. But being
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‘I Thought I Was the Bedwarmer in the House’
By John Addyman Email: john.addyman@yahoo.com I think my wife has decided she doesn’t need me anymore. And you might ask,
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Do I Have to File Income Tax Returns This Year?
By Jim Miller Whether or not you are required to file a federal income tax return this year depends not
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
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Social Security Calculators Help You Decide When to Claim
By Jim Miller Deciding when to start collecting your Social Security benefits is one of the most complicated and consequential
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
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The TV Whisperer and the Philco
By John Addyman Email: john.addyman@yahoo.com In Clark’s Green, the little town where I grew up north of Scranton, Pennsylvania, we
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Can You Pass a Basic Civics Test?
By Bruce Frassinelli Email: bfrassinelli@ptd.net As most of you, I was not required to take a citizenship test at some
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
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