Financial Health

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

By Jim Terwilliger One would think that by the time you reach retirement, your income tax picture would be simpler.

By Jim Terwilliger In past columns, we frequently extolled the virtues of the Roth IRA. Congress did us a big

By Jim Terwilliger Reminiscent of the 1970s hit tune by Fleetwood Mac, “Go Your Own Way,” New York has decided

Most of the numbers that impact our tax and retirement planning lives are different this year By Jim Terwilliger We

By Jim Terwilliger Divorce is tough enough. Dealing with retirement plans during and following a divorce adds an extra degree

By Jim Terwilliger Benjamin Franklin hit the nail on the head when he was quoted “…nothing can be said to

By Jim Terwilliger Believe it or not, students and their families are looking at $250K to $300K to fund four

By Jim Terwilliger Last issue, we reviewed many of the provisions in the new federal legislation relating to personal income

By Jim Terwilliger It will be some time before the dust finally settles on the new federal tax legislation. While

By Jim Terwilliger In a column last year, we focused on required minimum distributions (RMDs) and reviewed the consequences resulting