Deciding What to Do in Retirement
By Jim Miller Many people, when asked what they want to do when they retire, will say they want a
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Columnists
More on Qualified Charitable Distributions
By Jim Terwilliger On Dec. 18, 2015, President Obama signed into law the Protecting Americans from Tax Hikes Act of
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Political Correctness: Have We Gone Too Far?
Watch what you say or do because the Politically Correct Police Corps may be on duty By Bruce Frassinelli Email:
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Storing Memories
Closet organizing puts many a man to the test By John Addyman My college education ruined me as a husband.
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No LTC Plan? What To Expect From Medica…
By Susan Suben Each year we spend a great deal of time planning and budgeting for our vacation, our grandchildren’s
Read MoreDoes it Pay to Take Social Security Early?
By Jim Miller Most financial planners agree that waiting to take your Social Security retirement benefits is a smart financial
Read MoreManaging Distributions from Your Retirement Nest Egg
By Jim Terwilliger Those of us offering advice in the financial planning world like to identify two primary time periods
Read MoreWhen Rock ‘n’ Roll Was Considered ‘Devil’s Advocate’
Witnessing the birth of and the explosion of rock ‘n’ roll By Bruce Frassinelli Seeing the “Golden Boys” — Frankie
Read MoreIn Search of Mercury
Losing weight: All it takes is a taste of the gym to get a stiff dose of reality By John
Read MoreFiling A LTCI Claim… What You Need To Know
By Susan Suben Over the past 22 years, I have helped many clients file for benefits from their long-term care
Read MoreThere’s No Place Like Home
By Susan Suben Two of my clients are experiencing dramatic changes in their health. Tom, who just turned 86 and
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