Leaving a Legacy
By Laurie Haelen You’ve worked hard over the years to accumulate wealth, and you may find it comforting to know
Read MoreBy Laurie Haelen You’ve worked hard over the years to accumulate wealth, and you may find it comforting to know
Read MoreFounder Jerry Magnotta recalls learning the ropes of the jewelry business with his father and grandfather in his native Italy
Read MoreBy Jim Terwilliger We constantly remind clients to review their estate plans, making sure that wills and other estate planning
Read MoreAll of us have gone through our time at home growing up surrounded by strange and interesting phrases By Bruce
Read MoreBy John Addyman Email: john.addyman@yahoo.com I was talking to someone I’d just met at an outdoor function. He was curious. “How
Read MoreBy Jim Miller If your deceased spouse or ex-spouse worked and paid Social Security taxes and you or your kids
Read MoreBy Jim Terwilliger In the July-August issue of 55 PLUS, we reviewed the many valuable characteristics of health savings accounts
Read MoreBy Jim Miller Getting remarried later in life can actually bring about a host of financial and legal issues that
Read MoreBy John Addyman Email: john.addyman@yahoo.com I know you’re going to do it,” my wife said to me. “I can tell by
Read MoreBy Jim Miller How much money you need to retire comfortably is a great question that all working adults should
Read MoreBy 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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