Columnists – Page 2 – 55 Plus Magazine for Rochester’s active adults

Wednesday, March 26, 2025

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Columnists Financial Health

Leaving a Legacy

By Laurie Haelen You’ve worked hard over the years to accumulate wealth, and you may find it comforting to know

Founder Jerry Magnotta recalls learning the ropes of the jewelry business with his father and grandfather in his native Italy

By Jim Terwilliger We constantly remind clients to review their estate plans, making sure that wills and other estate planning

All of us have gone through our time at home growing up surrounded by strange and interesting phrases By Bruce

By John Addyman Email: john.addyman@yahoo.com I was talking to someone I’d just met at an outdoor function. He was curious. “How

By Jim Miller If your deceased spouse or ex-spouse worked and paid Social Security taxes and you or your kids

By Jim Terwilliger In the July-August issue of 55 PLUS, we reviewed the many valuable characteristics of health savings accounts

By Jim Miller Getting remarried later in life can actually bring about a host of financial and legal issues that

By John Addyman Email: john.addyman@yahoo.com I know you’re going to do it,” my wife said to me. “I can tell by

By Jim Miller How much money you need to retire comfortably is a great question that all working adults should

By Jim Terwilliger This column has often touted the benefits offered by Roth IRAs or employer-plan equivalent, Roth 401(k) plans.