Archive for Stocks

  • Valuing Non - Cash Gifts Made During Your Lifetime Valuing Non – Cash Gifts Made During Your Lifetime

    By Curt Ford Nash Nash Bean & Ford For taxpayers who have a moderate to large estates, one estate planning tactic that is often used is to make gifts during the taxpayer’s lifetime in order to reduce the value of the estate at the time of death. Making lifetime gifts also allows the perso...

  • Beyond the Finances of Estate Planning Beyond the Finances of Estate Planning

    By Curt Ford Nash Nash Bean & Ford April is “tax month” for most of us, and while taxes are on your mind, this can be a great time to consider the outcome of the estate tax on your family. While many people may initially look at estate planning due to tax issues, the reality is only one...

  • Low Returns to Continue for Decades? Low Returns to Continue for Decades?

    By Richard J. Schillig, CLU, ChFC, LUTCF Independent Insurance and Financial Advisor A recent financial industry news report featured a headline of doom and gloom regarding rates of return on equities. London Business School and Credit Suisse article states for the next 20 to 30 years, annualiz...

  • Protection without the Drama Revisited Protection without the Drama Revisited

    By Richard J. Schillig, CLU, ChFC, LUTCF Independent Insurance and Financial Advisor Our clients - following our annuity strategies – have not lost money due to market volatility. That’s because fixed index annuities are insurance products, so they are protected from losing principal as a r...

  • Planning for the Summit Planning for the Summit

    By Richard J. Schillig, CLU, ChFC, LUTCF Independent Insurance and Financial Advisor Planning for retirement is like planning to climb Mt. Everest. We plan or condition ourselves well in advance - years in advance - for the goal of reaching the retirement summit - just as climbers have conditio...

  • 2010 Resolution – Take Control of your tax risk 2010 Resolution – Take Control of your tax risk

    By Richard J. Schillig, CLU, ChFC, LUTCF Independent Insurance and Financial Advisor Annuities – without question will help us reduce the amount of federal and state income tax as well as the amount of social security tax. I encourage you to take control of the taxation risk. It’s tax...

  • Iowans on Medicare may save $3,900 on Prescription drugs

    Information from SHIIP (Senior Health Insurance Information Program) According to the Centers for Medicare and Medicaid Services, approximately 15,500 Iowans could be eligible for Extra Help, which significantly reduces the costs of Medicare Part D prescription drug plans. “Part D is starting...

  • Alzheimer’s disease and its unique language barrier Alzheimer’s disease and its unique language barrier

    By Becky Lee Hinton Director of Marketing The Fountains Senior Living Community Communication is what connects us to each other as human beings. Unfortunately, those who suffer from Alzheimer’s disease experience barriers to communication that can exert stress on their relationships. Communic...