Archive for Finance

  • YOUR SOCIAL SECURITY  Davenport, Iowa Office YOUR SOCIAL SECURITY Davenport, Iowa Office

    By Linda Clayton-Powell Social Security District Manager Davenport, Iowa ACCESS SOCIAL SECURITY’S EDUCATOR TOOLKIT There is no better time to let young people know that the younger they start saving, the easier it will be to reach their goals. Let us introduce you to the Social Security Ed...

  • YOUR SOCIAL SECURITY | Rock Island, Illinois Office YOUR SOCIAL SECURITY | Rock Island, Illinois Office

    By Cristina Vital Social Security Manager Rock Island Social Security Office SOCIAL SECURITY, A SOURCE OF INDEPENDENCE FOR MILLIONS On July 4, people in communities everywhere celebrate our nation’s independence with neighbors, family, and friends. A strong community promotes independence by...

  • Targeting Seniors – How to Prevent Becoming a Victim Targeting Seniors – How to Prevent Becoming a Victim

    By Kathy Malmloff CASI Director of Senior Services Home burglaries and financial scams, they are crimes of opportunity that target older adults. They have become so prevalent that they’re now considered “the crime of the 21st century.” Why? It’s because seniors are thought to have a signif...

  • Social Security’s and Medicare’s Slow-Motion Fiscal Disaster ­- Social Security 2018 Trustees Report Social Security’s and Medicare’s Slow-Motion Fiscal Disaster ­- Social Security 2018 Trustees Report

    Having our affairs in order is the greatest gift we can provide to our families and loved ones! By Richard J. Schillig, CLU, ChFC, LUTCF Independent Insurance and Financial Advisor Recently the Social Security Board of Trustees released the 2018 report on the current and projected financial statu...

  • YOUR SOCIAL SECURITY | Rock Island, Illinois Office YOUR SOCIAL SECURITY | Rock Island, Illinois Office

    By Cristina Vital Social Security Manager Rock Island Social Security Office THREE COMMON WAYS YOUR SOCIAL SECURITY PAYMENT CAN GROW AFTER RETIREMENT You made the choice and now you are happily retired. You filed online for your Social Security benefits. They arrive each month in the correct a...

  • YOUR SOCIAL SECURITY | Davenport, Iowa Office YOUR SOCIAL SECURITY | Davenport, Iowa Office

    By Linda Clayton-Powell Social Security District Manager Davenport, Iowa SOCIAL SECURITY...LIVE Social Security engages with the public in a number of ways. From news articles like this to blog posts, and printed publications to tweets, we try to speak to as many people, in as many ways, a...

  • Don’t Make this Mistake.  IRA Beneficiary(s)?  Have our Affairs in Order Don’t Make this Mistake. IRA Beneficiary(s)? Have our Affairs in Order

    By Richard J. Schillig, CLU, ChFC, LUTCF Independent Insurance and Financial Advisor Recently I was reminded of this very important ruling and the impact on families. I wanted to share with readers this month. The U.S. Supreme Court Ruling on retirement plan beneficiary form. The case Kennedy Vs ...

  • Avoid including RMDs in Income by using the Qualified Charitable Contributions from IRAs Avoid including RMDs in Income by using the Qualified Charitable Contributions from IRAs

    By Richard J. Schillig, CLU, ChFC, LUTCF Independent Insurance and Financial Advisor Since 2017 tax season is now on the books, occasionally we incur clients with IRAs approaching age 70 ½ (Required Minimum Distribution time) who have no desire to take income, since additional income from the RMD...