Archive for Finance
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Split Annuities – Another Way to Defer Tax
By Richard J. Schillig, CLU, ChFC, LUTCF Independent Insurance and Financial Advisor 'Split Annuities' are my favorite strategy for managing and protecting assets especially valued retirement assets. A ‘Split Annuity’ is really two or more annuities that are issued together – to coordinat...
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Alzheimer’s care
By Becky Lee Hinton Director of Marketing The Fountains Senior Living Community Safety and quality of life should be foremost in your Alzheimer’s care decision. Many people with memory disorders are able to live for years in their own home safely with help. Many people enlist the help of ...
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Speaking Out – How Much is Enough?
By Pam Brammann, R. N. I was raised in Iowa, a city girl and an American. I have always been proud to be an American. That’s why it scares me when I see a possibility of America’s demise not too far off into the future, especially if we do not change our current path of greed and selfish ...
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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...
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On The Go With Joe Hutter
Seniors And Law Enforcement Together (SALT) By Joe Hutter March is here. Daylight Savings Time is March 14th and Spring begins on March 20th. Then comes April showers and income tax is due. The IRS (Internal Revenue Service) has some tips for us if we don’t do our own taxes. It is ...
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Incentives for Buying New Homes
By Dan Dolan Dan Dolan Homes Seniors may not be taking full advantage of $11,000-plus incentives for buying their new homes. And the benefits of one-time down-payment reverse mortgages for purchase are still not well known. The level of activity at my weekend open houses has been picking up...
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How to Avoid Estate Planning Minefields: You Don’t Know What You Don’t Know
By Curt Ford Nash Nash Bean & Ford Some things seem like they should be easy--and they are easy. However, some things simply appear easy--even when they are very difficult. The problem with some complex responsibilities is that they may seem simple on the surface, yet they may be very diffi...
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To Move or Not to Move…That is the Question?
By Mary Schricker, SRES Realtor Ruhl&Ruhl Real Estate Throughout our lives, moving from one home to another is often prompted by major life events such as the birth of a child, a job transfer, or a change in economic status. For older adults there are primarily three types of moves: Th...
