Archive for Finance
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What Goes Around Comes Around
By Richard J. Schillig, CLU, ChFC, LUTCF Independent Insurance and Financial Advisor After many years of experience in the life & health & annuity insurance business, I’ve come to the conclusion of ‘what goes around comes around.’ Years ago we had the availability of a hospital expen...
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Preparing and Organizing Legal Documents for the Future
By Karen McCoy Marketing Consultant at Ridgecrest Village Here are a couple of stories that many may relate to: Charles and Doris: Charles and Doris have been married for 53 years. He was in charge of the family affairs; paying bills, tending to insurance needs and so much more. Charles had a str...
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Why “looking to buy in 2 years” is not a sound financial home buying decision for seniors.
By Kevin Dolan Dan Dolan Homes “We’ll be doing something in a couple years” the visitor to my open house in Bettendorf told me. “We’re just not ready to decide on our senior housing yet,” she went on to say. She and her husband still enjoy gardening and working in the yard, and they do...
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Are You Prepared for a 40 Year Retirement?
By Richard J. Schillig, CLU, ChFC, LUTCF Independent Insurance and Financial Advisor Americans are living longer than ever! Thanks to medical advances and healthier lifestyles Americans are living longer and more active lives well into their 80s, 90s and beyond. In fact, by 2045 the number of 100-...
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YOUR SOCIAL SECURITY | Davenport, Iowa Office
By Linda Clayton-Powell Social Security District Manager Davenport, Iowa SOCIAL SECURITY TERMS IN PLAIN LANGUAGE Some of the terms and acronyms (an abbreviation of the first letters of words in a phrase) people use when they talk about Social Security can be a little confusing. We’re here to...
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YOUR SOCIAL SECURITY | Rock Island, Illinois Office
By Cristina Vital Social Security Manager Rock Island Social Security Office CELEBRATING INDEPENDENCE DAY July 4th brings family and friends together, as well as neighbors, to celebrate that we’re all part of a community. Everyone pitches in, combining their resources — great food, music, ...
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Your Advocacy
By Kathy Nitz Lead Benefits Advocate GolderCare Solutions Medicaid and “the spenddown” At GolderCare, we get many calls where someone says something like: “I know I have to spend all of Mom’s money until she has nothing left, and then I’ll just let the State take over.” This is suc...
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What is a Cooperative?
The Crow Valley Cooperative is a 55+ upscale living community to be built near Crow Valley Golf Club in Davenport, Iowa. There are over 100 known cooperatives in the country, with 75 of them in Minnesota. Housing cooperatives, for the 55+ age group, have been around since the 1970s. A cooperative...
