Archive for Finance
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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 ...
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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...
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YOUR SOCIAL SECURITY | Rock Island, Illinois Office
By Cristina Vital Social Security Manager Rock Island Social Security Office CHECKLIST FOR YOUR SOCIAL SECURITY ANNUAL CHECK-UP Say “annual checkup” and most people imagine waiting at the doctor’s office. But, there’s another type of checkup that can give you a sense of wellness withou...
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Ask the Audiologist
By Ellen Verlo, M.A., CCC-A Audiology Consultants, P.C. Does Medicare Cover Hearing Aids? This question is asked more than any other. The answer is NO. There is no simple explanation. A quick overview of Medicare and coverage reveals some complicated answers. Hearing aids are considered to be e...
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YOUR SOCIAL SECURITY | Rock Island, Illinois Office
By Cristina Vital Social Security Manager Rock Island Social Security Office FACTS YOU SHOULD KNOW ABOUT ENROLLING IN MEDICARE PARTS A & B Understanding Medicare is not as difficult as you might think. It is a benefit most working Americans can count on. Here are some facts you might not k...
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YOUR SOCIAL SECURITY | Davenport, Iowa Office
By Linda Clayton-Powell Social Security District Manager Davenport, Iowa IT’S NATIONAL SOCIAL SECURITY MONTH National Social Security Month is celebrated in April and is dedicated to educating you about Social Security programs and services. From programs that help support you through life...
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Test Your Knowledge of Financial Basics
By Richard J. Schillig, CLU, ChFC, LUTCF Independent Insurance and Financial Advisor With our focus on Medicare we often are involved with management of financial assets for retirees or soon to be retired. This month we thought it appropriate to ask some basic questions on finances and investing. ...
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YOUR SOCIAL SECURITY Davenport, Iowa Office
By Linda Clayton-Powell Social Security District Manager Davenport, Iowa WHEN IS A GOOD TIME TO START RECEIVING SOCIAL SECURITY BENEFITS? After a lifetime of working, you deserve a comfortable retirement. For over 80 years, Social Security has been helping people shape their future, assisting ...
