Archive for Finance
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YOUR SOCIAL SECURITY | Davenport, Iowa Office
By Linda Clayton-Powell Social Security District Manager Davenport, Iowa AS TAX DAY APPROACHES, GET YOUR BENEFIT STATEMENT ONLINE Social Security is with you through life’s journey, putting you in control of your finances and future. With this in mind, we have made getting a replacement Social...
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Note! Farmer’s Market Change in Distribution
By Peggy Dykes Community Relations Director Milestone’s Area Agency on Aging As in years past, Milestones will be distributing Farmer’s Market vouchers to low- and moderate-income Iowans who are 60 years old and older. This year our Davenport office will begin distribution on June 14. This ...
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Financial Power of Attorney, Wills and Healthcare Power of Attorney, Oh My!
By Karen McCoy Marketing Consultant Ridgecrest Village Here you are, in the hospital feeling ill and they ask you: Do you have a living will on file anywhere? Now this is the last thing I am thinking of when I am there to get medical help, but it seems that this is an important detail for anyon...
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Your Advocacy – We Solve Long Term Care Problems
By Julie Arndt GolderCare Solutions Getting Your Ducks in Order We all want to be in control. It’s natural. Some of us are better planners than others. We are seeing more and more folks who want to have a game plan for multiple “what if” scenarios – addressing issues ranging across the bo...
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RSVP | Lead with Experience
By Dave Layton Retired and Senior Volunteer Program of Eastern Iowa and Western Illnois National Service in our Community A while back we explained what The Retired and Senior Volunteer Program of E. IA & W. IL (RSVP) staff do to help seniors find meaningful volunteer opportunities. We ta...
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In-Service Rollovers
By Richard J. Schillig, CLU, ChFC, LUTCF Independent Insurance and Financial Advisor Now that income tax season is over or soon to be over, let’s review another retirement planning strategy that could be very appropriate for many readers. This strategy is a little known option with 401K Plans ...
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Death and Taxes
By David W. Deuth, CFSP President, Weerts Funeral Home Editor’s note: We are pleased to share a previous article by David Deuth from our archives. “In this world nothing can be said to be certain, except death and taxes.” This now iconic phrase is said to have been penned by none oth...
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Preparing your Home for “Aging in Place”
By Alyssa Dominacki Alternatives for the Older Adult Business Development Coordinator “We just don’t know whether to move into a smaller, more accessible home as we retire or whether we should do something with our current home to make it safer as we age.” For many of us, we want to st...
