Archive for Finance
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Top Reasons To Do Estate Planning
By Ryan Denman Duffy Law Office Duffy Law Office is a member of the American Academy of Estate Planning Attorneys. People have many different reasons to do estate planning. Some people plan diligently and well in advance of any urgent need. Other people procrastinate and plan only when thi...
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YOUR SOCIAL SECURITY Davenport, Iowa Office
By Linda Clayton-Powell Social Security District Manager Davenport, Iowa myRA and my Social Security Can Help Secure your Retirement Achieving financial security is an important part of enjoying a satisfying retirement. Social Security has many tools to help you plan for your future. A gre...
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It’s April. Do You Know Where Your Tax Return Is?
By David W. Deuth, CFSP President, Weerts Funeral Home I think it usually goes something like this: If you expect a refund from the IRS, you file your tax return just as blazing fast as you can possibly once you have all of your W-2s and 1099s and such; and, if you owe money back to the IRS, you...
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Planning With Retirement Assets
By Ryan Denman Duffy Law Office Duffy Law Office is a member of the American Academy of Estate Planning Attorneys. For many of us, our retirement fund is our largest single asset. It could be an IRA, a 401(k), 403(b), or other qualified plan. Retirement assets require careful considera...
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What’s an RMD?
By Richard J. Schillig, CLU, ChFC, LUTCF Independent Insurance and Financial Advisor During this tax season, the topic of the Required Minimum distribution (RMDs) is very prevalent. Our experience with clients is often this additional tax is totally forgotten until we approach that magic age of ...
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YOUR SOCIAL SECURITY Davenport, Iowa Office
By Linda Clayton-Powell Social Security District Manager Davenport, Iowa WOMEN’S HISTORY AND SOCIAL SECURITY March is Women’s History Month — a time to focus not just on the past, but on the challenges women continue to face in the 21st century. Ida May Fuller, born on September 6, ...
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News from Seniors And Law Enforcement Together (SALT)
It is Tax Season, So Senior, Beware! Every year, the IRS releases a list of what it calls the worst tax scams of the year. Beginning Feb. 1 and ending on Feb. 17, the IRS issued a news release each day highlighting a scam. Scams can be encountered at any time of year, but the IRS reports that th...
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YOUR SOCIAL SECURITY Rock Island, Illinois Office
By Cristina Vital Social Security Manager Rock Island Social Security Office MARCH MADNESS AT SOCIAL SECURITY Basketball fans are gearing up for March Madness, which will culminate when the final four teams in the NCAA fight for the title of national champion. While basketball fans are excit...
