Archive for Finance

  • CASI Needs Your Help:  A Community Needs Assessment Survey CASI Needs Your Help: A Community Needs Assessment Survey

    By Laura L. Kopp, MS President/CEO Center for Acrive Seniors, Inc. By the year 2020, one in four adults in the Quad Cities will be over the age of 60. As the Baby Boomer population enters our retirement landscape, this “Silver Tsunami” will continue to unearth the gaps in services for older...

  • Traditional IRAs and Roth IRAs Traditional IRAs and Roth IRAs

    By Richard J. Schillig, CLU, ChFC, LUTCF Independent Insurance and Financial Advisor This time of year as clients are completing income tax returns we often receive inquiries on IRAs – especially from tax filers that have a tax amount due at the time of filing. Questions usually focus on eligi...

  • Your Advocacy Connection Your Advocacy Connection

    We Solve Long Term Care Problems By Gail Glockhoff-Long GolderCare Solutions The Question of Appropriate Housing Options – A Family Story The question of appropriate housing comes up every day in our office. Mom and Dad want to stay in the family home, are they still safe there? Do I nee...

  • YOUR SOCIAL SECURITY  Rock Island, Illinois Office YOUR SOCIAL SECURITY Rock Island, Illinois Office

    By Cristina Vital Social Security Manager Rock Island Social Security Office PREVENTING DEBILITATING DISEASES AMONG WOMEN Just about every minute, a woman dies of heart disease. But the majority of these deaths are avoidable. That’s why Social Security encourages you to participate in Nati...

  • YOUR SOCIAL SECURITY  Davenport, Iowa Office YOUR SOCIAL SECURITY Davenport, Iowa Office

    By Linda Clayton-Powell Social Security District Manager Davenport, Iowa SOCIAL SECURITY CELEBRATES BLACK HISTORY MONTH Throughout the month of February, we celebrate Black History Month.  Created in 1926, this event coincides with the birthdays of Abraham Lincoln on February 12 and Frederi...

  • Another Tax Season with  Another New Tax Another Tax Season with Another New Tax

    By Richard J. Schillig, CLU, ChFC, LUTCF Independent Insurance and Financial Advisor It’s another income tax season - an annual ritual of sifting through receipts and documents to prepare 2015 tax returns. This time of year always brings an awareness of the amount of tax we pay. During the cou...

  • Snowbirds Snowbirds

    By Mary Schricker Gemberling We have our favorite spots, but have yet to find the ideal retirement location. But as they say, the journey is half the fun! A Snowbird is simply defined as a seasonal resident of a warmer climate. The snowbird lifestyle has existed in Europe and North America ...

  • Life Insurance  During Retirement Life Insurance During Retirement

    By Ryan Denman Duffy Law Office Duffy Law Office is a member of the American Academy of Estate Planning Attorneys. For many people, life insurance is an important safety net for their loved ones. With a life insurance policy, you know that your family will be financially secure, even if somet...