Archive for Finance
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Paying it Forward with Pre-Planning
By David W. Deuth, CFSP President, Weerts Funeral Home A Grateful Son, Part II – Continued from the August issue of 50+ Lifestyles It was my turn to be shell-shocked when I answered the phone later that afternoon. My well-intended exchange of pleasantries was entirely mismatched to the ...
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Who Should Be the Successor Trustee of My Revocable Living Trust?
By Curt Ford Nash Nash Bean & Ford Many people choose to include one or more trusts in their estate plan because of the numerous benefits a trust can offer to an estate plan. Trusts have evolved to the point where there is a trust that can be used to fulfill just about any estate planning o...
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Getting ready to say goodbye to “old friends.”
By Dan Dolan Dan Dolan Homes Getting ready to say goodbye to “old friends.” So long gargoyles, metal gates and wood nymphs. We’re going, going, but not gone yet. But it won’t be long now, and we’ll be packing up our hammers, nails and paint brushes at Stone Gate East and moving...
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YOUR SOCIAL SECURITY Davenport, Iowa Office
By Linda Clayton-Powell Social Security District Manager Davenport, Iowa SOCIAL SECURITY CELEBRATES 79 YEARS For the past 79 years, Social Security has maintained its place as an American cornerstone. Secure as its foundation is, Social Security has also been at the forefront of change. As ...
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Are There Alternatives for Managing Property When Someone Becomes Incapacitated
By Curt Ford Nash Nash Bean & Ford For perfectly understandable reasons, people often prefer not to think about their own mortality. As a result, however, they often put off creating an estate plan which is a huge mistake. Those same reasons and results also apply to the subject of incapaci...
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How seniors can live in a new Dan Dolan home for around $900 a month including real estate taxes, insurance, utilities and more
By Dan Dolan Dan Dolan Homes As one of the leading home builders of senior housing in the area, we are always searching for ways to help our buyers enjoy quality housing at the lowest possible cash outlay. And seniors are always reminding us that a key priority of theirs is to preserve their ...
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YOUR SOCIAL SECURITY Davenport, Iowa Office
By Linda Clayton-Powell Social Security District Manager Davenport, Iowa SOCIAL SECURITY CELEBRATES 79 YEARS For the past 79 years, Social Security has maintained its place as an American cornerstone. Secure as its foundation is, Social Security has also been at the forefront of change. As ...
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Income Tax Exclusion
By Richard J. Schillig, CLU, ChFC, LUTCF Independent Insurance and Financial Advisor Good retirement planning should always consider options that may help to minimize or reduce taxes. Taxes, taxes everywhere. I read in an industry publication recently over 200 new taxes are a part of the Aff...
