Archive for Finance

  • Is the Reverse Mortgage for Purchase approved by Congress to help seniors buy a new home “too good to be true”? Is the Reverse Mortgage for Purchase approved by Congress to help seniors buy a new home “too good to be true”?

    By Dan Dolan Dan Dolan Homes I heard it again. A very knowledgeable senior visiting one of our model homes a couple weeks ago asked me about the Reverse Mortgage for Purchase program we have described in some of our recent advertising. “Mr. Dolan,” she said, “that Reverse Mortgage for Pur...

  • Taxes Again!! Taxes Again!!

    By Richard J. Schillig, CLU, ChFC, LUTCF Independent Insurance and Financial Advisor This is the season! We are in that annual ritual of sorting through all those papers in preparation for income taxes. We all do it. We all are required to do it. Over the last several 50+ Lifestyles’ articles...

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

    By Cristina Vital Manager Rock Island Social Security office DON’T STRESS OVER FRAUD April is Stress Awareness Month, but one thing that should never cause you stress is doing business with Social Security. However, if you fall victim to fraud, it can really stress you out, not to ...

  • What is myRA? What is myRA?

    By Richard J. Schillig, CLU, ChFC, LUTCF Independent Insurance and Financial Advisor The myRA (rhymes with IRA) is a new workplace retirement savings account discussed by President Obama in the State of the Union Address and subsequently could be authorized by executive order. The administratio...

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

    By Cristina Vital Manager Rock Island Social Security office BEWARE THE IDES OF MARCH (AND EVERY DAY) “Beware the Ides of March,” said the soothsayer to Caesar in William Shakespeare’s play, Julius Caesar. We at Social Security recommend you beware not only the Ides of March, but al...

  • The pleasures of doing weekly open houses on Saturdays and Sundays The pleasures of doing weekly open houses on Saturdays and Sundays

    By Dan Dolan Dan Dolan Homes One of the pleasures of doing weekly open houses on Saturdays and Sundays is the delightful people I get to meet. This is the story of the “two sisters.” Over the years, we have had the opportunity to build homes for perhaps every combination of two people ...

  • Probate and Estate Planning Probate and Estate Planning

    By Curt Ford Nash Nash Bean & Ford In the absence of a comprehensive estate plan that was developed with probate avoidance in mind, most estates are required to go through the formal probate process when the estate owner dies. There are, however, ways to avoid the need for an estate to pass...

  • What’s Your Plan? What’s Your Plan?

    By David W. Deuth, CFSP President, Weerts Funeral Home Being a good and present friend on a challenging day is a great demonstration of love. Let’s be honest. Most everyone wants to retire one day. Even though I find great meaning in the work that we do, I hope to retire one day, too! ...

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