Archive for Finance
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Why senior housing prices will be going up. And what to do about it. Now.
By Dan Dolan Dan Dolan Homes Consider these trends in the housing marketplace: • During the recent economic downturn, we suffered a housing shortage of some 5 to 6 million new homes • Builders are now in the process of filling that void and it’s exerting dramatic price pressures on con...
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Your Advocacy Connection – We Solve Long Term Care Problems
By David Chanez GolderCare Solutions What Does it Take? Planning and Partners David Chanez recently joined the GolderCare Solutions team as a benefits advocate. We will let David introduce himself with his story. Your heart valve is leaking badly. You will need to have surgery, and sooner...
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YOUR SOCIAL SECURITY – Davenport, Iowa Office
By Linda Clayton-Powell Social Security District Manager Davenport, Iowa DUST OFF YOUR FINANCIAL PLAN Spring is officially here. Before you get started with your spring-cleaning, perhaps another matter deserves some dusting off—that long-term financial plan. April is National Financia...
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What are the Drawbacks of Probate
By Curt Ford Nash Nash Bean & Ford In this second part of our information about probate, we will review what probate is and some of the drawbacks of this legal process. A comprehensive estate plan typically aims to achieve a number of goals. The division of assets upon your death should...
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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...
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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...
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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 ...
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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...
