Archive for Finance
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YOUR SOCIAL SECURITY Davenport, Iowa Office
By Linda Clayton-Powell Social Security District Manager Davenport, Iowa IT’S BASEBALL SEASON! WHO IS ON FIRST? YOU ARE, WITH SOCIAL SECURITY Who is on first base? You are, when the time comes to do business with Social Security. We always place customer service first and strive to hit ...
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Live in a $250,000 Dan Dolan home for about $800 a month?
By Dan Dolan Dan Dolan Homes I have to admit that my phone has been “ringing off the hook.” The calls relate to my recent Sunday ad in a number of area newspapers illustrating how seniors over the age of 62 can live in one of my new homes for about $800 a month in out-of-pocket costs. And w...
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YOUR SOCIAL SECURITY Davenport, Iowa Office
By Linda Clayton-Powell Social Security District Manager Davenport, Iowa Social Security Board of Trustees: No Change in Projected Year of Trust Fund Reserve Depletion The Social Security Board of Trustees today released its annual report on the long-term financial status of the Social Sec...
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Are You Ready for Retirement?
By Richard J. Schillig, CLU, ChFC, LUTCF Independent Insurance and Financial Advisor Retirement readiness is more than just giving up a job or a career after years of service. Retirement readiness is accepting the responsibility to fund and structure the retirement you desire. In order to achie...
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YOUR SOCIAL SECURITY Rock Island, Illinois Office
By Cristina Vital Manager Rock Island Social Security office DECLARE YOUR INDEPENDENCE WITH MY SOCIAL SECURITY Independence Day is a good time to declare your independence from heavy traffic, long lines, and visits to crowded offices by taking important matters into your own hands. When i...
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Having Multiple Wills
By Curt Ford Nash Nash Bean & Ford James and Linda created their first wills when their family was young, primarily naming guardians to care for their children and to make sure their financial assets would provide for their children. Over the years, they updated the document to reflec...
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Sandwiched, Part 3
By David W. Deuth, CFSP President, Weerts Funeral Home The previous two articles in this series have ties to the “Sandwich Generation:” those who are sandwiched between caring for a parent (or other relative) and caring for (or financially supporting) their children. As more and more A...
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Social Security Tax – Unnecessary
By Richard J. Schillig, CLU, ChFC, LUTCF Independent Insurance and Financial Advisor Following our "Discovery Alternatives" workshops, questions continue to arise on the strategies we recommend for our clients to minimize or reduce income taxes. Alternatives are available. Annuity strategies ma...
