Archive for Finance
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Special Enrollment Periods
By Richard J. Schillig, CLU, ChFC, LUTCF Independent Insurance and Financial Advisor Anyone receiving Medicare services is called a Medicare Beneficiary. The Center for Medicare and Medicaid Services (CMS) is the federal regulatory agency for insurance companies, agencies, and sales people offe...
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The Red Folder
By David W. Deuth, CFSP President, Weerts Funeral Home Do You Have A Red Folder? Perhaps you read my column last month and decided to move forward with establishing or updating your “Plan:” things like your Will, Living Will/Advance Directives, Power of Attorney, Health Care Power of Att...
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Beyond the Finances of Estate Planning
By Curt Ford Nash Nash Bean & Ford April is “tax month” for most of us, and while taxes are on your mind, this can be a great time to consider the outcome of the estate tax on your family. While many people may initially look at estate planning due to tax issues, the reality is only one...
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The Greatest Gift
By Richard J. Schillig, CLU, ChFC, LUTCF Independent Insurance and Financial Advisor Having your affairs in order can be the most lasting gift to for loved ones With many years of experience in the insurance and investment business, this featured article/story in “Renew” magazine is pric...
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That told me they were serious. But could I help?
By Dan Dolan Dan Dolan Homes As the couple drove up to my open house I could see they were carrying a notebook. That told me they were serious. But could I help? This is what I told them. The woman greeted me first and indicated they wanted to downsize their living space with everything on ...
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Your Advocacy Connection
By Kathy Nitz GolderCare Solutions I serve as a Benefits Advocate at GolderCare Solutions. We solve long term care problems. I often ponder what our clients would do if someone like me, who understands the various rules and procedures associated with Medicaid, could not advocate on their behalf...
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YOUR SOCIAL SECURITY – Davenport, Iowa Office
By Mark Owens Social Security District Manager Davenport, Iowa SOCIAL SECURITY CHALLENGES YOU TO A WORD GAME In 1938 — only a couple of years after Social Security was signed into law — a depression-era, unemployed architect named Alfred Mosher Butts studied the front page of The New Yo...
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YOUR SOCIAL SECURITY – Rock Island, Illinois Office
By Cristina Vital Manager Rock Island Social Security office BEST WAYS TO DO BUSINESS WITH SOCIAL SECURITY Many people save time by going online to take care of everyday tasks. For example, they shop online to avoid going to crowded malls or stores. They pay bills and check their account ...
