Archive for Finance
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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...
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YOUR SOCIAL SECURITY Rock Island, Illinois Office
By Cristina Vital Manager Rock Island Social Security office SOCIAL SECURITY BRINGS THE OFFICE OUTSIDE Ah, the great outdoors. With sunny weather, green trees, blooming flowers, and fresh air, many have already flocked to the outdoors to spend as many hours as they can before autumn lea...
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YOUR SOCIAL SECURITY Davenport, Iowa Office
By Linda Clayton-Powell Social Security District Manager Davenport, Iowa STRONG FAMILIES SURVIVE, AND SOCIAL SECURITY HELPS In June, we celebrate National Family Month, which is a great time to reflect on your family and how to make it stronger. As the U.S. Department of Health and Human Se...
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Buyers offering more than the list price for an existing home?
By Dan Dolan Dan Dolan Homes The discussions were particularly animated at a recent real estate meeting that I attended. For those of us old enough to remember the vintage, “Can you top this?” radio program, someone would mention an event, and another would “top it” with an even more ex...
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A Family Meeting Can Complete your Estate Planning
By Curt Ford Nash Nash Bean & Ford It takes a lot of thought and consideration to complete your well-designed estate plan. You’ve considered who should receive which assets, what charities you want to benefit, and who will be executor of your estate. To help ensure that your plan pro...
