Archive for Finance

  • Death and Taxes Death and Taxes

    By David W. Deuth, CFSP President, Weerts Funeral Home “In this world nothing can be said to be certain, except death and taxes.” This now iconic phrase is said to have been penned by none other than Benjamin Franklin, as found in the re-printed work, The Works of Benjamin Franklin, in 1...

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

    By Cristina Vital Manager Rock Island Social Security office SPRING INTO RETIREMENT Here are a few important items about Social Security retirement benefits, and how to apply for them. When you work and pay Social Security taxes, you earn “credits” toward Social Security benefits....

  • MARCH MADNESS AT SOCIAL SECURITY MARCH MADNESS AT SOCIAL SECURITY

    By Mark Owens Social Security District Manager Davenport, Iowa YOUR SOCIAL SECURITY Davenport, Iowa Office It’s that time of year! Basketball fans are gearing up for March Madness — a time when the final four teams in the NCAA fight for the title of national champion. While basketball f...

  • YOUR SOCIAL SECURITY Davenport, Iowa Office YOUR SOCIAL SECURITY Davenport, Iowa Office

    By Mark Owens Social Security District Manager Davenport, Iowa NEW TO ELECTRONIC PAYMENTS? Beginning March 1, with few exceptions, all federal benefits, including Social Security and Supplemental Security Income (SSI) benefits, are to be paid electronically. That’s according to a rule f...

  •  One Benefit for Achieving Age 70 1/2 or older One Benefit for Achieving Age 70 1/2 or older

    By Richard J. Schillig, CLU, ChFC, LUTCF Independent Insurance and Financial Advisor Is there a benefit to aging? The American Taxpayer Relief Act of 2012 is telling us there is a huge benefit to hitting the golden age of 70 1/2, especially if we hold qualified retirement accounts, such as IRA...

  • Why Continuing Care Retirement Communities? Why Continuing Care Retirement Communities?

    By Bob Morrison Development Director of Ridgecrest Village Passionate Lifestyle Testimonies! - Part 1 “Life is like a mirror. You get the best results when you smile at it,” said Ollie Gallaher. “Well, that describes so many happy, upbeat people here at Ridgecrest Village. We no longer...

  •  How a one-time down payment lets you live “payment free” for as long as you remain in your home. What’s not to like? How a one-time down payment lets you live “payment free” for as long as you remain in your home. What’s not to like?

    By Dan Dolan Dan Dolan Homes Many of you who read my commentaries in this publication know we have supported the mortgage program approved by Congress a couple years ago. The Reverse Mortgage for Purchase lets seniors age 62 and over purchase a new Dan Dolan home with a moderate one-time down pa...

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

    By Cristina Vital Manager Rock Island Social Security office SOCIAL SECURITY ANNOUNCES NEW ONLINE SERVICES AVAILABLE WITH A MY SOCIAL SECURITY ACCOUNT Michael J. Astrue, Commissioner of Social Security, today announced the agency is expanding the services available with a my Social Securit...