Archive for Retirement

  • Another  Annual Enrollment: Oct. 15 to Dec. 7 Another Annual Enrollment: Oct. 15 to Dec. 7

    By Richard J. Schillig, CLU, ChFC, LUTCF Independent Insurance and Financial Advisor Time really flies when having fun!! We are having fun! We are having fun helping people with their Medicare decision. Let’s clarify - having fun is not making fun of people. But we are having fun explaining to p...

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

    By Cristina Vital Social Security Manager Rock Island Social Security Office UNDERSTANDING SOCIAL SECURITY SPOUSES’ BENEFITS Marriage is a tradition that exists on every continent and in nearly every country. Having a partner not only means creating a family unit, it means sharing things like...

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

    By Linda Clayton-Powell Social Security District Manager Davenport, Iowa SOCIAL SECURITY CAN HELP YOU GET BACK TO WORK Having a job means different things to different people, but it can give you a sense of self, a community to rely on, and much-needed structure. Some people define themselves th...

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

    By Linda Clayton-Powell Social Security District Manager Davenport, Iowa BEWARE OF FALSE SOCIAL SECURITY OR MEDICARE ADVERTISEMENTS Scammers have become more aggressive and sophisticated in the digital age. With millions of people relying on Social Security and Medicare, scammers target audi...

  • Your Advocacy Connection Your Advocacy Connection

    By Gail Glockhoff-Long GolderCare Solutions Demystifying Insurance Before coming to GolderCare, I worked in the compliance and product development area of a local life insurance company for 23 years. There were days I felt like Flo from the Progressive commercial translating Insurance to Englis...

  • 2018 Tax Filing Data Shows Need to Review Withholding 2018 Tax Filing Data Shows Need to Review Withholding

    By Richard J. Schillig, CLU, ChFC, LUTCF Independent Insurance and Financial Advisor The IRS continues to encourage taxpayers to review the amount of tax they have withheld to avoid an unexpected tax surprise when filing 2019 tax returns. Preliminary 2018 tax filing data seems to show the need for...

  • Preparing and Organizing Legal Documents for the Future Preparing and Organizing Legal Documents for the Future

    By Karen McCoy Marketing Consultant at Ridgecrest Village Here are a couple of stories that many may relate to: Charles and Doris: Charles and Doris have been married for 53 years. He was in charge of the family affairs; paying bills, tending to insurance needs and so much more. Charles had a str...

  • Why “looking to buy in 2 years” is not a sound financial home buying decision for seniors. Why “looking to buy in 2 years” is not a sound financial home buying decision for seniors.

    By Kevin Dolan Dan Dolan Homes “We’ll be doing something in a couple years” the visitor to my open house in Bettendorf told me. “We’re just not ready to decide on our senior housing yet,” she went on to say. She and her husband still enjoy gardening and working in the yard, and they do...