Archive for Retirement

  • Bonus Annuity Remains for New Year Bonus Annuity Remains for New Year

    By Richard J. Schillig, CLU, ChFC, LUTCF Independent Insurance and Financial Advisor As a follow-up to last month’s article, I want to remind all readers that the 45% bonus on our annuities remains available this month. Recall this very lucrative bonus? Bonus remains for both qualified and non-q...

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

    By Pam Shaw Social Security District Manager Davenport Social Security Office HOW PROVIDING RACE AND ETHNICITY DATA HELPS ALL CUSTOMERS We are continuously working to better understand how Social Security’s programs serve the public. Collecting race and ethnicity data for research and statis...

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

    By Pam Shaw Social Security District Manager Davenport Social Security Office SOCIAL SECURITY BENEFITS INCREASE IN 2024 More than 71 million Americans will see a 3.2% increase in their Social Security benefits and Supplemental Security Income (SSI) payments in 2024. On average, Social Security...

  • 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 SOCIAL SECURITY AND SCAM AWARENESS Social Security imposter scams continue to be widespread across the United States. Scammers use targeted, sophisticated tactics to deceive you into providing sensitive information or...

  • Annuities: Tax Deferral, Compounding, and Protection for the Win!!  And Currently Paying  a 45% Bonus Annuities: Tax Deferral, Compounding, and Protection for the Win!! And Currently Paying a 45% Bonus

    By Richard J. Schillig, CLU, ChFC, LUTCF Independent Insurance and Financial Advisor Annuities can be a powerful addition to a retirement plan, especially since they offer the combined benefits of tax deferral, compounding and protected income generally not present in many other investments. The t...

  • CASI – Grateful for All Its Blessings CASI – Grateful for All Its Blessings

    By Laura L. Kopp, MS CASI President/CEO As we enter the season of thanks and giving, I give pause to appreciate all the blessings bestowed upon CASI this past year. While we faced diversity like never before through funding cuts, staff changes and losses, we also were blessed by the outpouring o...

  • Watch Out for Student Loan Repayment Scams Watch Out for Student Loan Repayment Scams

    US Supreme Court Blocks Student Loan Cancellation, Payments to Resume… By Richard J. Schillig, CLU, ChFC, LUTCF Independent Insurance and Financial Advisor In August 2022, President Biden signed an executive order cancelling up to $10,000 of federal student loan debt ($20,000 for Pell Grant rec...

  • 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 SOCIAL SECURITYANNOUNCES 3.2 PERCENT COLA INCREASE FOR 2024  Social Security and Supplemental Security Income (SSI) benefits for more than 71 million Americans will increase 3.2 percent in 2024, the Social Security A...