Archive for Finance
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Required Distributions: Changes You Need to Know
By Craig Schillig, LUTCF Independent Insurance and Financial Advisor The Setting Every Community Up for Retirement Enhancement Act of 2019 (SECURE Act) changed the rules for taking distributions from retirement accounts inherited after 2019. The so-called 10-year rule generally requires inherited ...
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Your Advocacy Connection
We Solve Long Term Care Problems Why Spend Down Needlessly? By Gail Glockhoff-Long GolderCare Solutions Benefits Advocate We hear from people all the time about how their helpful and well-intentioned attorney, social service agency, or nursing home staff gave them advise on how to spend dow...
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YOUR SOCIAL SECURITY | Rock Island, Illinois Office
By Cristina Vital Social Security Manager Rock Island Social Security Office HAPPY HOLIDAYS FROM SOCIAL SECURITY We hope your holidays are filled with joy and warmth. During this and every season, we want you to know that we are here to serve you. Did you know that our online services are avai...
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YOUR SOCIAL SECURITY | Davenport, Iowa Office
By Pam Shaw Social Security District Manager Davenport Social Security Office SOCIAL SECURITY’S TOP 10 WEBPAGES FOR 2025 SSA.gov is your best resource to learn about Social Security programs and benefits and conduct business with us. Our website is designed to make it easy for you to find ...
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In Memoriam: Dick Schillig
It is with a heavy heart that we tell you Richard “Dick” Schillig passed away on September 20, 2024. He had been a contributor to this publication for the past 20+ years. His expertise was in finance. He wrote an article each month about financial issues, social security updates and the best wa...
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2024 Year-End Tax Tips
By Craig Schillig, FSCP, LUTCF Independent Insurance and Financial Advisor Here are some things to consider as you weigh potential tax moves between now and the end of the year. 1. Defer income to next year Consider opportunities to defer income to 2025, particularly if you think you may be in a...
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YOUR SOCIAL SECURITY | Davenport, Iowa Office
By Pam Shaw Social Security District Manager Davenport Social Security Office HAPPY THANKGIVING FROM SOCIAL SECURITY Thanksgiving is a time to reflect on our blessings and to share memories with our loved ones. During this holiday season and throughout life’s journey, we are here to help pro...
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YOUR SOCIAL SECURITY | Rock Island, Illinois Office
By Cristina Vital Social Security Manager Rock Island Social Security Office WHY IT’S IMPORTANT TO CHECK YOUR EARNINGS HISTORY It may have been years or even decades since you thought about how much you earned at your first job. Did you know that you can find out how much you made that first...
