Archive for Finance
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Caring for Your Aging Parents
By Richard J. Schillig, CLU, ChFC, LUTCF Independent Insurance and Financial Advisor Caring for your aging parents is something you hope you can handle when the time comes, but it’s the last thing you want to think about. Whether the time is now or somewhere down the road, there are steps that y...
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YOUR SOCIAL SECURITY | Davenport, Iowa Office
10 WAYS TO PROTECT YOUR PERSONAL INFORMATION By Pam Shaw Social Security District Manager Davenport Social Security Office Identity theft affects millions of people each year and can cause serious harm. Protect yourself by securing your personal information, understanding the threat of identity ...
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YOUR SOCIAL SECURITY | Rock Island, Illinois Office
By Cristina Vital Social Security Manager Rock Island Social Security Office ON THE GO? YOU CAN STILL USE SOCIAL SECURITY ONLINE WHEN TRAVELING Social Security is here for you when you travel, whether you’re in the United States or in another country. Our online services page at www.ssa.go...
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Is Your Retirement Income Taking a HIT(S) with these Bear Markets?
By Richard J. Schillig, CLU, ChFC, LUTCF Independent Insurance and Financial Advisor One year ago (May 2022) we featured this article emphasizing HIT focusing on Healthcare, Inflation and Taxes. One year later we need to add ‘S’ – Is your retirement income taking a HITS? The “S” stands f...
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YOUR SOCIAL SECURITY | Davenport, Iowa Office
By Pam Shaw Social Security District Manager Davenport Social Security Office SLAM THE SCAM WITH SOCIAL SECURITY The Social Security Administration and its Office of the Inspector General (OIG) continued to raise public awareness about Social Security imposter scams during the fourth annual ...
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Aging and You
Locally Owned and Operated – An Important Consideration in Senior Living Living in a community which is locally owned and operated is something residents just take in stride. By Julie Arndt Marketing Director at Ridgecrest Village I love working at Ridgecrest Village. It is a special place...
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The Benefits of Tax-Advantaged Savings Vehicles
By Richard J. Schillig, CLU, ChFC, LUTCF Independent Insurance and Financial Advisor Another Tax Season is almost over. How did you make out this year? Taxes can take a big bite out of your total investment returns, so it’s helpful to look for tax-advantaged strategies when building a portfolio....
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YOUR SOCIAL SECURITY | Rock Island, Illinois Office
By Cristina Vital Social Security Manager Rock Island Social Security Office HOW WE PROTECT YOU FROM MISLEADING ADVERTISING AND COMMUNICATIONS Social Security works with the Office of the Inspector General (OIG) to protect you from scams that use Social Security as bait. Section 1140 of the ...
