Archive for Finance
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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...
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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...
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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...
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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...
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YOUR SOCIAL SECURITY | Davenport, Iowa Office
By Pam Shaw Social Security District Manager Davenport Social Security Office CELEBRATING 88 YEARS OF SOCIAL SECURITY For 88 years, Social Security has provided income protection to millions of retirees, people with disabilities, dependents, and families that lose a wage earner. We are proud t...
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Don’t Make this Mistake! IRA Beneficiary(ies), Have Your Affairs in Order!
By Richard J. Schillig, CLU, ChFC, LUTCF Independent Insurance and Financial Advisor Recently I was reminded of this very important ruling and the impact on families. I wanted to share with readers this month. The U.S. Supreme Court Ruling on retirement plan beneficiary form. The case Kennedy Vs ...
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The Sandwich Generation: Juggling Family Responsibilities
By Richard J. Schillig, CLU, ChFC, LUTCF Independent Insurance and Financial Advisor At a time when your career is reaching a peak and you are perhaps looking ahead to your own retirement, you may find yourself in the position of having to help your children with college expenses while at the same...
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YOUR SOCIAL SECURITY | Davenport, Iowa Office
By Pam Shaw Social Security District Manager Davenport Social Security Office ARE YOU AGE 70 OR OLDER AND NOT YET RECEIVING BENEFITS? Retirement is not one-size-fits-all. It can mean different things to different people. Perhaps you have not applied for Social Security retirement benefits be...