Posts Tagged Assets

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

    By Linda Clayton-Powell Social Security District Manager Davenport, Iowa Social Security Board of Trustees: No Change in Projected Year of Trust Fund Reserve Depletion The Social Security Board of Trustees today released its annual report on the long-term financial status of the Social Sec...

  • Sandwiched, Part 2 Sandwiched, Part 2

    By David W. Deuth, CFSP President, Weerts Funeral Home Those who may have read last month’s article are already familiar with the term “Sandwich Generation” – those who are sandwiched between caring for a parent (or other relative) AND caring for (or financially supporting) their childr...

  • Planning the Second Time Around Planning the Second Time Around

    By Curt Ford Nash Nash Bean & Ford After dating for two years in their late 60s, Jim and Nancy created a new family when they were married in a beautiful backyard ceremony, surrounded by friends and family, including their adult children from their first marriages. Following the ceremo...

  • What if...........? What if………..?

    By Richard J. Schillig, CLU, ChFC, LUTCF Independent Insurance and Financial Advisor What if the retirement plan you have today will not turn out the way you thought it was going to…..then WHEN would you want to know that? If the retirement plan you have today is not as true as you thought it...

  • Your Advocacy Connection - What does GolderCare Solutions do? – Part 5 Your Advocacy Connection – What does GolderCare Solutions do? – Part 5

    Your Advocacy Connection Offering Comprehensive Care and Financial Advocacy GolderCare Solutions provides long-term care solutions by offering classic and comprehensive care coordination and advocacy. Comprehensive care coordination and advocacy services helps to provide solutions to our clie...

  • Will the State Really Take My House? - Your Advocacy Connection Will the State Really Take My House? – Your Advocacy Connection

    By Julie Arndt GolderCare Solutions Offering Comprehensive Care and Financial Advocacy People entering the long term care system are often overwhelmed with concerns. Unfortunately many of these concerns are not founded on clear accurate information, but rather what they have “heard” from...

  • Avoid these Estate Planning Mistakes Avoid these Estate Planning Mistakes

    By Curt Ford Nash Nash Bean & Ford Making an estate plan is one of the most important things you can do, both for yourself and for your family. Because it’s such an important step, the estate planning process is full of essential decisions – and, there’s the potential for mistake...

  • Don’t Sign That Deed Until You Read This Don’t Sign That Deed Until You Read This

    By Curt Ford Nash Nash Bean & Ford People who are trying to arrange their assets so that they’ll avoid probate or so that they’ll qualify for Medicaid sometimes decide to deed their property to their children. At first blush, this seems like the perfect solution. It’s quick, it’s e...

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