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Retirement Planning

Can an IRA Be Part of My Estate Plan?

Dennis D. Duffy · Jun 19, 2014 ·

Your estate plan should be viewed as part of a holistic long-term financial plan. It is important to prepare for each stage of life. There are the active retirement years that many people look forward …

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Retirement Planning for Veterans

Dennis D. Duffy · Nov 11, 2013 ·

This month we celebrate Veterans Day, and people around the country are taking some time to remember the sacrifices that are made by members of the armed services. Though the sacrifices are …

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What is the Difference Between Medicaid and Medicare in Iowa?

Dennis D. Duffy · Aug 16, 2013 ·

It is kind of amazing to think that 10,000 people are applying for Social Security every week. This volume of applications is going to be accepted by the Social Security Administration for the next 20 …

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Information You Need When Retirement Planning in Iowa

Dennis D. Duffy · Aug 9, 2013 ·

Retirement planning in Iowa is absolutely vital if you want to be able to put your working years behind you. Buying Powerball tickets is not a very effective retirement plan. It takes levelheaded …

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Social Security & Medicare: Beware of Wishful Thinking

Dennis D. Duffy · Jul 19, 2013 ·

The matter of retirement planning is often times ignored by people because they think that they already have a retirement plan in place. They expect to receive Social Security benefits, and they will …

[Read more...] about Social Security & Medicare: Beware of Wishful Thinking

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1840 E 54th St
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