Archive for Stocks

  • 2024 Year-End Tax Tips 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...

  • The Economic Impact of an Aging World The Economic Impact of an Aging World

    By Richard J. Schillig, CLU, ChFC, LUTCF Independent Insurance and Financial Advisor Spending on programs for an aging population is already straining economies throughout the world, and the economic pressure will increase as populations continue to age. During the week of June 10, 2024, French m...

  • Bonus Annuity remains throughout March Bonus Annuity remains throughout March

    By Richard J. Schillig, CLU, ChFC, LUTCF Independent Insurance and Financial Advisor A 35% bonus on our annuities continues throughout the month of March. Recall this very lucrative bonus? Bonus remains for both qualified and non-qualified money. To receive this bonus the minimum investment is $5,...

  • Bonus Annuity Remains for this month Bonus Annuity Remains for this month

    By Richard J. Schillig, CLU, ChFC, LUTCF Independent Insurance and Financial Advisor As a follow-up to January’s article, I want to remind all readers that the 35% bonus on our annuities continues throughout the month of February. Recall this very lucrative bonus? Bonus remains for both qualifie...

  • Bonus Annuity Remains for New Year Bonus Annuity Remains for New Year

    By Richard J. Schillig, CLU, ChFC, LUTCF Independent Insurance and Financial Advisor As a follow-up to last month’s article, I want to remind all readers that the 45% bonus on our annuities remains available this month. Recall this very lucrative bonus? Bonus remains for both qualified and non-q...

  • Annuities: Tax Deferral, Compounding, and Protection for the Win!! And Currently Paying a 45% Bonus Annuities: Tax Deferral, Compounding, and Protection for the Win!! And Currently Paying a 45% Bonus

    By Richard J. Schillig, CLU, ChFC, LUTCF Independent Insurance and Financial Advisor Annuities can be a powerful addition to a retirement plan, especially since they offer the combined benefits of tax deferral, compounding and protected income generally not present in many other investments. The t...

  • Don’t Make this Mistake! IRA Beneficiary(ies), Have Your Affairs in Order! 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 ...

  • Is Your Retirement Income Taking a HIT(S) with these Bear Markets? 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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