Posts Tagged Clu Chfc

  • 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...

  • Fear and Greed Index Fear and Greed Index

    By Richard J. Schillig, CLU, ChFC, LUTCF Independent Insurance and Financial Advisor Really – what makes today’s stock and mutual fund markets so volatile? We hear about lots of influences that cause the stock market to bounce all over the place. The S&P 500 and the Dow Jones Industrial A...

  • Advance Care Directives Advance Care Directives

    By Richard J. Schillig, CLU, ChFC, LUTCF Independent Insurance and Financial Advisor Folks. I can’t over emphasize the importance of long-term care planning. This planning must be a part your regular retirement planning, both prior to retirement and during retirement. Long-term care is an emo...

  • IRA Contribution Amounts IRA Contribution Amounts

    By Richard J. Schillig, CLU, ChFC, LUTCF Independent Insurance and Financial Advisor The maximum amount you can contribute to a traditional IRA or Roth IRA in 2012 remains at $5,000 (or 100 percent of your earned income, if less), unchanged from 2011. The maximum catch-up contribution for those...

  • Taxes, Taxes, Taxes Taxes, Taxes, Taxes

    By Richard J. Schillig, CLU, ChFC, LUTCF Independent Insurance and Financial Advisor This is the season! We are in that annual ritual of sorting through all those papers in preparation for income taxes. We all do it. We all are required to do it. Over the last several 50+ Lifestyles’ articles...

  • Exclude Income from Taxes Exclude Income from Taxes

    By Richard J. Schillig, CLU, ChFC, LUTCF Independent Insurance and Financial Advisor Income tax season is upon us again!! As we deal with 2011 income taxes and compile all that stuff needed to complete tax returns, we are also being inundated with lots of media coverage on the potential of vari...

  • Resolve for Safety and Flexibility in 2012 Resolve for Safety and Flexibility in 2012

    By Richard J. Schillig, CLU, ChFC, LUTCF Independent Insurance and Financial Advisor As we turn the calendar to another year, I am sure you are aware that 2011 ended up not a strong stock and mutual fund year. For a long time now, I’ve encouraged retirees and soon to be retired folks (within ...

  • What’s a Medicare Advantage Plan? What’s a Medicare Advantage Plan?

    By Richard J. Schillig, CLU, ChFC, LUTCF Independent Insurance and Financial Advisor Medicare Advantage Plans provide an alternative way for people to receive Medicare benefits. This year’s annual enrollment period ends Dec. 7. Medicare beneficiaries wanting to make changes to their Medicare ...

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