Posts Tagged Retirement Assets

  • 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 ...

  • Planning for the Summit Planning for the Summit

    By Richard J. Schillig, CLU, ChFC, LUTCF Independent Insurance and Financial Advisor Planning for retirement is like planning to climb Mt. Everest. We plan or condition ourselves well in advance - years in advance - for the goal of reaching the retirement summit - just as climbers have conditio...

  • Introducing “Choices” Introducing “Choices”

    By Richard J. Schillig, CLU, ChFC, LUTCF Independent Insurance and Financial Advisor Beginning this month, we will be hosting a series of workshops for our clients and potential clients. These workshops are in fact workshops – not seminars. Our intention with these programs is to provid...

  • Split Annuities – Another Way to Defer Tax Split Annuities – Another Way to Defer Tax

    By Richard J. Schillig, CLU, ChFC, LUTCF Independent Insurance and Financial Advisor 'Split Annuities' are my favorite strategy for managing and protecting assets especially valued retirement assets. A ‘Split Annuity’ is really two or more annuities that are issued together – to coordinat...

  • 2010 Resolution – Take Control 2010 Resolution – Take Control

    By Richard J. Schillig, CLU, ChFC, LUTCF Independent Insurance and Financial Advisor I encourage you to use the Golden Rule of Investing in 2010 Resolve – if you have not applied the Golden Rule of Investing to your retirement assets – then do it! What’s the Golden Rule of Investing??...