Posts Tagged Retirement Money
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The happiest people don’t have the best of everything; They just make the best of everything
By Richard J. Schillig, CLU, ChFC, LUTCF Independent Insurance and Financial Advisor Have you observed this being real? The happiest people clearly don’t have it all, but they certainly make the best of what they have. The amount of retirement money you have is not important. What is importa...
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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 ...
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Known or Unknown
By Richard J. Schillig, CLU, ChFC, LUTCF Independent Insurance and Financial Advisor New realities are-reshaping American retirement. That calls for new strategies and not just in your planning during the years leading up to your retirement. Your investment needs are different during the retire...
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Re-Introducing “Choices”
By Richard J. Schillig, CLU, ChFC, LUTCF Independent Insurance and Financial Advisor Earlier this year, we re-introduced our “Choices” workshops for our clients and potential clients. See our ad below promoting the June 7 and 9 evenings at Bennigans in Bettendorf. These workshops are in...
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Protection without the Drama Revisited
By Richard J. Schillig, CLU, ChFC, LUTCF Independent Insurance and Financial Advisor Our clients - following our annuity strategies – have not lost money due to market volatility. That’s because fixed index annuities are insurance products, so they are protected from losing principal as a r...
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They’re Back!!! RMDs are back for 2010!
By Richard J. Schillig, CLU, ChFC, LUTCF Independent Insurance and Financial Advisor We manage assets to protect valued retirement money against life’s risks – taxation is a risk. We are continuing our theme during this 1st half of 2010 on the tax risk we face with our retirement money. ...
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2010 Resolution – Take Control of your tax risk
By Richard J. Schillig, CLU, ChFC, LUTCF Independent Insurance and Financial Advisor Annuities – without question will help us reduce the amount of federal and state income tax as well as the amount of social security tax. I encourage you to take control of the taxation risk. It’s tax...
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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??...
