Posts Tagged Retirement Plan
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Are You Ready for Retirement?
By Richard J. Schillig, CLU, ChFC, LUTCF Independent Insurance and Financial Advisor Retirement readiness is more than just giving up a job or a career after years of service. Retirement readiness is accepting the responsibility to fund and structure the retirement you desire. In order to achie...
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One Benefit for Achieving Age 70 1/2 or older
By Richard J. Schillig, CLU, ChFC, LUTCF Independent Insurance and Financial Advisor Is there a benefit to aging? The American Taxpayer Relief Act of 2012 is telling us there is a huge benefit to hitting the golden age of 70 1/2, especially if we hold qualified retirement accounts, such as IRA...
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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...
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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...
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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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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...
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Re-engineering Retirement for Income
By Richard J. Schillig, CLU, ChFC, LUTCF Independent Insurance and Financial Advisor Most of us used our income-earning years focused on “accumulation” of assets to be used later in life for retirement. During this accumulation phase, we always sought the best selection of investments ...
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YOUR SOCIAL SECURITY
by Cyndi Hagen Social Security Assistant District Manager, Davenport Iowa LESS TIME INSIDE MEANS MORE TIME OUTSIDE The sun is out and there are a thousand and one things you could be doing outside. The last thing you want to do is sit in traffic on your way to the Social Security office,...
