Posts Tagged Retirement Plans

  • YOUR SOCIAL SECURITY Rock Island, Illinois Office YOUR SOCIAL SECURITY Rock Island, Illinois Office

    By Cristina Vital Manager Rock Island Social Security office (WE DON’T NEED TO) SEE YOU IN SEPTEMBER Summertime is over, and it is time to face the fall. Hopefully, your family has enjoyed a nice vacation, and you have had your share of fun in the sun. You may even reminisce about the ...

  • Planning the Second Time Around Planning the Second Time Around

    By Curt Ford Nash Nash Bean & Ford After dating for two years in their late 60s, Jim and Nancy created a new family when they were married in a beautiful backyard ceremony, surrounded by friends and family, including their adult children from their first marriages. Following the ceremo...

  • 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...

  • 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...

  • They’re Back!!! RMDs are back for 2010! 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. ...

  • Protecting Your Assets Protecting Your Assets

    By Curt Ford Nash Nash Bean & Ford Part of estate planning is keeping your estate from being diminished by taxes, but also unforeseen expenses, liabilities, etc. The increased litigiousness of American society has made asset protection more important than ever. Here are a few of the basics....

  • A New Tax and Retirement Opportunity in 2010 A New Tax and Retirement Opportunity in 2010

    By Curt Ford Nash Nash Bean & Ford We all know the importance of saving for retirement. However, those earning above $100,000 have had one retirement saving opportunity denied them: the Roth IRA. The Roth IRA, which became available to some people over a decade ago, is like a traditional I...

  • What Every IRA Owner Should Know What Every IRA Owner Should Know

    By Richard J. Schillig, CLU, ChFC, LUTCF Independent Insurance and Financial Advisor We recently acquired a new publication titled “What Every IRA Owner Should Know” This booklet provides tips and strategies to help you make the most of your hard-earned assets. IRAs along with other retireme...