Posts Tagged Clu Chfc
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Women and Finance
By Richard J. Schillig, CLU, ChFC, LUTCF Independent Insurance and Financial Advisor On June 9 and 14, we will be hosting another round of our “Choices” workshops. This workshop is for persons and couples retired or soon to be retired (within 10-12 years). All are encouraged to attend – b...
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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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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...
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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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Goodbye to an Awful Ten Years
By Richard J. Schillig, CLU, ChFC, LUTCF Independent Insurance and Financial Advisor Thank goodness the first 10 years of this 21st century is in the past. Lots to be thankful for assuming we are enjoying good health and family good health. However, our retirement nest eggs have not enjoye...
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Health Care Reform – Fact vs. Fiction
By Richard J. Schillig, CLU, ChFC, LUTCF Independent Insurance and Financial Advisor There are several e-mail campaigns making their way around right now claiming that, beginning in 2011, taxable income on Forms W-2 will be increased to reflect the value of employer-provided health insurance...
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Where Did Those Credits Go?
By Richard J. Schillig, CLU, ChFC, LUTCF Independent Insurance and Financial Advisor We are all concerned with government spending especially “deficit” spending and the potential for tax increases. The Government Accounting Office has once again reported another month in which the treasury ...
