Posts Tagged Market Volatility

  • Social Security Tax - Unnecessary Social Security Tax – Unnecessary

    By Richard J. Schillig, CLU, ChFC, LUTCF Independent Insurance and Financial Advisor Following our "Discovery Alternatives" workshops, questions continue to arise on the strategies we recommend for our clients to minimize or reduce income taxes. Alternatives are available. Annuity strategies ma...

  • Protection without the Drama Revisited 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...

  • Goodbye to an Awful Ten Years 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...

  • Protection. Without all the drama. Protection. Without all the drama.

    By Richard J. Schillig, CLU, ChFC, LUTCF Independent Insurance and Financial Advisor Our financial practice focuses on the use of fixed and fixed-index annuities due to their safety from stock and mutual fund market downturns. What a roller coaster ride with the stock and mutual fund mar...

  • 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??...