Posts Tagged Schillig
-
“CLASS” is coming… at least for now…
By Richard J. Schillig, CLU, ChFC, LUTCF Independent Insurance and Financial Advisor A little-noticed provision of the Affordable Care Act creates a public option for long-term care insurance – the Community Living Assistance Services and Support Plan (CLASS). Under the current law, this will...
-
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...
-
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...
-
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...
-
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...
-
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...
-
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...
-
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...
