by Steve Jurich, AIF® | Feb 6, 2023 | Blog
So…how much money will you really spend in retirement? Probably a lot more than you think, says Dan Ariely, the James B. Duke Professor of Psychology and Behavioral Economics at Duke University writing in the Wall Street Journal.Ariely conducted an in-depth...
by Steve Jurich, AIF® | Dec 13, 2022 | Blog
Women face a variety of unique challenges in retirement planning. Compared with men, they tend to live longer, they contribute less to tax-qualified accounts due to time out for motherhood, and therefore often have much smaller Social Security checks. When their...
by Steve Jurich, AIF® | Jul 30, 2022 | Blog
By Steve Jurich, AIF® Family and friends may mean well, but may not give the right advice. When investing for retirement, you’re likely to hear a lot of well-meaning guidance from family, friends, and others. As you weigh the potential benefits of well meaning...
by IQ Wealth Management | Jun 28, 2022 | Blog
GUEST POST: Written by Jonathan Weber for Sure Dividend. Rising interest rates, high inflation, and fears about a potential recession in the coming quarters have made for a couple of rough months for equity markets. But even during bear markets and market crashes, not...
by Steve Jurich, AIF® | May 28, 2022 | Blog
2022 is an interesting year to say the least. With inflation being reported at a 40-year high, many people wonder—”hey—should I buy inflation protected treasury “I” bonds, known as TIPS?” Should YOU? To get a nice interest rate for a while on a $10,000...
by Steve Jurich, AIF® | Oct 31, 2021 | Blog
Inflation is everywhere you look. The price of gas, food, and just about everything you need and want to live–all rising relentlessly. The “experts” say it is just temporary. Here’s the problem: had the current administration taken action to...
