by Steve Jurich, AIF® | Jun 8, 2024 | Blog
It’s only natural–the speed at which you process information– and your capacity to solve problems of logic–gradually diminishes with age. It doesn’t mean that you are old or over the hill at 65, 70, or 75. But it does mean the time may be right to...
by Steve Jurich, AIF® | Feb 5, 2024 | Blog
Tom, age 60, an electrical engineer for a Phoenix area high tech firm, went to work right out of college. He began contributing to his 401(k), reaching a value of approximately $950,000. No pension was offered. Because he is retiring in the next few years, he...
by Steve Jurich, AIF® | Dec 3, 2023 | Blog
Can we agree that these are wobbly times for the economy, for real estate and for stocks? Perhaps that’s why many people are buying principal protected annuities with guaranteed lifetime income right now—especially as all or part of a 401(k) 403(b), 457 plan, or...
by Steve Jurich, AIF® | Jul 5, 2023 | Blog
Retirement planning is hard because safe, secure income is the key to a confident retirement. But here’s the real question: where do you find it? Bond mutual funds? They are often called “fixed income” investments, but are they safe? In my view, any asset that refers...
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...
