by Steven Jurich | 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...
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...
