by Steve Jurich, AIF® | Jul 25, 2021 | Blog
Researchers at Yale and MIT have completed Nobel Laureate research on potential retirement outcomes for today’s retirees. The reason the picture is not pretty for many Baby Boomers, even those with million dollar+ portfolios, is just what you might...
by Steve Jurich, AIF® | Jul 11, 2021 | Blog
How to Help Prevent Aging There is no magic pill that will keep us from getting older. Trendy fashions, dancing like no one’s watching and laughing with friends can make you feel young and invincible, but it won’t stop the process. Aging is biological, and inevitable....
by Steve Jurich, AIF® | May 23, 2021 | Blog
Here’s the deal: There are vast differences between annuity payouts when compared with the more than 1200 available. Both Fidelity and Vanguard rank in the middle of the pack. For your retirement, why not the best? We all want the most for our money and that is...
by Steve Jurich, AIF® | Apr 26, 2021 | Blog
What if you never had to worry about another market crash as long as you live, while at the same time having more guaranteed income than you’ll ever need? Might that change the way you see your future? Might you worry a little less? Once a person retires, it is normal...
by Steve Jurich, AIF® | Mar 28, 2021 | Blog
Something that seemed so far away when you started your first job—is suddenly here. You’ve dreamed and fantasized about the days when your time can truly be your own. But now, as retirement is coming faster with the close of each workday, are you truly ready? Or, if...
by Steve Jurich, AIF® | Feb 20, 2021 | Blog
The joy and solid feeling you get from knowing your money will protect your life and your lifestyle as long as you live is a good one. Billionaires get that feeling because it is pretty hard to screw up a plan that starts out with a billion dollars. But let’s...