by Steve Jurich | Feb 8, 2020 | Blog
Over the past century, markets have crashed A DOZEN TIMES, several times by more than fifty percent, leaving people’s finances and dreams in disarray for YEARS. Not only is money lost, but TIME is lost. It takes time to build up a nest egg. The last thing anyone...
by Steve Jurich | Feb 1, 2020 | Blog
During your working years, you get paid for your expertise. When your working years end, you need to find investments that pay you for waking up in the morning. Typically, the most effective way to get paid to own your investments in retirement is to allocate a large...
by Steve Jurich | Jan 16, 2020 | Blog
Most investors in or near retirement are looking for three main things with their nest eggs: 1) ample liquidity 2) permanent, worry-free income to cover all expenses, and 3) an effective and systematic way to grow money in the stock market over time. The stock market...
by Steve Jurich | Dec 28, 2019 | Blog
Many people own revocable living trusts and consider the idea of making their trust the beneficiary of their IRA. Even before new laws were proposed, the idea was problematic. Unless your trust is specifically worded using what is known as a “conduit...
by Steve Jurich | Nov 30, 2019 | Blog
Everyone is seeking the ideal investment: 20% annual returns, 100% safe, 100% liquid. Here’s the problem: It doesn’t exist. Today with 10 year treasury bonds paying in the range of 1.5% in the USA and nearly .7% NEGATIVE rates in Germany (one of the...
by Steve Jurich | Oct 24, 2019 | Blog
Knowing what you can control in this world–and what you can’t–is the first step in planning your successful retirement. Financially speaking, once you give up your paychecks from work there is a simple phrase you’ve heard often that must become...
