Mastering Money 2/21/20

by | Feb 21, 2020 | Podcast

Statistically, most of the serious accidents– and even the deaths–that occur on mountain climbing expeditions, happen NOT on the way UP, but on the way back down! Ask any mountain climbing expert, and they’ll tell you: Coming down is much...

Mastering Money 2/20/20

by | Feb 20, 2020 | Podcast

Peter Oumanski writing for the Wall Street Journal says that  digital devices are potentially damaging your finances—but not in the way you might think. Smartphones and other gadgets allow us to follow our friends, read the news, watch a football game and...

Mastering Money 2/19/20

by | Feb 19, 2020 | Podcast

As we discussed previously on Mastering Money, Wall Street is gearing up to find profitable ways to take on the issue of climate change and the emission of carbon into the atmosphere. No matter where you stand on climate change, there may  now be a BUCK in...

Mastering Money 2/18/20

by | Feb 18, 2020 | Podcast

Jeff Bezos has recently committed ten billion dollars to form the Bezos Earth Fund which would help back scientists, activists, non-government organizations and any other effort that (quote)   “offers a real possibility to help preserve...

Mastering Money 2/17/20

by | Feb 16, 2020 | Podcast

Today on Mastering Money…It’s a MOTLEY FOOL MONDAY!! The Motley Fool Money Show is one of the most popular stock market talk shows in America, featuring top market experts and heard by millions of listeners coast to coast—including Saturdays right here on...

Mastering Money 2/14/20

by | Feb 14, 2020 | Podcast

American millennials are approaching middle age in worse financial shape than every living generation ahead of them, lagging behind baby boomers and Generation X despite a decade of economic growth and falling unemployment. New data show that millennials may never...

Quick Links

Home
FAQ
Annuities
investment
Financial Planning

LOCATIONS

Scottsdale/Metro Phoenix
7702 E Doubletree Ranch Road
Suite 300
Scottsdale, AZ 85258

CONTACT US

Local: PHX (480) 902-3333

Local: PHX 888) 310-1776

Monday - Thursday
9 am - 5 pm

All written content on this site is for information purposes only. Opinions expressed herein are solely those of IQ Wealth Management and our editorial staff. Material presented is believed to be from reliable sources, however, we make no representations as to its accuracy or completeness. All information and ideas should be discussed in detail with your individual adviser prior to implementation. Fee based financial planning and investment advisory services are offered by IQ Wealth Management, a Registered Investment Advisor in the State of Arizona. Insurance products and services are offered through IQ Retirement Planning, Inc. The presence of this web site shall in no way be construed or interpreted as a solicitation to sell or offer to sell investment advisory services to any residents of any State other than the State of Arizona or where otherwise legally permitted. All references to locations outside of Arizona relate to our insurance services division only. Steve Jurich is a licensed life and annuity agent authorized in multiple states including California. (License 0b85609). Because our portfolios often allocate a combination of securities and insurance based products, we believe it is important for the consumer to understand the difference. Securities can and do lose money. Fixed index annuities should be viewed as long term income vehicles. Guaranteed Withdrawal Benefits are optional rider benefits for premium avaialble on some annuities, not available in all states. All guarantees are contractual guarantees provided by the claims paying ability of the insurer. Early surrenders beyond penalty free withdrawal privileges may incure surrender charges. Withdrawals prior to age 59 1/2 may incur tax penalties. Income rider values are are designed to generate contractually guaranteed income streams based on pooled reserves, and are separate from accumulated values. No specific investment, tax, or legal advice is being given and no offer is made to sell or buy any security, nor any specific insurance product. Always consult your tax preparer for tax advice. Past performance of all financial vehicles and indexes should not be relied upon to predict future results.Income and withdrawal guarantees on fixed index annuities refer to income values, not interest rates on accumulation values. Income withdrawal benefits are drawn from accumulation values. When withdrawal rates exceed interest rates on accumulation values, accumulation values are in position to fall. When withdrawal rates are less than interest rates on accumulation values, accumulation values are in position to rise. See your annuity documents for details.
Life Insurance Agency | Financial Planner | Financial Consultant