Steve’s 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...

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® 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 advice...

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...

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...

Inflation is everywhere you look. The price of gas, food, and just about everything you need and want to live--all rising relentlessly. The "experts" say it is just temporary. Here's the problem: had the current administration taken action to foresee and preempt...

While the stock market may dip due to the PSYCHOLOGICAL effects of a recession or unexpected event, there is a big difference between a dip and a crash. Why do I emphasize the word "psychological" here? Because psychology drives the market, not money. The broad market...

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...

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...

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....