Meet with Scottsdale Financial Planner Steve Jurich - (480) 902-3333

Archive for April 2017

Tips You Should Know About Annuities

When you’re planning for your retirement, you want to make sure that you’re going to be guaranteed an income stream once you retire. An annuity can help you accomplish that guaranteed stream of income. If you are considering purchasing an annuity, here are some tips you should be familiar with: An annuity is a financial…

Read More

3 Retirement Planning Predictions for 2017

If you have concerns about whether you’re on the right track for your retirement planning, you aren’t alone. An uncertain economy and recent changes in government policies are causing many to wonder if their plans for saving for a comfortable retirement will be derailed. Consider these three predictions that could affect retirement planning in 2017:…

Read More

How to Choose Between IRA and 401K

It’s always a good idea to put money in both an IRA and an employer-matched 401(k) for your retirement. The IRS allows you a maximum contribution of $5,500 yearly, and if you’re over 50, you are allowed to contribute an additional $1,000. Keep in mind that if you have both a Roth and a traditional…

Read More

How Do Annuities Work & What is Their Purpose?

An annuity is a good way to ensure that you won’t outlive your retirement income. They were created to reduce this risk, also known as superannuation. As an annuity beneficiary, you’re guaranteed to receive a certain minimum amount of income, paid out on a set schedule, until you die. This is even if this amount…

Read More