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Meet with Scottsdale Financial Planner Steve Jurich - (480) 902-3333 Schedule Online
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Archive for September 2017

The 4 Important Phases of Your Financial Life

There are four basic phases to your financial life: 1) The Start Up Phase (age 20-35) where you are struggling to get ahold of your finances and get to a point where you can truly start saving, then comes 2) The Accumulation Phase (age 35 to 55) where you get serious about contributing to a…

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What Is An Annuity, and How Do You Compare Annuities?

How do you compare the benefits and features of each type of annuity? Generally speaking, Baby Boomers are independent thinkers. They have always been unwilling to accept old-guard thinking that no longer applies to them, or to the current world. Suddenly, in the past few years, annuities are rising in demand as Baby Boomers retire.…

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