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

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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…

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Finding the Right Investment Manager

One of the most important and difficult tasks regarding your financial future is finding the right investment manager. Several factors go into choosing the right investment manager who will provide individualized attention, mitigate risks and align their incentives with your financial goals. What Type of Investment Professional Do Your Need? You will want to choose…

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Millenials and 401k Planning

Millennials entering the workforce today are very unlikely to ever see a traditional pension as part of a benefits package. Today, young workers need to focus on different ways to save money for retirement, including 401(k) plans that are adopting pension-like features. The good news is the number of workers enrolling in a 401(k) plan…

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Not All Hope Is Lost in Wall Street

Based on rhetoric from both sides of the aisle, it’s clear that many Americans have lost faith in the government, banks and other long-standing institutions, including Wall Street. For decades, Wall Street has pretty much been the economic barometer in this country. When it’s doing poorly, people become concerned, even fear that life savings might…

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What You Need to Know About Life Insurance Planning

Life insurance can be an important financial planning tool. However, its complexity can leave people confused and even skeptical of its intent. We would like to help clear this confusion by explaining what you need to know about life insurance planning to make a decision that best fits your needs. You Need Life Insurance if…

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Fortify Your 401k Rollover With A Financial 2-for-1

Annuities are part investment, part insurance—you get both with the same dollar.  Study after study reveals that 7 out of 10 retired adults think about money most of the time and fear running out of it one day.  The markets are fickle–and we all know that it turn the wrong way one day. Therefore, how…

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