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

Are you an investor, a speculator, or a saver at heart?

One choice you will have to make with your retirement money– if you are ever going to sleep well at night– is to determine if you are a long term value investor — or a market timing speculator. Let’s first define the difference between investing and speculating. An investment involves cash flow and return. Speculation…

Read More

Are You Making This D.U.M.B. Money Mistake?

With all the good news in the stock market and the economy (except for a hiccup here and there) it is easy to assume that we are sitting at a point in history that is ideal for the person about to retire. I take an entirely different viewpoint. I believe we have finally reached the…

Read More

How To Predict Your Life Expectancy

When you are considering when to collect retirement benefits from Social Security or you are designing a financial plan to fund your full retirement, one important factor to take into account is how long you might live. A well conceived plan should include multiple, diversified streams of income with high reliability for the full duration…

Read More