Planning a meeting The first step is to fill out this form so we can contact you to find a good time to meet (by phone, zoom or in-office) and get to know each other better. Your meeting will be direct with Steve, you will not be passed. Your retirement is taken seriously and Steve welcomes any questions or concerns you may have. He wants to get to know you and your retirement goals. Steve Jurich is an Accredited Investment Fiduciary®, Investment Manager, Certified Annuity Specialist® and a Reputable Member of the Financial Planning Association® (FPA). You will have an unbiased educational series of conversations free of sales pressure and bound by fiduciary duties (recommending only in your own interest

As we are often reminded, women have a better chance of living to be 100 years old than men - in fact, 82% of the 53,364 centenarians alive in 2010 were women. The ratio between women and men at the age of 100 remains fairly stable. That's why you hear the statistic that eighty percent of men die married, while eighty percent of WOMEN... die alone. The big problem for women is that after the death of their husbands, they can remain on their own for ten years or more - at a time when they may not want to worry about investing. It has been found that the biggest financial fear of the baby boomers

Planning a meeting The first step is to fill out this form so that we can contact you to find a good time to meet (by phone, via zoom or at the office) and get to know each other better. Your meeting will be direct with Steve, you will not be passed. Your retirement is taken seriously and Steve welcomes any questions or concerns you may have. He wants to get to know you and your retirement goals. Steve Jurich is an Accredited Investment Fiduciary®, Investment Manager, Certified Annuity Specialist® and a Reputable Member of the Financial Planning Association® (FPA). You will have an unbiased educational series of conversations free of sales pressure and bound by fiduciary duties (recommending only

There are hundreds of money decisions that we all make on a regular basis, but most of them are short-lived, small in size and have no lasting impact on our lives. However, deciding how to pay yourself a monthly salary in retirement is the opposite - it's long term, big in size and will have a huge impact on your life and that of your partner! If you're wrong, you've got a problem. But it's harder than you might think to get it right! So what can you do? Well, according to industry studies, there are two major income replacement strategies used by advisors. The first is the systematic withdrawal approach, the other is

Planning a meeting The first step is to fill out this form so we can contact you to find a good time to meet (by phone, zoom or in-office) and get to know each other better. Your meeting will be direct with Steve, you will not be passed. Your retirement is taken seriously and Steve welcomes any questions or concerns you may have. He wants to get to know you and your retirement goals. Steve Jurich is an Accredited Investment Fiduciary®, Investment Manager, Certified Annuity Specialist® and a Reputable Member of the Financial Planning Association® (FPA). You will have an unbiased educational series of conversations free of sales pressure and bound by fiduciary duties (recommending only in your own interest

With fewer and fewer people retiring, demand for annuities continues to grow and is likely to continue to grow. Ten thousand baby boomers are turning 60 every day, and every age up to 75 years. They need an income to enjoy, but bonds pay too little. Baby boomers have embraced the common sense and logic that annuities offer, especially the NEXT GENERATION of retirement annuities that allow YOU, the owner, to share losslessly in the market index rises, while providing you with a permanent secure income, such as a pension of four or five times the income percentage of a quality bond. Smart people protect themselves NOW from the next crash and get in at just

Planning a meeting The first step is to fill out this form so we can contact you to find a good time to meet (by phone, zoom or in-office) and get to know each other better. Your meeting will be direct with Steve, you will not be passed. Your retirement is taken seriously and Steve welcomes any questions or concerns you may have. He wants to get to know you and your retirement goals. Steve Jurich is an Accredited Investment Fiduciary®, Investment Manager, Certified Annuity Specialist® and a Reputable Member of the Financial Planning Association® (FPA). You will have an unbiased educational series of conversations free of sales pressure and bound by fiduciary duties (recommending only in your own interest

There are four things a company can do with the net profit it makes: 1) reinvest in the company 2) acquire other companies 3) buy back its own stock - or - 4) pay dividends. Companies that pay dividends are typically known for being more disciplined about their balance sheets. Berkshire Hathaway, Warren Buffet's company, takes in billions in dividends every year, but doesn't return them to investors. Instead, Berkshire reinvests dividends to create equal and even greater equity going forward. Today we'll take a look at exactly how to make Berkshire's ideas work for you in both good and bad markets! You don't want to miss today's show...MASTERING MONEY is on the air! Check out

Planning a meeting The first step is to fill out this form so we can contact you to find a good time to meet (by phone, zoom or in-office) and get to know each other better. Your meeting will be direct with Steve, you will not be passed. Your retirement is taken seriously and Steve welcomes any questions or concerns you may have. He wants to get to know you and your retirement goals. Steve Jurich is an Accredited Investment Fiduciary®, Investment Manager, Certified Annuity Specialist® and a Reputable Member of the Financial Planning Association® (FPA). You will have an unbiased educational series of conversations free of sales pressure and bound by fiduciary duties (recommending only in your own interest

Today on Mastering Money... It's a MOTLEY FOOL MONDAY!! The Motley Fool Money Show is one of the most popular TALK SHOWS on the stock market in America today, featuring current insights from top analysts. "MOTLEY FOOL MONEY" is heard by millions of listeners from coast to coast - including Saturday here on Money Radio at 5pm! First, we'll update the latest financial news and read all the indices, THEN we'll take you to an exclusive broadcast of the Motley Fool Money Show, featuring fresh ideas to help you become a more informed investor. Steve will top it off with proven money-making and money-SAVING ideas you DON'T want to miss! — A packed show –