Your 403(b) and Fixed Index Annuities: Smart Retirement Planning for Teachers

Many privately held companies offer their employees a 401(k) retirement plan as part of their benefits package. Public employees typically have a similar option, with most schools offering educators a 403(b) plan. These retirement plans are a great option for educators looking to boost their retirement savings beyond the amount in their pensions. Let’s face…
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Research: Rising Satisfaction Among Annuity Owners…

Just Don’t Use The Word Annuity… People like what annuities do, they just wish they were called by a different name, according to recent research among Baby Boomers, conducted by a major insurance company with the help of a large polling firm. Asked to identify their preference between an investment vehicle that delivers four percent…
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Will You Be Able To Retire, And Stay Retired?

When baby boomers were growing up and growing their hair, people said that “these kids don’t know what they want.” Today, baby boomers are becoming very clear about what they want in their financial plans: No BS, Guaranteed sustainable income, simplified plans that are easy to understand, reduced fees, low risk, and upside growth potential.Did…
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Income Planning In The New Economy

Most people want to simplify their finances, not make them more complicated. But planning for 30 years of income is far more complicated than previously thought. It turns out that the “buy-and-forget” portfolio of the old days is no longer the simple solution it once was. The same investment strategy that can get a person…
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Wealth Manager and Annuity Authority Steve Jurich Hits Amazon Best-Seller List With New Book

Best-selling Author Steve Jurich, Certified Income Specialist™ and Editor of™, recently hit three separate best-seller lists with his book, “Smart is the New Rich™.” Scottsdale, AZ – July 23, 2014 – Retirement strategist and annuity authority,” Steve Jurich, Editor of™, is celebrating the best-seller status of his book, Smart is the New…
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You insure your house, you insure your car, why not insure your income?

At OUR PLANNING FIRM, our goal is for you to stop worrying about your money….permanently.  Not because of “positive thinking” or MIND CONTROL, but because of a clearly laid out strategy to preserve your money, grow it, and keep paying your bills for life.    Most plans put out by most advisors are based on…
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You Have Annuity Questions--We Have Annuity Answers

FREE 2022 Annuity Buyers Guide

Learn where to find up to 41% more income than the average annuity. Honest guidance from a Certified Annuity Specialist® and Kiplinger® contributor. Clear comparisons and charts. Yours free with our compliments!

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