Tag Archives | advisor

Internet of Things Concept

T is for Tell me what does Internet of “Things” (IoT) mean exactly?

  “The Internet of things has the potential to change the world, just as the internet did. Maybe even more so.” — Kevin Ashton The Internet of Things or “IoT” is a phrase that describes the merging of connected devices and applications which participate together on the internet. All of these connected devices are being […]

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Featured Lifestyler: Ann Benjamin Zuraw

  Ann Zuraw has a strong focus on working with women to help develop a holistic plan to best protect their financial futures as they transition through different stages of their lives. It has been her life goal to learn as much as possible about managing money and in turn, educate others to make positive choices.   It’s because of her passion and experience we […]

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Q is for Quirky Observations that can help you get beyond/through your Divorce

For those of you who have contemplated divorce, are in the midst of sorting through one or have already gone through this life altering ordeal then you know what it’s like to have feelings of resentment, bitterness or betrayal invade your being. Harboring such feelings during and beyond divorce is simply unnecessary, especially when you take […]

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P is for Protect Yourself Put ICE on your mobile device

P is for: Protect Yourself and Put “ICE” on your Mobile Device

ICE was created to aid paramedics when they arrive at the scene of an accident. This acronym ICE (“in case of emergency”) is a simple way to program important names and phone numbers of those you would wish to notify should you become incapacitated or involved in a serious accident. Now, when a patient who […]

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O is for Outsource to Optimize your Opportunities

    As a new entrepreneur you may frown upon outsourcing for the simple reason that it cost money. However, as a new business owner you may fail to recognize the opportunity and value you may receive when you outsource certain task. If you factor in the time and energy spent fiddling with a job […]

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S is for Same Sex Marriages & Changes in Domestic Partnerships Health Care Options

  Since the legalization of same-sex marriage, all married couples have the right to spousal coverage. Under the Affordable Care Act, all insurance companies must offer the same health plans to legally married gay and lesbian couples as those offered to married heterosexual couples. This new law has some employers that previously offered health and […]

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R is for To Rent or Buy after Divorce?

You have just been through one of the most trying and difficult times of your life. Making a huge decision regarding real estate should not be made in haste. Instead, take the time to create a well thought out plan that will provide you with the best possible solution for your finances and your future. […]

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V is for Your Financial Vulnerability

                              Image courtesy of atibody at FreeDigitalPhotos.net When planning for a successful financial future it’s important to include financial vulnerabilities….any tennis pro will include their vulnerabilities in their game plan and with good reason. Having this information will allow you to prepare for the expected as well as the unexpected. Potential vulnerabilities you […]

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T is for Transitions, Emotions in Retirement

T is for Transitions and Emotions during Retirement

  Life is a constant chain of transitions…we leave our childhood behind to go forth and experience many different stages of life. Countless books, websites, classes, workshops and advice from those who have gone before us are there to help direct us through our emotions as we move through the many life stages. One of […]

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S is for Saving the Bridesmaid Money

As happy as you are for your friend or family member on finding true love, sometimes you get the invitation and can’t help but cringe and wonder, “How much is this going to cost me?”  Whether you’re a bridesmaid or just attending – a wedding can become costly very quickly. Being there for your loved one […]

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