Tag Archives | financial plan

G is for Going from Giddy to Glum

Congratulations! You got your college degree; this is something to be giddy about. After all you spent four years or more of your life working hard to achieve this goal. You should be happy and proud! So don’t let the fact that a year later, you haven’t already found the perfect career make you glum. […]

Read full story Comments are closed
The LPL Financial Registered Representatives associated with this site may only discuss and/or transact securities business with residents of the following states: NC, AL, CA, CT, FL, GA, IA, MA,MT, NY, NJ, SC, VA, & LA.

E is for Ethical Investing – a socially responsible approach to investing.

  In a world filled with ongoing social and enviornmental challenges it makes sense that today’s investors want more than monetary gains on their investments.  Many are choosing to invest in Socially Responsible Invesing (SRI), where money investments reflect  personal, political and societal views. This concept has been around for a long time but over […]

Read full story Comments are closed
The LPL Financial Registered Representatives associated with this site may only discuss and/or transact securities business with residents of the following states: NC, AL, CA, CT, FL, GA, IA, MA,MT, NY, NJ, SC, VA, & LA.

B is for the Bitcoin Buzz will it Boom or Burst?

The boom of the Bitcoin has opened the door to the world’s first decentralized money and crypto-currencies. Like any currency, bitcoins can be exchanged for goods and services but unlike conventional currencies there is no physical place of exchange, there is a virtual exchange…the internet. Some say that something great has begun – an era […]

Read full story Comments are closed
The LPL Financial Registered Representatives associated with this site may only discuss and/or transact securities business with residents of the following states: NC, AL, CA, CT, FL, GA, IA, MA,MT, NY, NJ, SC, VA, & LA.

A is for Anxiety and Audits

There are many types of Audits and each of them tends to generate fear and anxiety in the individual or company being audited, even when careful practice has been implemented. Why the anxiety? One reason may be our perfectionism leading us to believe mistakes are something to be avoided at all cost. Let’s talk about […]

Read full story Comments are closed
The LPL Financial Registered Representatives associated with this site may only discuss and/or transact securities business with residents of the following states: NC, AL, CA, CT, FL, GA, IA, MA,MT, NY, NJ, SC, VA, & LA.

Y is for Yoga and Your Money

Yoga is one of the most popular forms of exercise today. Many believe that beyond yoga’s trendiness, there are real health and wellness benefits to incorporating a dedicated yoga practice into your life. But what does this have to do with money? For starters, the ease of the anxiety and stress of everyday life as […]

Read full story Comments are closed
The LPL Financial Registered Representatives associated with this site may only discuss and/or transact securities business with residents of the following states: NC, AL, CA, CT, FL, GA, IA, MA,MT, NY, NJ, SC, VA, & LA.

X is for eXactly how much is the tooth fairy paying for a tooth?

    How much thought have you put into the tooth fairy and “his/her” gift amount to your child? Would you be surprised to know that Delta Dental has been conducting the Original Tooth Fairy Poll® since 1998? The poll collects Tooth Fairy average giving and compares it to stock market activity to illustrate how […]

Read full story Comments are closed
The LPL Financial Registered Representatives associated with this site may only discuss and/or transact securities business with residents of the following states: NC, AL, CA, CT, FL, GA, IA, MA,MT, NY, NJ, SC, VA, & LA. The LPL Financial Registered Representatives associated with this site may only discuss and/or transact securities business with residents of the following states: NC, AL, CA, CT, FL, GA, IA, MA,MT, NY, NJ, SC, VA, & LA.

T is for Tax Mistakes You Should Avoid

There is no doubt our tax laws can be complicated. The continued expansion of our tax code, along with its complexity, helps to create a playground for common mistakes. Making one of these mistakes, no matter how small, may result in underpayment, overpayment or delays on your refund. Let’s go over some of the most common […]

Read full story Comments are closed
The LPL Financial Registered Representatives associated with this site may only discuss and/or transact securities business with residents of the following states: NC, AL, CA, CT, FL, GA, IA, MA,MT, NY, NJ, SC, VA, & LA.

AZ Asks Advisor Views

A feature from Ann Zuraw, Zuraw Financial Advisors,   LLC. Advisor Views offers timely investment news and market updates designed to keep you informed, while        enhancing your overall investment experience. Human Capital: Don’t Overlook this Important Asset Class  When considering asset classes, most investors think of things such as stocks and bonds, commodities or real estate. Each of […]

Read full story Comments are closed
The LPL Financial Registered Representatives associated with this site may only discuss and/or transact securities business with residents of the following states: NC, AL, CA, CT, FL, GA, IA, MA,MT, NY, NJ, SC, VA, & LA.

S is for a Successful Financial Future

One of the most important lessons when planning for a successful financial future is finding a way to control your money instead of letting it control you. Success is about your choices, priorities, values and the development of healthy financial habits. The following tips may help lead you to financial comfort, contentment and a valued […]

Read full story Comments are closed
The LPL Financial Registered Representatives associated with this site may only discuss and/or transact securities business with residents of the following states: NC, AL, CA, CT, FL, GA, IA, MA,MT, NY, NJ, SC, VA, & LA.