Tag Archives | financial plan

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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Kudos to Those Who Keep the Business Alive After Divorce

You and your spouse begin your lives together as excited entrepreneurs dreaming of the successful business you will create together. You both dedicate many long hours, and behold you arrive, your company has flourished under your management and more successful than you imagined. Unfortunately, your personal relationship took a beating and now you head toward […]

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A is for Addressing Your Finances in the New Year

We’ve all been there before – “this year I will save more, plan ahead, stick to my budget and meet with my advisor to make sure my portfolio is allocated in my best interest.” Yet, all too often we fail to meet this goal. A yearlong goal can be overwhelming. However, if you break it […]

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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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Senior couple meeting with agent

K is for having Keen Insight into your Financial Plan

  The best way to have insight into your financial plan is to identify what you wish to achieve with you money. The first place to start is with having some “goals”. And you can begin by grouping your goals into three categories: Short-term goals — 5 years or less Intermediate-term goals — 5 to […]

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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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advisor views 401k

AZ Asks Advisor Views

        A feature from Ann Zuraw, Zuraw Financial Advisors Advisor Views offers timely investment news and market updates designed to keep you informed, while enhancing your overall investment   Your 401(k) Plan: A First Step in Planning for Your FutureOriginally created as a means to supplement company sponsored pension plans, definedcontribution plans, […]

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Senior couple, adult children talking and drinking

K is for Knowing When to Have “The Talk” with Your Parents

Your parents had to conjure up the strength to have “the talk” with you ….now it may be your turn to reciprocate. Talking with your parents about their financial future may be as hard as it was for them to have the “talk” with you. Avoiding this talk may result in unfortunate consequences. Many of […]

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J is for Just Do it2

J is for Just Do It!

  You only live once. While scrimping and saving everything possible can be beneficial, there are times when it can be just as beneficial to let go. In our fast-paced world, people put a lot of stress on job and productivity. In efforts to save and prepare for the future, we have lost sight of […]

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Giddy to Glum

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. […]

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