Tag Archives | Financial planner

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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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J is for Jeopardizing an IRA Transfer

                About to Rollover an IRA? You may be leaving one provider for another or it may be that you’re leaving a job. Whatever the reason, before you begin initiating an IRA rollover beware of some common mistakes that may jeopardize your account. Time Limit – you have […]

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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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Q is for Quit Taking It Personally!

Sounds like a simple, straightforward practice that could be incorporate into daily life, but how? How do we stop absorbing words and phrases that are disappointing or hurtful to our psyche and not allow these words to dictate our reactions and feelings? Especially when these encounters drain our energy, ignite self-doubt and lower our self-esteem? […]

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W is for Why Your Decision Style may impact Your Happiness?

The pursuit of happiness is humanity’s ultimate goal. Most people put happiness over all other life goals, and are consistently working towards being happy. But, after decades of research it still remains mysterious and complex. Have you ever considered that your decision-making style may impact your emotional state? We are continually making decisions in our […]

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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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AZ Asks: Advisors 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.   Your 401(k) Plan: Is it Time to Re-Think Your DIY Strategy? If asked, most people would probably agree that saving for a secure and comfortable retirement […]

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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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