Tag Archives | life stage financial

H is for How Helpful is Your Smart Phone?

    Over the past ten years smart phones have rapidly changed from a simple communication device to an incredibly valuable tool for everyday life. Think about the power we now have at our fingertips; the ability to look up any information we please, to get in contact with whomever we want at the touch […]

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.

F is for Favor Fiduciary Advisors

Long has been the debate over uniform fiduciary rule in the investment world.  Should Broker/Dealers and Registered Investment advisors continue to have different standards of care when providing personalize investment advice to clients? Or should fiduciary standards be implemented to all regardless of whether the provider is a registered investment advisor, a broker/dealer, or another […]

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.

C is for Choose to Challenge your Comfort Zone

“Dare to learn, to be different, to set your goals, to move out of your comfort zone, to be persistent.” ~ Unknown Your comfort zone is a space that provides you with a feeling of safety. It’s where you seek patterns of the familiar and try your best to exclude anything uncomfortable. Staying in your […]

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.

R is for “Reinventing” yourself after divorce

If you let it, divorce can send you spiraling into deep depression, where you become the victim or it can shake you out of complacency and into the action.  Choose the latter and open yourself to new experiences and begin reinventing yourself. Start looking to the future … The past is the past… Focus on […]

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.

Q is for “Should I Quit My Job to raise the children”?

Are you thinking about quitting you job to devote more time at home to raise your kids? This is a question many women struggle with when children come along. After all, taking care of children and a full-time career can be overwhelming. But quitting your job should not be done impulsively; there are many questions […]

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.