Tag Archives | life stage financial

Couple with money and documents

Q is for Question the Financial Fidelity in your Marriage

Sharing is not always caring. Living with your spouse means sharing everything, money included. Unfortunately when it comes to financial matters things can get murky. It can be difficult to let someone into that part of your life because we view money as such a personal thing. But knowing about the financial fidelity or infidelity […]

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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, defined contribution […]

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Girl solaces sister because of broken cell

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 […]

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Trust, Colorful words hang on rope by wooden peg

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 […]

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Blackboard concept for leaving your comfort zone behind and moving in to the real life

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 […]

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Close up portrait of girl showing missing teeth.

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 […]

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tax  word cloud

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 […]

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Advisor views Human Capital

AZ Asks Advisor Views

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 […]

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S is for a Successful Financial Future

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 […]

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