Tag Archives | planning

advisors View

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 […]

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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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Indian woman in sari dress groceries shopping

V is for Go Vegetarian, Save Dollars & the Planet!

  Choosing a vegetarian lifestyle is a very personal choice made for many different reasons. We may want to live healthier lives, improve our health, reduce pollution or do our part to preserve the earth’s natural resources. Our motives may vary but can a vegetarian diet actually save you money? First, let’s consider the health […]

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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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Mother and baby in dining room with laptop smiling

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 […]

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O is for Overspending: Why we do it and how we can control it?

If you find yourself overspending, you’re not alone. This problem continues to plague many consumers as advertising bombards us with messages that we need “more” to be happier. We need bigger, better and more advanced everything! This message can lead us to excessive spending and living beyond our means. We all know that living beyond […]

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Wellspring

Join Zuraw Financial at Well•Spring Retirement

 CHART YOUR COURSE TOWARDS A FULFILLING AND SELF-CONFIDENT FUTURE. Join Zuraw Financial and Well•Spring for an informative monthly workshop to focus on money matters. We will address many topics that affect your financial future but are afraid to think about. We will discuss ways to help you feel self-confident about your financial decision-making. Take advantage […]

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