Tag Archives | retirement IRA

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.

What is the Number One Concern about Retirement?

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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.

What money should I take first in retirement?

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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.

Ann Zuraw Asks – What is your Investment Risk Profile?

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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.
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B is for Balancing Your Budget During Widowhood

As a recent widow, you will need to review and perhaps adjust your cash-flow needs. A common misconception among many widows is they believe their expenses will go down when they are by themselves. This may be true in some cases, but it doesn’t necessarily apply to all widows. Actually, in some cases your expenses […]

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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.
Checklist

A is for Accomplishing What Needs to Be Done during Widowhood

  Becoming a widow is painful, devastating and stressful. In addition to the emotional sorrow that comes with the loss of a loved one, you now have to face financial and legal decisions on your own. Taking care of your financial affairs is an important priority as a widow. Here are just some of the […]

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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.
women

Women’s Resource Center & Chicks, Chat and Change!

    Ann Zuraw, CFP®, CFA®, CDFA ™  Thursday • November 14, 2013 5:30 – 7:00pm Join us for a conversation about how women handle their money based on their history and beliefs. We will CHAT about motivating new CHANGE to better serve your financial needs.   Women’s Resource Center of Greensboro •  628 Summit […]

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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.
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I is for Inheritance and Spending it Wisely.

Receiving an inheritance can help make a difference in many of our lives. It may offer us an opportunity for a comfortable retirement, home purchase or a college education to name just a few life changing possibilities. Inherited money has its own unique challenges and often evokes a wide range of emotions. Whether these feelings are […]

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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.
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Y is for Generation Y — The Millennials and Their Future.

Each generation seems to produce their own personality and style due to major events and trends during their life history. The Millennial’s, or Generation Y, has begun to create unique traits which include; self-expression, confidence, technological expertise, tattoo body parts and the aptitude to be open to change. This Generation is becoming the most educated […]

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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.
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B is for Becoming Financially Independent.

How do we become financially independent? Winning the lottery would work, but the chances of this happening are slim to none. Realistically we need to follow the right principles. These principles are not complicated — simply spend less than you earn and SAVE! Most people with a net worth over a million dollars became financially […]

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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.