Tag Archives | strategy

C is for Can You Afford Early Retirement?

By on April 29, 2013 in Answers from A to Z, Topics to Think About

Early retirement is a phrase many Americans wish they could turn into a reality. While retiring in your 50s or early 60s sounds enticing, it typically requires years of planning to make sure you’ve accumulated enough retirement assets to last for 20 or 30 years or more. It’s important to factor in how an early [...]

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A is for What Is Asset Allocation?

By on April 15, 2013 in Answers from A to Z

It’s important to understand the different asset classes and the role they may be able to play in your financial strategies. Many financial experts believe that asset allocation may be the single most important factor influencing long-term investment returns, regardless of short-term market fluctuations.1 You could potentially lower your investment risk and increase your chances [...]

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Y is for Generation Y — The Millennials and their Future

By on April 2, 2013 in Answers from A to Z

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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X is for Generation X and Their Unique Place in Today’s Financial World.

By on March 25, 2013 in Answers from A to Z

   Generation X is an expression used to describe the generation that succeeds the Baby Boomers. Born approximately between 1964 and 1980, Generation X are now largely in their 30’s and 40’s. This generation grew up in a very different world than previous generations. Their new world included an era of rapidly emerging technology and [...]

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R is for Raising Financially RESPONSIBLE Children.

By on February 4, 2013 in Answers from A to Z, Chicks Chat and Change

  Most parents will have the drug and the sex talks with their children, but what about the money talks? Statistics show that very few adults have been educated properly on how to manage their own money. This may be indicative of the enormous amount of personal debt our society is facing right now. Today’s [...]

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Long-term Care Lunch and Learn Session, January 17th, 2013

By on January 2, 2013 in Chicks Chat and Change, EVENTS

Join Chicks, Chat and Change For An Informative Session on Long-Term Care Ann Zuraw, CFP®, CFA®,CDFA®             Please join us and bring along a friend as we learn more about Long-Term Care Insurance and plan for a healthy financial future.    When:             January 17th, 2013 Time:              12:00 to 1:30 p.m. Where:           Ann Zuraw, CFP®,CFA®,CDFA™                         Compass Financial Partners, LLC                         3623 North [...]

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I is for Investing in Your Twenties.

By on November 26, 2012 in Answers from A to Z, Take Responsibility, Topics to Think About

  Youth is a wonderful time to dream of all of life’s endless possibilities. So why spend time worrying about your golden years? A good reason is that in this day and age, you will probably find that YOU and YOU alone must fund your retirement. This doesn’t mean you need to stop pursuing your [...]

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Chicks, Chat and Change “LET’S TALK TAX”

By on November 26, 2012 in EVENTS

  Join Chicks, Chat and Change For “Let’s Talk Tax” with Eric A.Wisco, C.P.A, P.A. Please join us and bring along a friend as we learn more about taxes. Eric will help us focus on some important tax planning options that may help serve us in multiple scenarios in 2013. When:                       Thursday, December 6th, 2012 Time:                         12:00 [...]

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AZ Asks Theodora Vaporis: When and at what age should you start thinking about estate planning?

By on November 14, 2012 in AZ Asks, Topics to Think About

  Theodora Vaporis has been an attorney for twenty-two years. For the past ten years she has practiced with the Greensboro firm of Rossabi Black Slaughter, P.A., a multi-specialty law firm where she specializes in Estate Planning, Estate Administration, Estate Litigation and Guardianship Law. Theodora is licensed to practice in North Carolina, California, Washington, D.C. [...]

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H is for How Does Your Money History Affect You Today?

By on November 12, 2012 in Answers from A to Z, Take Responsibility, Topics to Think About

    We all have different values, attitudes and behaviors that are unique to us based upon our life experiences. These experiences and lessons extend to our emotional connection with money. The lessons learned from our parents or caregivers regarding money can follow us into adulthood. Some of these lessons will help you while others [...]

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