Chinese family saving money for college fund

T is for Time to Teach Your Children About Money

As parents, our number one goal is to raise children with good manners and stellar ethics. We strive to pass on the importance of hard work, accountability, and discipline to our children. We want to encourage the best behaviors so that they find their passion and enjoy a full and happy life. Unfortunately, we can’t […]

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S is for Smart Students Utilize Free Resources  

Most students fail to take full advantage of the free resources their college provides. Yes free!  These abundant, amazing, and free opportunities will be hard to find all in one place when you enter the workforce.  So be a savvy student and learn all you can about these resources and take advantage of them now […]

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Schwab Research Recognizes Zuraw Financial Advisors as a Digital Networker

Zuraw Financial Advisors: Playing to your strengths High-touch service is a big part of what differentiates Registered Investment Advisors (RIAs) as compared to other providers serving investors. The challenge is finding ways to deliver this service in a scalable way. Technology can help you amplify the areas where you already excel. Just ask Ann Zuraw, […]

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British GP examining young child with mother

R is for the New “Retirement Reality”

Many of us see ourselves retiring before we hit seventy but the reality of this happening is becoming more of a dream. As a matter of fact, a growing number of Americans are embracing this new reality and driving themselves to work well into their 70s. A new Bankrate survey finds 70 percent of people […]

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Ann Zuraw

Ann Benjamin Zuraw: “ SHE OWNS IT”- Featured Contributor

Never Give Up and it is Never Too Late to Learn—this is Zuraw Financial Advisor’s (ZFA) and Ann Zuraw’s mantra. Our goal at ZFA is to encourage women to take responsibility for their finances. Ann Zuraw has a strong focus on working with women to help develop a holistic plan to best protect their financial futures as they transition through different stages […]

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Tip Jar

T is for to Tip or Not to Tip?

  Tipping can be complicated and whether to tip or not isn’t always clear. The origin of tipping began in the 1700’s in taverns of Europe when drinkers would slip waiters money “to insure promptitude: “T.I.P.  However, throughout history tipping has become a complex issue. Wait staff, cab drivers, hair stylist, bell hops, house keepers, […]

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Kurtosy 100 Women in Finance

Ann Zuraw named one of the Most Influential Women in Finance on Twitter

Kurtosys Power 100: The Most Influential Women in Finance on Twitter Women in Finance Power 100 Ann Zuraw has been named one of the Most Influential Women in Finance on Twitter by Kurtosys. Each week they track the most influential financial #women on Twitter using Klout score.  

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S is for Six Tips to A Successful Financial Future

Let’s talk about ways that will help you control your money instead of letting money control you! Success is about your choices, priorities, values and the development of healthy financial habits. Here six useful tips: Rember the earlier you start the more time for growth on your investments. Do not hesitate to seek the advice of a […]

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DONATIONS ACCEPTED red Rubber Stamp over a white background.

R is for Required Minimum Distributions (RMD) as a Charitable Distributions

In the past, Congress would decide each year whether Required Minimum Distributions (RMD) could or could not be used as a charitable distribution.  However, through the Protecting American from Tax Hikes (PATH) Act of 2015, Qualified Charitable Distribution (QCD) rules have been made permanent. Now you may use a charitable giving strategy as a tax […]

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Forth of July

Celebrate Your Independence!

Let the barbecues, fireworks, and parades begin. As we celebrate this Fourth of July, with family and friends, let’s not forget the reason we are celebrating in the first place! This holiday marks the birth of American independence, and that is something we should never take for granted. Our freedom has been afforded to us […]

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