ann zuraw financial advisors greensboro nc sm

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K is for Knowing How to Avoid Senior Scams

K is for Knowing How to Avoid Senior Scams

According to the U.S. Treasury Department scams of every kind are on the rise, but particularly those aimed at seniors. There is a loud voice in the media calling to protect our seniors from fraud, as well as Federal and state regulations that enforce implementation of safe practices to financial institutions; however, we still need…

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X is for eXamine Your Widow’s Checklist Carefully

Widows Checklist financial advisor greenboro nc (1)

The loss of your husband is perhaps one of the most devastating events of your life. It will cause a wash of emotions and sadness that make you feel incapable of dealing with simple matters. You find yourself bombarded with a massive amount of serious financial decisions that will impact the rest of your life…

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WOMAN UP-IT’S YOUR MONEY!

woman up ann zuraw greensboro nc financial advisor (1)

SHE OWNS IT Let’s say you inherited an IRA from your parents, or you’re the beneficiary of an inheritance from your beloved Grandmother. Or your business is finally doing so well (after many years of hard work and losses), that you have more income than you imagined.  All of a sudden with this financial improvement,…

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Risks of a Prenuptial and Advantages of a Trust

Risks of a Prenuptial and Advantages of a Trust

Is a Trust is Right for You? Click Here Not Your Grandmother’s Trust: Women with Assets #2 In a second marriage, a prenuptial agreement would not protect you from having to pay for your spouse’s medical expenses. An example of providing skilled care 24 hours can easily cost $9000 a month and use up your…

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My Husband Just Passed Away – Now What Should I Do?

My Husband Just Passed Away - Now What

 Your husband just passed away. Now what do you do? 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. But you need to remember that you don’t have…

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