ann zuraw financial advisors greensboro nc sm

Chicks Chat and Change

V is for The Value in a Solo 401k May Be Right For You!

The Value of a Solo 401k May Be Right For You!

What is a Solo 401 (k)? A Solo 401(k) is a 401(k) qualified retirement plan that was designed specifically to cover employers with no employees, or that person and his or her spouse.  The one-participant 401(k) plan isn’t a new type of 401(k) plan, but it is often overlooked as a retirement-saving vehicle. What are…

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T is for Technology and FinTech Embraced by Millennial’s

The FinTech (“financial technology”) market is alive and well, and the largest group of users are tech-savvy millennial’s. It comes as no surprise that a generation raised using the assistance of smartphones and apps would indeed continue to seek to utilize apps in adulthood. The Fintech industry has offered millennial’s a more convenient digital alternative…

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S is for Secure Act May Help American’s with their Retirement Savings

For many Americans, financial insecurity is a real threat, and much of it is due to rising health care costs, limited Social Security funds, and debt.  According to a 2017 report by the U.S. Government Accountability Office, about half of the household age of 55 and older have no retirement savings and up to two-thirds…

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P is for Providing Estate Planning for Your Pet

Very cute puppies to illustrate Providing Estate Planning for Your Pet

People love their pets, and social media has allowed many to take this love obsession to a higher level. Pet lovers are using their pets to create stars on Instagram, support groups on Facebook and photo collages on Pinterest. Studies have shown people are spending more and more money every year indulging their pets on…

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