It's not your Grandmother's Trust. Now Today's Trust is Different

Wealth Management Magazine “It’s Not Your Grandmother’s Trust by Ann Zuraw

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Happy New

Happy New Year

 

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Happy Holidays

Happy Holidays to all!

 

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Importance-of-Credit-Bank-Alerts-600x400-min

I is for the “Importance” of Banking and Credit Card Alerts

Credit card alerts can help you avoid fraudulent charges or withdrawals on your accounts. As online fraud continues to increase, banks are constantly trying to stay ahead of criminals by devising advanced processes to fight credit fraud; however clever card hackers continue to make fraud more difficult to detect. According to Javelin Strategy & Research, […]

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stockfresh_3605661_insurance-home-icon-on-orange-puzzle_sizeS-min

H is for Home Owners Insurance and What You Need to Know

  Have you checked your homeowner’s policy lately? If a total disaster occurred, would you be able to rebuild the same house with the insurance money? These are questions many of us fail to review after the initial purchase of our home. If our insurance premiums continue to stay at reasonable rates, we usually find […]

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Women Up

WOMAN UP-IT’S YOUR MONEY!

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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Getting the Stress out of your Holiday this Season-min

G is for Getting the Stress out of your Holiday this Season

The holiday season should be joyful; filled with happy moments and festive memories. It should not cause us to dread its coming and send us into stress overload. But many of us let the demands of the season hurl us into a panic as we try to make our holiday merry, bright and oh so […]

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Friends and Divorce

F is for Friends and Divorce

Going through a divorce is stressful but having a strong support system can help keep you on track – even during those very hard moments. You know those moments where you question life and how you got here. Are you making the right decision? Can you afford this divorce? Is this going to affect the […]

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Thanksgiving Gratitude

Thanksgiving Gratitude

Thanksgiving is the perfect time to take a moment and consider the value and benefits of gratitude. Especially when today’s research suggests that individuals who feel gratitude experience greater happiness, as well as better physical and mental health. Gratitude is the simple act of appreciating what is valuable and meaningful in life. In order to […]

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Having-a-Board-of-Directors-min

WHAT IS STOPPING YOU FROM HAVING A BOARD FOR YOUR BUSINESS?

It does not matter what size your company is—the issues are always the same. Some critical questions to consider are: Do you have a growth strategy and how is it measured?  Do you know if your revenue, expenses, and margins are growing, stable or declining?  How leveraged is your balance sheet? Are you evaluating management […]

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