Tag Archives | advisor

lucy

The Millennial’s & Money Quiz

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E is for Expecting to find Money in an Empty Wallet?

In today’s world, we may not always find cash in our wallets, but most of us are always carrying a debit card and some credit cards in our wallets. This practice allows us to spend our money, “cash or no cash,” quite easily. But knowing how much, how often and where we are spending our […]

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D is for Do Your Homework before You Retire

Retirement is a life changing event, but being adequately prepared will make the transition an easier one. If you are about to retire and don’t have a plan, please consider making one now.  Here are some issues you will be facing as you move into retirement. Retirement Budget Make a list of all future cost: […]

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C is for Choosing Dignity in Divorce

It’s time; you’ve hashed out this decision over and over in your head, and now you know that divorce is the inevitable. You also realize you want to get through this process with your integrity intact, and without depleting your life savings. This shouldn’t be too difficult if you and your spouse agree, you should […]

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B is for Balancing Your Work and Care-giving

Balancing a career, family, and aging parents can become physically damaging if you don’t pay attention to the warning signs. Should you experience some of the stressful effects of caregiving, please incorporate some of these healthy habits into your daily life. By taking care of yourself first, you’ll be able to take care of others more […]

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A is for Avoid the Pink Tax

A is for Angry about the Pink Tax – Avoid it!

The “pink tax” is higher price tags directed to an entire gender, the same gender that struggles with the gender pay gap. It doesn’t seem fair that full time working women, whom in 2013 made only 78 cent for every dollar their male counterparts made, are often subjected to pay more for the “women’s” version […]

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Divorce Issues to Consider

Z is for ZFA’s Divorce Issues to Consider

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X is for e”X”actly what is a Stock Market Index?

An index is a selection of securities that help provide a glimpse into the broader market. For example, its calculation is based on prices of a collection of similar stocks; this helps give a general idea of how the market is performing in this particular market or segment.  When you hear the market is up […]

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Internet of Things Concept

T is for Tell me what does Internet of “Things” (IoT) mean exactly?

  “The Internet of things has the potential to change the world, just as the internet did. Maybe even more so.” — Kevin Ashton The Internet of Things or “IoT” is a phrase that describes the merging of connected devices and applications which participate together on the internet. All of these connected devices are being […]

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Featured Lifestyler: Ann Benjamin Zuraw

  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 of their lives. It has been her life goal to learn as much as possible about managing money and in turn, educate others to make positive choices.   It’s because of her passion and experience we […]

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