Tag Archives | finance

Q is for Quick Storm Recovery

Q is for Some Quick Storm Tips To Put You On The Road To Recovery

  This year’s hurricane season brought with it much devastation, but luckily many lives were saved due to mandatory evacuations imposed by local governments before the storms hit our shores. Planning gives everyone a chance to protect themselves, their property and to find peace before the storm knowing you did all you could to prepare […]

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Our Net-worth is Entirely Different From Our Self-Worth

N is for Our Net-worth is Entirely Different From Our Self-Worth

  “True abundance isn’t based on our net worth, it’s based on our self-worth.” – Gabrielle Bernstein If you are a person who believes money will solve all your problems, think again. Just because your financial net worth may be high, it won’t necessarily improve your self-worth. High self-esteem is based on one’s self-perception and […]

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Poster Final

Zuraw Financial Welcomes Hattie Zuraw to Our Team

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Knowing the different parts of Medicare and the importance of comparison shopping for Medicare Plans

K is for Knowing the Different Parts of Medicare and the Importance of Comparison Shopping for Medicare Plans

Most seniors agree comparison shopping for Medicare plans can be more painful than going to the dentist. However, by not reviewing your Medicare plan and coverage annually, seniors may be putting themselves at financial risk. According to a survey commissioned by WellCareHealth Plans, Inc, approximately three in five (58%) seniors see reviewing their Medicare plan […]

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Is it Loyalty or is it Laziness when making the best Financial Decisions?

Is it Loyalty or is it Laziness When Making the Best Financial Decisions?

Many financial decisions we make is because we think there is an advantage to being loyal to a particular company, product or service. The plumber who came when you were desperate, and the toilet was overflowing did a great job and didn’t overcharge you. Do you keep calling him back? Yes, of course! You choose […]

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Investing when your young

I is for the Importance of Investing when you’re Young

The investment world can be quite overwhelming and perhaps a bit intimidating to new investors, but this is no reason not to begin an investment strategy as soon as possible. The earlier you start investing in the markets, the more you will be able to learn and grow your investments. It may not seem urgent […]

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G is for Growing Interest in Impact Investing with Millennials

G is for Growing Interest in “Impact Investing” with Millennial’s

  Impact investing refers to investments “made with the intention to generate a measurable, beneficial social or environmental impact alongside a financial return.” The difference between socially responsible investing (SRI) which only seeks to avoid investments in companies with poor environmental and social practices. Impact investing goes a step further by investing in businesses based […]

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C is for Complaining Can Harm Our Health%

C is for How Complaining Can Harm Our Well-Being

“What you’re supposed to do when you don’t like a thing is change it. If you can’t change it, change the way you think about it. Don’t complain.” ― Maya Angelou   You’ve done it, I’ve done it, we have all complained at one time or another when things don’t go our way at work or in […]

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Buying a new vehicle vs. buying a used vehicle which is best for you?

B is for Buying a New Car Vs. Buying a Used Car – What’s best for you?

Deciding to buy a new or used car is a big decision. There is no definitive answer, so do your research and make sure you find a vehicle that fits your needs at the best deal possible. Below are some pros and cons to consider: Buying a Used Car Pros: Affordability – if this is […]

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high-angle shot of a smartphone, a tablet computer with the text digital inheritance in its screen, and a digital pen on an elegant gray surface

V is for The Value of Virtual Assets in our Digital World

  As Fiduciary Financial Planners we create financial plans with our client’s individual needs and best interest in mind. Today we also have a growing responsibility to not only protect and grow their portfolio but to also educate and ensure they have a plan in place to manage and protect their digital assets. Virtual assets […]

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