Tag Archives | financial plan

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Ann Benjamin Zuraw: “ SHE OWNS IT”- Featured Contributor

PLANNING FOR THE  ”WHAT IFS” AFFECTING YOUR FINANCIAL LIFE BY @AZANSWERS Incapacity Planning Incapacity of the mind can be a temporary condition or a long-term decline as one’s mental abilities begin to slowly “diminish.”  The older I am, the more I see situations that differed from expectations.  With more experience, I recognize the value of […]

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A to Z Guide on How to Live a Quality Life

Life encompasses many phases, the longer we live, the wiser we hope to become. Should you desire to live a life of quality consider including some of these practices: Appreciate Self – when we focus on our good qualities, those thoughts will help maintain a positive mood and improve self-esteem. Breathe with focus – we […]

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Sunset over coastal beach house with wooden boardwalk at  Bald Head Island, North Carolina.

V is for Various Consideration before You Buy a Vacation Home

  When considering buying a vacation home, the first question you should ask yourself is, am I ready to be married to this location? After all, you will be deciding on a regular vacation destination, and if your finances are limited, it may become your “only” vacation destination. However, being prepared and taking the appropriate […]

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Ann Zuraw

Ann Benjamin Zuraw: “ SHE OWNS IT”- Featured Contributor

  Risks of a Prenuptial and Advantages of a Trust by @AZanswers   NOW THERE IS A BETTER OPTION, consider using a “Domestic Asset Protection Trust.” It will protect and control your assets using a situs (the place to which, for purposes of legal jurisdiction or taxation, a property belongs) of South Dakota, and you […]

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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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Cheerful business partners in office working with documents

U is for Unmarried Couples Need Financial & Legal Documents too!

Many adults choose to partner together without a marriage certificate; entirely a personal choice with no judgment, however, the proper legal documents can help protect your partnership in the event of disentanglement or death. Unmarried couples, regardless of the length of the relationship are classified as unrelated individuals in the eyes of the law. Should […]

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Attention Women – You Need to Take Control of Your Money

Ann Explains Why in this Video  

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Chinese family saving money for college fund

T is for Time to Teach Your Children About Money

As parents, our number one goal is to raise children with good manners and stellar ethics. We strive to pass on the importance of hard work, accountability, and discipline to our children. We want to encourage the best behaviors so that they find their passion and enjoy a full and happy life. Unfortunately, we can’t […]

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R is for Required Minimum Distributions (RMD) as a Charitable Distributions

In the past, Congress would decide each year whether Required Minimum Distributions (RMD) could or could not be used as a charitable distribution.  However, through the Protecting American from Tax Hikes (PATH) Act of 2015, Qualified Charitable Distribution (QCD) rules have been made permanent. Now you may use a charitable giving strategy as a tax […]

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Q is for Quick Tips to Help Keep Your Social Security Account Safe

Today, identity theft is a crime on the rise, with no end in sight, the more technology available, the easier it is to steal others information. The safety of our identity can cause concern, as it can be a costly and stressful threat to our personal lives, and affects millions regularly. But by being on […]

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