Tag Archives | financial plan

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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Capture

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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DONATIONS ACCEPTED red Rubber Stamp over a white background.

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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social security safety

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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Resting on open air

O is for Opt to Save Money on Summer Fun

Summer is once again upon us, and as the temperatures rise many find their expenses rising too. Between children’s summer activities, childcare, day camps, and providing the family with a memorable vacation, your savings account may take a hit. But consider this, the weather in all its glory can help you find lots of outdoor […]

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money habits

M is for Money Habits for a Lifetime and How They Affect Retirement.

We all have “money habits, ” and most have specific practices to help us acquire what we believe will bring the happiness we desire. The ultimate goal for many is to save enough during our working years to enjoy retirement. Have you considered what happens when we go from working and saving to retirement and […]

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