Tag Archives | Financial planner

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I is for the Importance of starting an IRA early

Saving, and especially saving for retirement is the last thing anyone wants to do with their new paycheck, especially those who are too young to grasp its importance. But often people learn the importance of retirement savings a little too late. Starting an IRA early in life is imperative to a successful financial future. Here are some […]

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H is for How Money Influences Our Lives

Spending wisely is not a bad practice, and many of us need to watch our spending, but if our primary focus is on getting the best deal for the lowest price, what message is this sending our mind, body, and soul? Scientist have been studying the relationship between money and happiness for decades, and most […]

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G is for Gathering Important Life Documents

Why is this so important? Life is full of unexpected happenings and having all of your important essential documents and personal directives in one place can help you and your loved ones deal more efficiently in a time of crisis. Even if you never experience a crisis, you’ll be relieved that you spent the time […]

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F is for Favor a Fiduciary Advisor and See What We Offer

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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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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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Worried woman checking documents

W is for Why “Worry” About Your Money

Money may be a thing of constant worry in many of our lives. Usually, money dictates how we live our lives: what we eat, what we drive, what we wear and where we live, etc. It’s okay to think often about money and how it affects your life. But, when the worry turns into an […]

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Backyard barbecue

S is for Splendid Summer Savings

Summertime is a fun time, but it can also be, spend time. We tend to vision pleasurable nights out, grilling in the backyard with friends, shopping for summer apparel and perhaps planning some exciting excursions.  All this fun may put a bit of stress on the bank account but never fear; you can put frugal […]

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Risk vs. Volatility

R is for Risk vs. Volatility

Let’s take a look: What do volatility and risk mean in terms of your investments? Volatility – is when trading prices for a given security or market index fluctuate  up or down, indicating uncertainty or risk in the amount of change in a security’s value. In other words,  securities may go up and down in […]

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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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