Tag Archives | Financial planner

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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Happy Labor Day Poster

Happy Labor Day

Labor Day has been an American tradition and federal holiday since 1894. Today we celebrate Labor Day as individuals and as a nation while we pay tribute to each American for their hard work and diligent contribution to our country. In light of recent events, let us honor the respect to labors of our fellow […]

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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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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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Group of college students on campus

S is for Smart Students Utilize Free Resources  

Most students fail to take full advantage of the free resources their college provides. Yes free!  These abundant, amazing, and free opportunities will be hard to find all in one place when you enter the workforce.  So be a savvy student and learn all you can about these resources and take advantage of them now […]

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Schwab Research Recognizes Zuraw Financial Advisors as a Digital Networker

Zuraw Financial Advisors: Playing to your strengths High-touch service is a big part of what differentiates Registered Investment Advisors (RIAs) as compared to other providers serving investors. The challenge is finding ways to deliver this service in a scalable way. Technology can help you amplify the areas where you already excel. Just ask Ann Zuraw, […]

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British GP examining young child with mother

R is for the New “Retirement Reality”

Many of us see ourselves retiring before we hit seventy but the reality of this happening is becoming more of a dream. As a matter of fact, a growing number of Americans are embracing this new reality and driving themselves to work well into their 70s. A new Bankrate survey finds 70 percent of people […]

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Ann Zuraw

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

Never Give Up and it is Never Too Late to Learn—this is Zuraw Financial Advisor’s (ZFA) and Ann Zuraw’s mantra. Our goal at ZFA is to encourage women to take responsibility for their finances. 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 […]

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