Tag Archives | Financial planner

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X is for eXamine Your Widow’s Checklist Carefully

The loss of your husband is perhaps one of the most devastating events of your life. It will cause a wash of emotions and sadness make you feel incapable of dealing with simple matters. You find yourself bombarded with a massive amount of serious financial decisions that will impact the rest of your life as […]

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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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Ann Zuraw One of the Social Media All-Stars of the Financial Advice Community

  With thousands of followers, these industry leaders are using Twitter and other platforms to find new clients, colleagues and friends Ann Zuraw @AZanswers President, Zuraw Financial Advisors Twitter followers: 12,029 Ann Zuraw started using social media as a branding tool for her firm, but her accounts grew into go-to financial news feeds for retail […]

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S is for Strengthen Your Life Energy25

S is for Strengthen the Energy of Your Life

   “It is in your moments of decision that your destiny is shaped.”  – Tony Robbins   “It’s the beliefs you have right now that are guiding your actions,” according to Tony Robbins, author, and life coach. He believes that if we can master our beliefs, we can guide our decisions. It makes sense that our […]

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O is for “Ouch” – Can Yoga Be Dangerous?

There are contradicting reports on Yoga and Injuries but compared to most types of exercise yoga, in theory, should have a much lower rate of injury than say high impact aerobics or running. But with any form of exercise, there is always a potential risk of injury. A Yoga in America Study conducted by the […]

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N is for The New Tax Reform And How It Affects Alimony

If you are considering a divorce or in the process of negotiating a divorce, you need to be aware of the elimination of future tax deductions on alimony. Alimony is a court-ordered provision for support and maintenance of a  spouse after separation or divorce. Alimony payments are made by the supporting spouse, (generally the breadwinner) […]

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Questions about the Tax Reform Act and the Impact on Your Business by @AZanswers

To Read the Article on SheOwnsIt I have been trying to comprehend the latest Tax reform from the perspective of a business owner.  I am sharing my thoughts with a big DISCLAIMER.  I am not a CPA or lawyer and am always willing to pay my fair share of taxes.  I learned early on in […]

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M is for Mutual Funds and Knowing All the Fees Involved

Mutual funds can be a great investment option. However, they incur fees so make sure you do your homework when choosing a fund. An easy way to compare mutual funds is to look for a number called the fund’s total annual fund operating expenses; this is the also called the fund’s expense ratio. Here you […]

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L is for Luck is not LIfe

L is for Life Is Not All About Luck

“Luck Is What Happens When Preparation Meets Opportunity “̶  Senca If you tend to think “only the lucky people” get the breaks – think again. Those “lucky people” most likely poured their heart and soul into their plan before taking action to go after what they desire. Luck is the belief that events or life […]

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Your Job and Aptitude TestiJohnston O’Connor Testing – Is it Right for you?

J is for your Job and Aptitude Testing

  Johnston O’Connor Testing – Is it Right for you? Many companies give potential hires an aptitude test. This test has long been used to help companies prescreen potential job applicants, as it helps reduce the number of applicants that move to a more thorough screening process. It also allows companies to make a better-informed […]

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