Tag Archives | Financial planner

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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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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Q is for Quirky Observations that can help you get beyond/through your Divorce

For those of you who have contemplated divorce, are in the midst of sorting through one or have already gone through this life altering ordeal then you know what it’s like to have feelings of resentment, bitterness or betrayal invade your being. Harboring such feelings during and beyond divorce is simply unnecessary, especially when you take […]

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P is for Protect Yourself Put ICE on your mobile device

P is for: Protect Yourself and Put “ICE” on your Mobile Device

ICE was created to aid paramedics when they arrive at the scene of an accident. This acronym ICE (“in case of emergency”) is a simple way to program important names and phone numbers of those you would wish to notify should you become incapacitated or involved in a serious accident. Now, when a patient who […]

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Outsource Definition Button Showing Subcontracting Suppliers And

O is for Outsource to Optimize your Opportunities

    As a new entrepreneur you may frown upon outsourcing for the simple reason that it cost money. However, as a new business owner you may fail to recognize the opportunity and value you may receive when you outsource certain task. If you factor in the time and energy spent fiddling with a job […]

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J is for Jeopardizing an IRA Transfer

                About to Rollover an IRA? You may be leaving one provider for another or it may be that you’re leaving a job. Whatever the reason, before you begin initiating an IRA rollover beware of some common mistakes that may jeopardize your account. Time Limit – you have […]

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