Tag Archives | Financial planner

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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Should you Keep the House in a Divorce

H is for Should You Keep the Home in a Divorce?

Divorce can wreak havoc on both your emotions and your finances, particularly when your emotions are in overdrive. Making solid financial decisions doesn’t seem likely. Especially if throughout your marriage your spouse had all the financial control. However, this is not the time to give into negativity and fear. Instead, you must begin to take […]

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HAPPY NEW YEAR 2018 FINANCIAL CHECKLIST BY Ann Zuraw

  HAPPY NEW YEAR 2018 FINANCIAL CHECKLIST BY @AZANSWERS   by Ann Zuraw | Featured Contributor on She Owns It HSA—Check if you are eligible for a Health Savings account.  An HSA is a medical savings retirement account and can be started with pretax money and withdrawn to pay medical expenses without taxes. Asset Allocation—Review your […]

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G is for Getting You & Your Young Adult to Understand the Importance of a Power of Attorney

  As our children go off to college or move away from home to begin their new career, there is a list of preparations to complete before they start their journey. We want to make sure they’re off to a great start, but many fail to discuss the importance of having a durable power of […]

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It's not your Grandmother's Trust. Now Today's Trust is Different

Wealth Management Magazine “It’s Not Your Grandmother’s Trust by Ann Zuraw

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Happy New

Happy New Year

 

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I is for the “Importance” of Banking and Credit Card Alerts

Credit card alerts can help you avoid fraudulent charges or withdrawals on your accounts. As online fraud continues to increase, banks are constantly trying to stay ahead of criminals by devising advanced processes to fight credit fraud; however clever card hackers continue to make fraud more difficult to detect. According to Javelin Strategy & Research, […]

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H is for Home Owners Insurance and What You Need to Know

  Have you checked your homeowner’s policy lately? If a total disaster occurred, would you be able to rebuild the same house with the insurance money? These are questions many of us fail to review after the initial purchase of our home. If our insurance premiums continue to stay at reasonable rates, we usually find […]

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Getting the Stress out of your Holiday this Season-min

G is for Getting the Stress out of your Holiday this Season

The holiday season should be joyful; filled with happy moments and festive memories. It should not cause us to dread its coming and send us into stress overload. But many of us let the demands of the season hurl us into a panic as we try to make our holiday merry, bright and oh so […]

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