Tag Archives | financial planning

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

PLANNING FOR THE  ”WHAT IFS” AFFECTING YOUR FINANCIAL LIFE BY @AZANSWERS Incapacity Planning Incapacity of the mind can be a temporary condition or a long-term decline as one’s mental abilities begin to slowly “diminish.”  The older I am, the more I see situations that differed from expectations.  With more experience, I recognize the value of […]

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Conceptional drawing of Financial planning

E is for Engage to Educate You about Your Financial Future

When is the last engagement you had with your financial planner? Just as you go to the Doctor when you want an answer regarding your body, you should have regular financial checkups with your advisor.  If your finances feel uncertain or questionable, engage with your advisor to gain information and education about your present or […]

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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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P is for Prepare that Prenup

Perhaps preparing a “prenup” isn’t the most romantic subject to address during your magical time of love, promise and a lifetime commitment. However, we shouldn’t bury our heads in the sand when half of all marriages end in divorce. Having a 50/50 chance of success are not the odds you would likely want to take […]

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Financial Issues to Consider during Divorce

  “Financial Issues to Consider during Divorce Ann Zuraw, CFP®, CFA®, CDFA ™ Tuesday • October 8, 2013 5:30 – 7:00 pm  Women’s Resource Center of Greensboro • 628 Summit Ave. • Greensboro, NC •27405 (336) 275-6090                                 www.womenscentergso.org Registration Required   •     Childcare not provided

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Questions from AZ: Your Money History

As a child, what was the most important lesson you learned about money? Does it affect the way you save and/or spend your money? Has it affected you in a positive or negative way? Example of my family going to the racetrack. Questions from AZ

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