Tag Archives | financial

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R is for Required Minimum Distributions (RMD) as a Charitable Distributions

In the past, Congress would decide each year whether Required Minimum Distributions (RMD) could or could not be used as a charitable distribution.  However, through the Protecting American from Tax Hikes (PATH) Act of 2015, Qualified Charitable Distribution (QCD) rules have been made permanent. Now you may use a charitable giving strategy as a tax […]

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Parent Plus Loans

P is for the Potential Pitfalls of Parent Direct Plus Loans

  The cost of college has been soaring, and so has the amount of student loan debt. We all want our kids to go to college but at what cost? Let’s talk about the dangers of one student loan in particular “The Parent Direct PLUS Loan.” This specific loan is one that parents should be […]

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Senior businesswoman at work

J is for the Journey of Job Hunting after 50

Each life journey comes with ups and downs, and when a chance for a new opportunity presents itself, it’s important to embrace the growth that’s in store and except the challenges no matter how daunting it may seem. So let’s think of job hunting after 50 as a new expedition in which we can learn […]

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Zuraw Financial Advisors is proud to be part of this year’s Tech Savvy, a program of AAUW

ZFA Presents “Become a Financially Savvy Young Woman.” Tech Savvy North Carolina The University of North Carolina at Greensboro Greensboro, North Carolina Saturday, April 1, 2017 8:00 AM – 3:30 PM Click Here to Register This program introduces girls in sixth through ninth grades to many types of careers in science, technology, engineering, and math […]

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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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Q is for Quit Taking It Personally!

Sounds like a simple, straightforward practice that could be incorporate into daily life, but how? How do we stop absorbing words and phrases that are disappointing or hurtful to our psyche and not allow these words to dictate our reactions and feelings? Especially when these encounters drain our energy, ignite self-doubt and lower our self-esteem? […]

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Woman shopping online

O is for Online Shopping PrOs and COns

Over the last decade our constant connection to the internet has made online shopping a common practice throughout the world. This new shopping revolution has become preferred over physically going out and about to search for desired merchandise. But as is true for with most everything in life, online shopping comes with advantages as well […]

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Thinking of money

M is for The Magic or Madness of Money and the Brain

Today’s neuroscientist and psychologist are studying what happens inside our brains when we think about money. Researchers in the emerging field of neuro-economics are finding that our thoughts on money create a great deal of brain activity that may powerfully influence our thoughts and actions. So, what message does the thought of money send to […]

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advisor views 401k

AZ Asks Advisor Views

        A feature from Ann Zuraw, Zuraw Financial Advisors Advisor Views offers timely investment news and market updates designed to keep you informed, while enhancing your overall investment   Your 401(k) Plan: A First Step in Planning for Your FutureOriginally created as a means to supplement company sponsored pension plans, definedcontribution plans, […]

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J is for Just Do It!

  You only live once. While scrimping and saving everything possible can be beneficial, there are times when it can be just as beneficial to let go. In our fast-paced world, people put a lot of stress on job and productivity. In efforts to save and prepare for the future, we have lost sight of […]

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