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Posts Tagged ‘investment style’

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  An HSA is a medical savings retirement account and can be started with pretax money and withdrawn to pay medical expenses without taxes.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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WOMAN UP-IT’S YOUR MONEY!

woman up ann zuraw greensboro nc financial advisor (1)

SHE OWNS IT Let’s say you inherited an IRA from your parents, or you’re the beneficiary of an inheritance from your beloved Grandmother. Or your business is finally doing so well (after many years of hard work and losses), that you have more income than you imagined.  All of a sudden with this financial improvement,…

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