Tag Archives | life stage financial


G is for Gathering Important Life Documents

Why is this so important? Life is full of unexpected happenings and having all of your important essential documents and personal directives in one place can help you and your loved ones deal more efficiently in a time of crisis. Even if you never experience a crisis, you’ll be relieved that you spent the time […]

Read full story Comments are closed

F is for Favor a Fiduciary Advisor and See What We Offer

Read full story Comments are closed

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 […]

Read full story Comments are closed
Retirement plan Abstract concept digital illustration

D is for Do Your Homework before You Retire

Retirement is a life changing event, but being adequately prepared will make the transition an easier one. If you are about to retire and don’t have a plan, please consider making one now.  Here are some issues you will be facing as you move into retirement. Retirement Budget Make a list of all future cost: […]

Read full story Comments are closed
dignity self esteem or respect confidence and pride sign

C is for Choosing Dignity in Divorce

It’s time; you’ve hashed out this decision over and over in your head, and now you know that divorce is the inevitable. You also realize you want to get through this process with your integrity intact, and without depleting your life savings. This shouldn’t be too difficult if you and your spouse agree, you should […]

Read full story Comments are closed
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 […]

Read full story Comments are closed
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 […]

Read full story Comments are closed

S is for Same Sex Marriages & Changes in Domestic Partnerships Health Care Options

  Since the legalization of same-sex marriage, all married couples have the right to spousal coverage. Under the Affordable Care Act, all insurance companies must offer the same health plans to legally married gay and lesbian couples as those offered to married heterosexual couples. This new law has some employers that previously offered health and […]

Read full story Comments are closed
advisors View

AZ Asks: Advisors Views

A feature from Ann Zuraw, Zuraw Financial Advisors, LLC. Advisor Views offers timely investment news and market updates designed to keep you informed, while enhancing your overall investment experience.   Your 401(k) Plan: Is it Time to Re-Think Your DIY Strategy? If asked, most people would probably agree that saving for a secure and comfortable retirement […]

Read full story Comments are closed
T is for Transitions, Emotions in Retirement

T is for Transitions and Emotions during Retirement

  Life is a constant chain of transitions…we leave our childhood behind to go forth and experience many different stages of life. Countless books, websites, classes, workshops and advice from those who have gone before us are there to help direct us through our emotions as we move through the many life stages. One of […]

Read full story Comments are closed