Tag Archives | life stage financial

Q is for Quick Storm Recovery

Q is for Some Quick Storm Tips To Put You On The Road To Recovery

  This year’s hurricane season brought with it much devastation, but luckily many lives were saved due to mandatory evacuations imposed by local governments before the storms hit our shores. Planning gives everyone a chance to protect themselves, their property and to find peace before the storm knowing you did all you could to prepare […]

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Observing Financial Elder Abuse and How You Can Help

O is Observing Financial Elder Abuse and How You Can Help

  Sadly, people continue to abuse the elderly financially. Whether they become victims of scams or are preyed on by family members looking for money. Being that many seniors prefer to remain in control of their finances throughout life makes it more challenging to help protect them in these situations. Financial Abuse is any behavior […]

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Hurricane Supplies

M is for Making Landfall and How We Can Learn from Hurricane Florence

Hurricane Florence made landfall in Wilmington, North Carolina in the early morning and North Carolinians experienced this hurricane in a huge and devastating way. It was massive in size, and it lingered for days bringing catastrophic wind, heavy rains and flooding to a large area of the Carolina’s, disrupting the lives of millions. Due to […]

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Learning to Avoid Procrastination

L is for Learning to Avoid Procrastination

  We all make little justifications for not sitting down at the computer or getting on the phone to take a stand against wasteful spending from excess charges and fees. No one wants to spend their precious free time on the phone trying to sort through endless unexplained charges on phone bills, credit card bills […]

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Poster Final

Zuraw Financial Welcomes Hattie Zuraw to Our Team

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Happy Labor Day!

Happy Labor Day!

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Knowing the different parts of Medicare and the importance of comparison shopping for Medicare Plans

K is for Knowing the Different Parts of Medicare and the Importance of Comparison Shopping for Medicare Plans

Most seniors agree comparison shopping for Medicare plans can be more painful than going to the dentist. However, by not reviewing your Medicare plan and coverage annually, seniors may be putting themselves at financial risk. According to a survey commissioned by WellCareHealth Plans, Inc, approximately three in five (58%) seniors see reviewing their Medicare plan […]

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Is it Loyalty or is it Laziness when making the best Financial Decisions?

Is it Loyalty or is it Laziness When Making the Best Financial Decisions?

Many financial decisions we make is because we think there is an advantage to being loyal to a particular company, product or service. The plumber who came when you were desperate, and the toilet was overflowing did a great job and didn’t overcharge you. Do you keep calling him back? Yes, of course! You choose […]

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The Benefits of a South Dakota Trust

The Benefits of a South Dakota Trust

TimeSouth Dakota Trust allows for total seal of informations have changed—trusts have changed—are you aware of this?  If not you need to be!   Today’s focus are 4 different scenarios where the trust infrastructure protects your assets Times have changed—trusts have changed—are you aware of this? If not you need to be! Today’s focus are […]

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Failing to Protect Digital Identity When Using Smartphones

F is for Failing to Protect Digital Identity When Using Smartphones

  Many of us are relying on our smartphones for a variety of uses every day. Our phones store emails, contact information, photos and other personal information. They give us quick entry to the internet and provide us with easy access to our banking, investment accounts, social media sites and shopping. Yes, this makes many […]

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