Tag Archives | planning

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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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Y is for Yahoo You’re Fifty – time to take a good look at your finances

It’s never too late! Start right now, live within your means and secure your financial future. Don’t let today’s marketing campaigns lead you down a materialistic path. Find your happiness in things that fit your budget or that cost nothing at all; this alone could be the solution to many of your financial woes. Don’t […]

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H is for How Money Influences Our Lives

Spending wisely is not a bad practice, and many of us need to watch our spending, but if our primary focus is on getting the best deal for the lowest price, what message is this sending our mind, body, and soul? Scientist have been studying the relationship between money and happiness for decades, and most […]

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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 […]

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K is for Knowing When to Have “The Talk” with Your Parents

Your parents had to conjure up the strength to have “the talk” with you ….now it may be your turn to reciprocate. Talking with your parents about their financial future may be as hard as it was for them to have the “talk” with you. Avoiding this talk may result in unfortunate consequences. Many of […]

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V is for Go Vegetarian, Save Dollars & the Planet!

  Choosing a vegetarian lifestyle is a very personal choice made for many different reasons. We may want to live healthier lives, improve our health, reduce pollution or do our part to preserve the earth’s natural resources. Our motives may vary but can a vegetarian diet actually save you money? First, let’s consider the health […]

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T is for Tax Mistakes You Should Avoid

There is no doubt our tax laws can be complicated. The continued expansion of our tax code, along with its complexity, helps to create a playground for common mistakes. Making one of these mistakes, no matter how small, may result in underpayment, overpayment or delays on your refund. Let’s go over some of the most common […]

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Advisor views Human Capital

AZ Asks Advisor Views

Advisor 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. Human Capital: Don’t Overlook this Important Asset Class  When considering asset classes, most investors think of things such as stocks and bonds, commodities or real estate. Each […]

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S is for a Successful Financial Future

S is for a Successful Financial Future

One of the most important lessons when planning for a successful financial future is finding a way to control your money instead of letting it control you. Success is about your choices, priorities, values and the development of healthy financial habits. The following tips may help lead you to financial comfort, contentment and a valued […]

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