Tag Archives | planning

Sunset over coastal beach house with wooden boardwalk at  Bald Head Island, North Carolina.

V is for Various Consideration before You Buy a Vacation Home

  When considering buying a vacation home, the first question you should ask yourself is, am I ready to be married to this location? After all, you will be deciding on a regular vacation destination, and if your finances are limited, it may become your “only” vacation destination. However, being prepared and taking the appropriate […]

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Risks of a Prenuptial and Advantages of a Trust

Is a Trust is Right for You? Click Here Not Your Grandmother’s Trust: Women with Assets #2 In a second marriage, a prenuptial agreement would not protect you from having to pay for your spouse’s medical expenses. An example of providing skilled care 24 hours can easily cost $9000 a month and use up your […]

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Cheerful business partners in office working with documents

U is for Unmarried Couples Need Financial & Legal Documents too!

Many adults choose to partner together without a marriage certificate; entirely a personal choice with no judgment, however, the proper legal documents can help protect your partnership in the event of disentanglement or death. Unmarried couples, regardless of the length of the relationship are classified as unrelated individuals in the eyes of the law. Should […]

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British GP examining young child with mother

R is for the New “Retirement Reality”

Many of us see ourselves retiring before we hit seventy but the reality of this happening is becoming more of a dream. As a matter of fact, a growing number of Americans are embracing this new reality and driving themselves to work well into their 70s. A new Bankrate survey finds 70 percent of people […]

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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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Multi ethnic friends tourists with map in old city

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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Senior couple, adult children talking and drinking

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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Indian woman in sari dress groceries shopping

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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