Tag Archives | strategy

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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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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WHAT IS STOPPING YOU FROM HAVING A BOARD FOR YOUR BUSINESS?

It does not matter what size your company is—the issues are always the same. Some critical questions to consider are: Do you have a growth strategy and how is it measured?  Do you know if your revenue, expenses, and margins are growing, stable or declining?  How leveraged is your balance sheet? Are you evaluating management […]

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Ann Zuraw – Quoted in U.S. News Article

Click Below to Read Article 7 Mistakes to Avoid With Dollar-Cost Averaging      

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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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money habits

M is for Money Habits for a Lifetime and How They Affect Retirement.

We all have “money habits, ” and most have specific practices to help us acquire what we believe will bring the happiness we desire. The ultimate goal for many is to save enough during our working years to enjoy retirement. Have you considered what happens when we go from working and saving to retirement and […]

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K is for Kickstart your Business using the Power of Social Media

There are still some small business owners that believe social media is trivial, but as the world constantly changes, marketing techniques continue to evolve. Today, billions of people worldwide are using social media.  No longer are billboards, print ads, and mass mailings the only way to advertise. At Zuraw Financial Advisors we learned to embrace […]

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Green Business Strategy

K is for Know Your Investment Strategy

You know “You” – better than anyone else, so when planning your investment strategy make sure you incorporate all that is relevant to your individual financial needs and goals. In turn, you or your advisor will have greater insight when designing a holistic investment plan unique to you. There are some very critical areas; that […]

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I is for the Importance of starting an IRA early

Saving, and especially saving for retirement is the last thing anyone wants to do with their new paycheck, especially those who are too young to grasp its importance. But often people learn the importance of retirement savings a little too late. Starting an IRA early in life is imperative to a successful financial future. Here are some […]

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stock index

X is for e”X”actly what is a Stock Market Index?

An index is a selection of securities that help provide a glimpse into the broader market. For example, its calculation is based on prices of a collection of similar stocks; this helps give a general idea of how the market is performing in this particular market or segment.  When you hear the market is up […]

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