Tag Archives | strategy

Unclaimed Money That Belongs To You

U is for Unclaimed Money That Belongs To You

You know the feeling you get when you stumble upon some unexpected cash, the cash you had completely forgotten. Whether you left it in an old purse, inside a coat pocket or you find it at the bottom of the wash. It makes most of us feel a bit of pleasure. So then why wouldn’t […]

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S is for: Stop and Think Before You Take a Payday Loan

You’re young, on your own and just starting a new job. It’s not easy in the beginning to budget your income and keep close tabs of your expenses. Plus getting paid bi-weekly or monthly can make it that much harder to manage your finances.  Don’t despair; it will get easier when practice and good habits […]

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Being Tech Savvy will Help Protect Your Finances

Being Tech Savvy will Help Protect Your Finances by @AZanswers

Today’s world has a new peril called cyber-attacks they happen every day. Don’t let it happen to you! Below are a few tips to help you on your way to being tech savvy. Be Sure and take our quiz below and see how well you score. P – Proceed with caution when using personal checks […]

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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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