ann zuraw financial advisors greensboro nc sm

Posts Tagged ‘wealth management’

M is for Mutual Funds and Knowing All the Fees Involved

Mutual funds can be a great investment option. However, they incur fees so make sure you do your homework when choosing a fund. An easy way to compare mutual funds is to look for a number called the fund’s total annual fund operating expenses; this is the also called the fund’s expense ratio. Here you…

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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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Ann Benjamin Zuraw: “ SHE OWNS IT”- Featured Contributor

  Risks of a Prenuptial and Advantages of a Trust by @AZanswers   NOW THERE IS A BETTER OPTION, consider using a “Domestic Asset Protection Trust.” It will protect and control your assets using a situs (the place to which, for purposes of legal jurisdiction or taxation, a property belongs) of South Dakota, and you…

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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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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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