Ann Zuraw Quoted in FA (Financial Advisors) Magazine

Print | Reprint HSAs As ‘Medical IRAs’: A Great But Neglected Strategy APRIL 15, 2024 • STEVE GARMHAUSEN Roth IRAs have caught …

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Evaluate your retirement
Answers from A to Z

E is for Evaluate Your Retirement Plan Today

Planning for retirement is an important task that can help you secure your financial future. Whether you’re just …

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learn to prioritize you health this holiday
Answers from A to Z

L is for Learn to Prioritize Your Health this Holiday Season

The holidays are an exciting time for many. There are parties with friends, family, and coworkers. The abundance …

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setting goals for your finances
Answers from A to Z

G is for Goal Setting and Your Finances

When it comes to your finances, goal setting can be the best way to take control and to …

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Answers from A to Z

X is for eXamine Your Relationship with Money to Save More Efficiently.

Everyone has a different relationship with money. It could be due to your childhood upbringing or how your …

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towfiqu-barbhuiya-yIIFNiEKkYI-unsplash
Answers from A to Z

R is for RMD – Required Minimum Distributions

Opening a retirement account isn’t exactly like a savings account where we can hold our money indefinitely. Instead, …

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Answers from A to Z

I is for Income Inequality in Marriages

Income inequalities in a marriage, or any relationship, can be a big point of tension. An imbalance with …

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Answers from A to Z

G is for Getting Cyber Secure Now

Cybersecurity is at an all-time high for risk right now. As we put more of ourselves and our …

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andrew-neel-QLqNalPe0RA-unsplash
Answers from A to Z

E is for Entrepreneurs and Encountering Financial Setbacks

Being an entrepreneur can come with challenging setbacks that may affect your business’s finances. While no one wants …

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Answers from A to Z

D is for Deducting Your Donations and How the CARES Act can Help

Donating your time, money, or goods is a valuable way to give back to your community. Some donations …

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