by Ann Zuraw | Featured Contributor Growing up in a family business, we evaluated every real estate project with spreadsheets. They proved to be a beneficial tool when analyzing projects helping to make our decision process run smoothly. We would look at the projected cash flow and incorporate the different variables in the decision. […]
“Woman Up” and take responsibility and control of your assets. It is your money. ̶ AZ by Ann Zuraw | Featured Contributor You have worked hard to develop your business. As your business grows, you have nurtured an asset that can yield tremendous value. However, simply growing assets under management and top-line revenues may […]
by Ann Zuraw | Featured Contributor I have been trying to comprehend the latest Tax reform from the perspective of a business owner. I am sharing my thoughts with a big DISCLAIMER. I am not a CPA or lawyer and am always willing to pay my fair share of taxes. I learned early on in […]
by Ann Zuraw | Featured Contributor HSA—Check if you are eligible for a Health Savings account. An HSA is a medical savings retirement account and can be started with pretax money and withdrawn to pay medical expenses without taxes. Asset Allocation—Review your overall investment portfolio. What percentage do you have in stocks, bonds, or cash […]
by Ann Zuraw | Featured Contributor Let’s say you inherited an IRA from your parents, or you’re the beneficiary of an inheritance from your beloved Grandmother. Or your business is finally doing so well (after many years of hard work and losses), that you have more income than you imagined. All of a sudden with […]
by Ann Zuraw | Featured Contributor 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 […]
by Ann Zuraw | Featured Contributor Incapacity Planning Incapacity of the mind can be a temporary condition or a long-term decline as one’s mental abilities begin to slowly “diminish.” The older I am, the more I see situations that differed from expectations. With more experience, I recognize the value of operating within “my lane […]
by Ann Zuraw | Featured Contributor You spent years working hard to build your business and have acquired a substantial amount of assets. Your wedding day is approaching, and you’re excited about your future, but have you thought about protecting your assets in the event you become a statistic. Currently, 50% of marriages fail. Should […]
by Ann Zuraw | Featured Contributor Since many of you are entrepreneurs with your own businesses,–you probably work hard all the time. However, your profit and loss statement is not the definition of your success. As you can see in the financial life infographic—your assets cover much more: family, house, retirement, legal, investment experience, job/career, […]
by Ann Zuraw | Featured Contributor “Luck is what happens when preparation meets opportunity” — Seneca The lessons I’ve learned growing up in a successful family real estate business are countless. (How you define “successful” is a discussion for another day.) Today as a business owner myself; I realize luck had nothing to do with it! […]
