Tag: financial planning

HAPPY NEW YEAR 2018 Financial Checklist by @AZanswers

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  An HSA is a medical savings retirement account and can be started with pretax money and withdrawn to pay medical expenses without taxes.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 […]

CONTINUE READING HAPPY NEW YEAR 2018 Financial Checklist by @AZanswers 2 min read

Planning for the  ”What ifs” affecting your Financial Life by @AZanswers

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 […]

CONTINUE READING Planning for the  ”What ifs” affecting your Financial Life by @AZanswers 1 min read

Financial Planning As Self-Care

by Suzanne Lundeen Abrams | Featured Contributor I suggest women reverse the golden rule and treat themselves as well as they treat others.” -Gloria Steinem Entrepreneurs give everything to their business: Customers come first! This way of thinking comes easy to an entrepreneur. In everyday life, women often prioritize the needs of others and in […]

CONTINUE READING Financial Planning As Self-Care 5 min read

Do you OWN your financial future? #OwnMyFuture

Disclosure: This post is sponsored by SheSpeaks and Prudential, but all the opinions are my own. by Melissa Stewart When I was asked to take part in the Prudential #OwnMyFuture campaign about owning your financial future I thought YES! After all, I’m all about owning it. The hashtag spoke to me and I enthusiastically accepted […]

CONTINUE READING Do you OWN your financial future? #OwnMyFuture 7 min read

America’s Invisible Workforce: Caregivers by @CJBinsurance

by Carly Barker, CLTC | Featured Contributor They’re called America’s “invisible workforce” — and you likely know at least one member, or are one yourself. I’m talking about family caregivers. These are people who may have demanding careers, but are forced to cut back, or put them on hold, to care for ailing or aging […]

CONTINUE READING America’s Invisible Workforce: Caregivers by @CJBinsurance 4 min read
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