Realize Your Financial Future with Zuraw Financial Advisors
We understand the many challenges families face as they navigate the milestones of life. Whatever stage you are at in your life, at Zuraw Financial Advisors, we believe there is an investment solution for every family. Our goal is to help families determine a strategy that best fits their needs and can grow with them through the years.
We serve clients’ entire families, often working with their children and grandchildren. Through management of diversified portfolios and strategic asset allocation, we strive to help families leave a legacy and ensure their wealth is passed down and preserved through the next generations.
We put our clients first and, as a result, we have built trusted relationships with them that will last decades. By offering ongoing education, objective guidance, and personal insight, our goal is to help clients feel confident in their financial future as they grow their families, build their career, and live in and enjoy retirement.
Based in Greensboro, North Carolina, and having lived in Piedmont, California and New Orleans, Louisiana, many of our clients are based in these areas. Whether you’re facing retirement—or looking to better understand certain investment ideas—Zuraw Financial Advisors can help you address your most pressing money questions.
Investment Challenges of the Affluent Investor
Affluent investors face unique challenges when putting together an investment strategy. Make sure you keep these in mind.
The Business Cycle
Understanding the economy's cycles can help put current business conditions in better perspective.
The Ivory Tower Changes Wall Street
Thanks to the work of three economists, we have a better understanding of what determines an asset’s price.
As our nation ages, many Americans are turning their attention to caring for aging parents.
The list of IRA withdrawals that may be taken without incurring a 10% early penalty has grown.
There’s a link between debt and stress.
Making a career move requires tough decisions, not the least of which is what to do with the funds in your retirement plan.
Important as it is, Medicare does not cover the full range of health-care expenses you may experience in your golden years.
Individuals have three basic choices with the 401(k) account they accrued at a previous employer.
Use this calculator to estimate your net worth by adding up your assets and subtracting your liabilities.
Determine if you are eligible to contribute to a traditional or Roth IRA.
This calculator helps determine your pre-tax and after-tax dividend yield on a particular stock.
This calculator shows how inflation over the years has impacted purchasing power.
This calculator can help you estimate how much you may need to save for retirement.
This calculator estimates your chances of becoming disabled and your potential need for disability insurance.
Principles that can help create a portfolio designed to pursue investment goals.
There are a number of ways to withdraw money from a qualified retirement plan.
The importance of life insurance, how it works, and how much coverage you need.
Learn more about taxes, tax-favored investing, and tax strategies.
A presentation about managing money: using it, saving it, and even getting credit.
Using smart management to get more of what you want and free up assets to invest.
A portfolio created with your long-term objectives in mind is crucial as you pursue your dream retirement.
In life it often happens that the answers are right in our own back yards. This may be particularly true of investing.
Three things to consider before dipping into retirement savings to pay for college.
How will you weather the ups and downs of the business cycle?
Understanding your risk tolerance is a critial first step in the money management process.
A growing number of Americans are pushing back the age at which they plan to retire. Or deciding not to retire at all.