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.
The Facts About Income Tax
Millions faithfully file their 1040 forms each April. But some things about federal income taxes may surprise you.
The Good Ship IPO
The seas of the market are constantly shifting, and whether the good ship IPO can set sail may depend heavily on the tides.
The Utility of Sector Investing
Successful sector investing is dependent upon an accurate analysis about when to rotate in and out.
Loss of income from disability has the potential to cause financial hardship. Disability insurance can help.
Have you ever wondered how your credit score compares to the rest of the country? Take a look and see.
What can be learned from the savings rate?
Living trusts are popular, but their appropriateness will depend upon your individual needs and objectives.
Annuities are versatile tools that can help you save for retirement and generate income in retirement.
Having an emergency fund may help alleviate the stress and worry associated with a financial crisis.
This calculator compares employee contributions to a Roth 401(k) and a traditional 401(k).
This calculator estimates the savings from paying a mortgage bi-weekly instead of monthly.
Use this calculator to assess the potential benefits of a home mortgage deduction.
This calculator helps determine your pre-tax and after-tax dividend yield on a particular stock.
This calculator will help determine whether you should invest funds or pay down debt.
With a few simple inputs you can estimate how much of a mortgage you may be able to obtain.
Principles that can help create a portfolio designed to pursue investment goals.
A presentation about managing money: using it, saving it, and even getting credit.
Investment tools and strategies that can enable you to pursue your retirement goals.
Using smart management to get more of what you want and free up assets to invest.
A number of questions and concerns need to be addressed to help you better prepare for retirement living.
There are a number of ways to withdraw money from a qualified retirement plan.
Recent changes in estate tax laws could affect the strategy you have in place.
Even low inflation rates can pose a threat to investment returns.
How will you weather the ups and downs of the business cycle?
When do you need a will? The answer is easy: right now.
Do you know how long it may take for your investments to double in value? The Rule of 72 is a quick way to figure it out.
If you have a 401(k) with a former employer, you may want to consider an IRA rollover.