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.
Trends in Charitable Giving
Some people may want a more advanced gifting strategy that can maximize their gift and generate potential tax benefits.
Types of Stock Market Analysis
Most stock market analysis falls into three broad groups: Fundamental, technical, and sentimental. Here’s a look at each.
Countering Counterfeit Currency
Combating counterfeiting remains core to preserving the integrity of the nation’s money.
Good employee health can be great for the company’s bottom line.
When to start? Should I continue to work? How can I maximize my benefit?
The care of special-needs children continues into their adult years, and may survive the passing of their parents.
If you are concerned about inflation and expect short-term interest rates may increase, TIPS could be worth considering.
Preparing for college means setting goals, staying focused, and tackling a few key milestones along the way.
Each day, the Fed is behind the scenes supporting the economy and providing services to the U.S. financial system.
Use this calculator to estimate your income tax liability along with average and marginal tax rates.
Estimate the maximum contribution amount for a Self-Employed 401(k), SIMPLE IRA, or SEP.
Use this calculator to assess the potential benefits of a home mortgage deduction.
Use this calculator to estimate your capital gains tax.
Estimate how many months it may take to recover the out-of-pocket costs when buying a more efficient vehicle.
Determine if you are eligible to contribute to a traditional or Roth IRA.
Learn more about taxes, tax-favored investing, and tax strategies.
Using smart management to get more of what you want and free up assets to invest.
There are a number of ways to withdraw money from a qualified retirement plan.
There are some smart strategies that may help you pursue your investment objectives
A presentation about managing money: using it, saving it, and even getting credit.
Principles that can help create a portfolio designed to pursue investment goals.
Have you explored all of your choices when it comes to managing your taxable income?
A bucket plan can help you be better prepared for a comfortable retirement.
Here are five facts about Social Security that might surprise you.
Investors seeking world investments can choose between global and international funds. What's the difference?
Are you ready for retirement? Here are five words you should consider.
Three things to consider before dipping into retirement savings to pay for college.