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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.

 

Helpful Content

The Utility of Sector Investing

The Utility of Sector Investing

Successful sector investing is dependent upon an accurate analysis about when to rotate in and out.

The Ivory Tower Changes Wall Street

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.

The New Wild West: Bitcoin

The New Wild West: Bitcoin

Bitcoin’s future is uncertain, but one thing is for sure: it’s the wild west out there, and there is no sheriff in town.

 

Social Security: Five Facts You Need to Know

Here are five facts about Social Security that are important to keep in mind.

When Should You Take Social Security

Monthly Social Security payments differ substantially depending on when you start receiving benefits.

Should You Choose a Fixed or Variable?

When selecting a mortgage, one of the most critical choices is between a fixed or variable interest-rate mortgage.

A Taxing Story: Capital Gains and Losses

Understanding how capital gains are taxed may help you refine your investment strategies.

Putting a Price Tag On Your Health

Being healthy not only makes you feel good, it may also help you financially.

The ABC’s of Auto Insurance

What kind of auto insurance should you have? Do you know?

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Interested in a Fuel Efficient Car?

Estimate how many months it may take to recover the out-of-pocket costs when buying a more efficient vehicle.

Disability Income

This calculator estimates your chances of becoming disabled and your potential need for disability insurance.

Saving for College

This calculator can help you estimate how much you should be saving for college.

Taxable vs. Tax-Deferred Savings

Use this calculator to compare the future value of investments with different tax consequences.

What's My Potential Estate Tax?

This calculator helps estimate your federal estate tax liability.

Home Mortgage Deduction

Use this calculator to assess the potential benefits of a home mortgage deduction.

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Protecting Those Who Matter Most

The importance of life insurance, how it works, and how much coverage you need.

Managing Your Lifestyle

Using smart management to get more of what you want and free up assets to invest.

Principles of Preserving Wealth

How federal estate taxes work, plus estate management documents and tactics.

Retirement Plan Distributions

There are a number of ways to withdraw money from a qualified retirement plan.

Your Cash Flow Statement

A presentation about managing money: using it, saving it, and even getting credit.

Long-Term-Care Protection Strategies

The chances of needing long-term care, its cost, and strategies for covering that cost.

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What Smart Investors Know

Smart investors take the time to separate emotion from fact.

The Facts About Income Tax

Millions faithfully file their 1040 forms each April. But some things about federal income taxes may surprise you.

Should You Ever Retire?

A growing number of Americans are pushing back the age at which they plan to retire. Or deciding not to retire at all.

What Our Kids Can Teach us About Saving Money

Would you guess that Millennials are effectively saving for retirement? Well, they are.

Your Personal Recovery

As the economy gathers momentum, many are waiting for their personal finances to gather momentum, too.

Making Your Tax Bracket Work

Have you explored all of your choices when it comes to managing your taxable income?

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