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On a Personal Level – What Has COVID Taught Us?

On a Personal Level – What Has COVID Taught Us?

by | 2 Jun | , , , ,

Since last March, our world dramatically changed in many ways! Based upon all of the changes that have been thrust upon us, what have we learned about the following areas of concern that we may not have thought about pre-COVID, regardless of age?

    • If I am unable to communicate on my own, do I have all of the necessary legal documents in place to address my wishes? Do I have a will? Do I need a trust?

    • Have I thought about my healthcare wishes if I become unable to make my own medical decisions? Do I have a Living Will and Healthcare Power of Attorney in place?

      read more…

9 Keys to Education Planning

9 Keys to Education Planning

by | 8 Oct | , , , , ,

 

Whether your children (or grandchildren) are 2 or 20, there’s one big thing probably weighing on your mind: How to pay for college. You’re not alone. According to recent studies, 42% of parents surveyed say their top money concern is paying for their child’s education.education planning

The figures are daunting. Estimates project the cost of yearly tuition at a private college will be over $130,000 per year by the time today’s grade schoolers reach college. The key to tackling these overwhelming figures is to have a strategy and long-term approach to saving for higher education. read more…

Do Your Bank Accounts Qualify for FDIC Coverage?

Do Your Bank Accounts Qualify for FDIC Coverage?

by | 26 Dec | , ,

 

In our society, people tend to take the safety of their bank accounts pretty much for granted.  If you think back to the most recent banking crisis in 2008 and 2009, however, there was a significant amount of bank consolidation that could have potentially resulted in depositors losing money.  This leads to the question, exactly what is covered under the Federal Deposit Insurance program and do your bank accounts qualify for FDIC coverage?

read more…
How Can I Possibly Plan at Age 30?

How Can I Possibly Plan at Age 30?

by | 20 Dec | , ,

Financial planning at any age can be challenging, and more so, when one is approaching or a few years removed from turning 30. So many life-changing events that ultimately, affect one’s personal budget. Zinner-EBook-SEPT16-Cover.jpg

Every so often, we come across a great article that catches our attention and hits the nail on the head. We are thrilled to share this great read with you from Anne Bucciarelli and the folks at Bernstein.com. 

Did you like it too? Drop us a line; we’d love to hear from you and should you have any questions about financial planning, tax strategies, or business advisory, we’re happy to help and ready to start the conversation. Contact us at 216.831.0733 or info@zinnerco.com 

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About Us

Since 1938, Zinner has counseled individuals and businesses from start-up to succession. At Zinner, we strive to ensure we understand your business and recognize threats that could impact your financial situation.

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