Sentences with phrase «as my financial advisor says»

As my financial advisor says, any debt that you're making money on is good debt, and you want as much of it as you possible can have.

Not exact matches

Financial advisor Manisha Thakor says the year - end holiday season is the perfect time to take three key tax - strategy steps, such as income deferral.

Since those investors are just looking for the highest returns, and not say buying bonds their financial advisor told them they needed bonds as part of their retirement planning, they are more likely to jump when rates rise.

«For the past several months, we have worked closely with our financial advisors and evaluated various strategic alternatives with respect to Qdoba, including a sale or spin - off, as well as opportunities to refranchise company restaurants,» Lenny Comma, CEO and chairman of Jack in the Box, said in a statement.

On Thursday, central bank advisor Sheng Songcheng said at a finance forum in Beijing that he expects China's financial deleveraging to be less forceful next year as it has already achieved obvious results, Reuters reported.

Wyse Advisors LLC's Michael Wyse has been hired as Soupman's chief restructuring officer and interim chief financial officer, the company said.

Financial advisors say investing in your health is as important as investing in the market when it comes to planning for medical costs in retirement.

Among automated financial advisory services known as robo - advisors, Capuzzi said Apex has 2.6 million accounts and counts one major firm, Betterment, as a client.

If the Fiduciary Standard is applied to brokers as well as financial advisors as has been discussed, there will for sure be lots of change, but to announce the death knell of the advice business is as ludicrous as saying there will no longer be a demand for teachers or doctors.

«I've dedicated the past 20 years of my life — first as a financial advisor and now as a financial educator — to providing objective financial advice to millions of Americans via my books, seminars and media appearances,» Bach said in a statement.

But as financial advisors who broach the subject of emergency funds to their clients discover, that's easier said than done.

Large percentages of financial advisors recruited to independent broker - dealers (IBD) are as likely to come from the insurance distribution channel as they are from big wirehouses, a financial industry expert said.

Many times, the financial advisor who sold the original variable annuity is no longer around to advise a client as to whether it's best to move ahead with surrender, leading to investor confusion over a thorny financial decision, he said.

«It has become increasingly common over the past few decades for insurance producers, like broker - dealers, to recast themselves as financial advisors or retirement planners in order to attract clients seeking objective, professional advice about their retirement and other investments,» the CFA says.

Ross Patten, a financial advisor with Rice Cube LLC, says he expects Trump will prevail, as would the economy.

There are a limited number of employer - sponsored defined benefit plans (pensions) available as it is, said Henry Ford, principal and senior advisor for LifeSteps Financial, a registered investment advisory firm.

«I know several advisors that had completely different careers and by just taking a brokerage license exam, they are now qualified to act as an advisor,» says Tracy St. John, a financial advisor with Kansas City - based Financial Avenfinancial advisor with Kansas City - based Financial AvenFinancial Avenues, LLC.

And it's not likely your bank will present any choices other than their own, says Allen Katz, a certified financial planner in Staten Island, New York, who previously worked in banks as a financial advisor.

Retirement confidence has risen as stock market returns have climbed and property values have recovered, researchers and financial advisors say.

In an emailed statement in response to the SEC filing, Tribune Publishing spokeswoman Dana Meyer said, «As previously disclosed, the Tribune Publishing Board of Directors is reviewing Gannett's revised proposal in consultation with its independent financial and legal advisor.

In your 20s, all stock index fund investments might seem like a fine idea, as short - term volatility matters less than long - term appreciation when a portfolio has decades to grow, says Phillip J. Deerwester, portfolio analyst and chief compliance officer at TGS Financial Advisors in Radnor, Pennsylvania.

His parents were «not artsy», Dano has said, his father working as a financial advisor while his mother stayed at home to raise Dano and his sister.

Hussein Sumar presents How a 401k Plan Increases your Savings Opportunities under the Economic Growth & Tax Tax Relief Reconciliation Act of 2001 (EGTRRA) posted at 401k, saying, «Many baby boomers who are nearing retirement and even young people who are interested in saving as much as they can for retirement visit their financial advisors each year to see how much they can contribute to their 401k plans for the current & upcoming tax years.

While some may regard retirement as a key moment in their financial journey, it's not an event but a process, says veteran financial advisor Clay Gillespie in a new book

«In much the same way investment advisors and the investment industry preach dollar - cost - averaging and investing small increments of money over a long period of time, as opposed to one lump sum of money all at once, I think that just goes to justify the benefit of taking the payments over the long run,» says Heath, «Especially if one didn't have a lot of financial aptitude.»

Dave Grant CFP ® of Retirement Matters said he has a friend who considered hiring him as a financial planner, but chose to go with a robo advisor instead.

Jason Heath, a fee - only financial planner with Objective Financial Partners, says robo - advisors are a great choice for young investors who only require portfolio management for a specific savings goal and don't need to get into the more personal aspects of wealth management such as taxes and retirement or estate financial planner with Objective Financial Partners, says robo - advisors are a great choice for young investors who only require portfolio management for a specific savings goal and don't need to get into the more personal aspects of wealth management such as taxes and retirement or estate Financial Partners, says robo - advisors are a great choice for young investors who only require portfolio management for a specific savings goal and don't need to get into the more personal aspects of wealth management such as taxes and retirement or estate planning.

Our financial advisor says that we do not need a trust because we have named both of our grown children as beneficiaries on all of our accounts and on the deed to our house.

As I always say, please discuss with your financial advisor before invest your hard earn money.

I say that as a financial advisor who has been selling mutual funds in Canada for 20 years.

Said lawyer and financial advisor also mentioned that total fees payable would be minuscule as compared to inheritance taxes.

Financial advisors say one of the biggest mistakes cottage owners make is assuming that somebody else in the family actually loves the place as much as they do.

«Often you'll have two kids, and one will be financially successful and one will be not as financially successful,» said Greg Rasmussen, an investment advisor at Manulife Financial in Muskoka, Ont., a popular cottage region.

You will notice that even major nonprofits are extremely careful to say that PART OF your gift MAY be deductable AS PERMITTED BY LAW, and may or may not go the extra step of suggesting people check with their financial advisors.

(As we said in the book review, few of Vettese's enhancements will be embraced by the average financial advisor).

«If a person or family does not have an understanding or does not have time to take care of their finances, seek professional help from a financial advisor, preferably a credentialed financial advisor such as a CFP,» said Scott Smith, a certified financial planner, principal and senior advisor at Olympia Ridge Personal Financial Advisors in Rochester Hillfinancial advisor, preferably a credentialed financial advisor such as a CFP,» said Scott Smith, a certified financial planner, principal and senior advisor at Olympia Ridge Personal Financial Advisors in Rochester Hillfinancial advisor such as a CFP,» said Scott Smith, a certified financial planner, principal and senior advisor at Olympia Ridge Personal Financial Advisors in Rochester Hillfinancial planner, principal and senior advisor at Olympia Ridge Personal Financial Advisors in Rochester HillFinancial Advisors in Rochester Hills, Mich..

Those that are critical of life insurance, typically financial advisors who are pushing 401ks or mutual funds, will be quick to say that a 7702 plan isn't really a «plan» in the same sense as a 401k is a plan.

Steve Cole, Banking & Finance Partner at Blake Morgan, said: «We are pleased to have played a key role in this transaction, which further enhances our reputation as leading legal advisors on corporate and financial transactions in the region.»

Additionally, less the a quarter of those surveyed said their advisors have ever suggested life insurance as a financial plan.

Talk to any financial advisor and they'll say the most important thing at any point in your financial life is to pay off your debts and do so as soon as possible.

«With EstateWise ® Platinum, agents, banks and financial advisors can offer a dynamic life insurance product that doubles as an estate planning tool,» said Craig Simms, Senior Vice President and Chief Marketing Officer at Vantis Life.

Those that are critical of life insurance, typically financial advisors who are pushing 401ks or mutual funds, will be quick to say that a 7702 plan isn't really a «plan» in the same sense as a 401k is a plan.

Raghav says that because of U.S. Government regulations, financial advisors are limited as to how they can describe themselves on their personal websites.

These will automatically come to the notice of the policyholder as also the IT Department then», says Suresh Sadagopan, CEO of Ladder 7 Financial Advisors.

«We are pleased to welcome KPMG, one of the top 4 global accountancy firms, as our advisors, working with us on our company and financial structure,» said Irfon Watkins, Founder and CEO of DOVU.

That being said, most trusted advisors get to those positions of trust with their clients precisely because they have successfully guided said clients throught the morass of legal / ethical / moral / financial minefields repeatedly over time... these clients don't really care any more about the nuts and bolts of the transactions, just so long as things go their ways.

«A lot of European businesses were family - owned or controlled, and the feeling was if the business went bust, you at least had the real estate,» says Mike McNamara, a partner with Ernst & Young Real Estate Group in London, who has served as a corporate financial advisor on several European transactions.

Cody Tremper, a managing director with Greystone Real Estate Advisors Inc., a financial services and private investment firm, says there's so much demand for memory care assets that developers may end up causing over-supply in markets such as Chicago, Dallas and Miami.

«As we age, usually our medical or long - term care expenses increase, sometimes depleting our assets to a level of crisis,» says financial advisor Jake Lowrey, president of Lowrey Financifinancial advisor Jake Lowrey, president of Lowrey FinancialFinancial Group.

RCAP said its independent broker / dealers currently operating within the Cetera Financial network will not be involved in the bankruptcy filing; therefore, the company believes firms such as First Allied, Summit Brokerage Services and VSR Financial, as well as the advisors and vendors involved will remain largely unaffected by the proceedings.