Sentences with phrase «many other financial advisors»

Many other financial advisors recommend similar approaches to emergency funds, such as investing in bond funds or using a Roth IRA, which allows you to withdraw contributions without tax penalties.

Accordingly, before making any final decisions or implementing any financial strategy, we recommend that you obtain additional information and advice of your accountant and other financial advisors who are fully aware of your individual circumstances.

Rather than treating a budget like a diet — something restrictive you follow for a set period of time — Klontz and other financial advisors recommend looking at how to integrate good habits into your lifestyle.

Is there a difference between Certified Financial Planners ™ (CFP ®) and other financial advisors?

Many other financial advisors will retire before you expire.

However, it is helpful to consult with a professional mortgage analyst or other financial advisor who will be able to give the latest advice according to the rules and regulations that go along with the Home Buyer's Plan.

Read our latest research and blog posts, and see what other financial advisors are talking about.

I am delighted to get responses from other financial advisors and from sophisticated investors with alternative viewpoints.

The SEC and other financial advisors warn that day trading, while neither illegal nor unethical, is not only very risky but also very stressful and expensive.

Contact their attorneys, accountants, investment advisors, bankers, business associates or any other financial advisors.

Gather the information you need from creditors, credit counselors and other financial advisors.

Stockbrokers and other financial advisors usually attack whole life by saying something like «if someone desires life insurance protection for life...» But who would not want life insurance protection for life?

Unlike most other financial advisors, the only compensation Commencement Financial Planning LLC receives is what clients pay directly.

tif - Graphic showing financial planning clients the role the financial planner has with other financial advisors

I sought out the services of Dan Bortolotti at PWL after being frustrated with several other financial advisors over the years, since 1997, all of whom never truly had my interests at heart.

Which is, hey I get five referrals from this advisor, five from this one, five from this one, and I obviously can't send this financial advisor over to this other financial advisor.

The structure of personal injury settlements and what to do with them after closing is a complicated topic and one which our firm tackles on a case by case basis with the assistance of accountants and other financial advisors.

Fee - only insurance advisors work with your other financial advisors, including your agent, to help you make decisions that are right for you.

Stockbrokers and other financial advisors usually attack whole life by saying something like «if someone desires life insurance protection for life...» But who would not want life insurance protection for life?

We will work cooperatively with your attorney and your other financial advisors.

A neutral accountant or other financial advisor may be brought on board when there are homes, businesses, mutual funds, or other assets that need to be divided.

We don't take the place of your attorney, CPA or other financial advisors; we complement their services by using our specific expertise in the area of divorce and finances to help you gain control, save time, understand your options, and ultimately make decisions that are in your best short - and long - term interest.

Not exact matches

Seek out a financial advisor or talk to a trusted friend about tips for saving for retirement or other questions you may have.

If you have other children, you need to think about how your decision to help one child will affect the rest of the family, said Mitchell Kraus, financial advisor and owner at Capital Intelligence Associates in Santa Monica, California.

In his second book, Your Retirement Income Blueprint, author and financial advisor Daryl Diamond challenges this and other misconceptions about retirement income planning.

Ultimately, what matters is whether your financial behaviors could stand some improvement — and it's never too late to seek out a financial literacy class, talk with an advisor or counselor, or track down other resources.

Financial advisors say some clients simply struggle to say no, and others face pressure from the organization itself.

Find a good attorney, financial or other trusted advisor who can help you develop a sensible, documented succession plan.

Find a financial advisor or banker who can serve as a mentor, someone committed to helping you succeed, offering access to capital and other business owners.

Garrett and other fiduciary financial advisors see the recently issued fiduciary rule passed by the Department of Labor as a major step in the right direction of controlling the costs of advice to investors.

When interviewing potential advisors, the Financial Industry Regulatory Authority and other industry sources recommend that investors ask them to describe their «investment philosophy.»

Adolfo Rodriguez, managing partner of the A / R Financial Group, has been focusing more and more on Social Security maximization over the past six years, conducting seminars for the public and for other advisors, as a service to their own clients.

The alert noted that in a recent SEC Office of Compliance Inspections and Examinations study of 75 financial firms, 5 percent of broker - dealers and 26 percent of advisors and investment funds did not conduct periodic risk assessments of critical systems to uncover vulnerabilities, potential business consequences and other cybersecurity threats.

But not all financial professionals are the same, and Gen X should know whether they're dealing with wirehouse representatives, brokers, registered investment advisors or other financial professionals.

Wealthfront is setting itself apart from other financial services firms and robo - advisors by stressing the intelligence of its own proprietary algorithms to select low - cost exchange - traded funds.

In the meantime, Anderson Financial Strategies» Anderson and other advisors who still value active management caution investors that trying to pick successful actively managed funds on their own is a big job.

Ideally, you'll pre-identify your inner circle (perhaps with your attorney, banker, accountant, bookkeeper, financial advisor) and then be able to choose which, if any, of the other inputs are useful to you.

Robert R. Johnson, president and CEO of The American College of Financial Services, which trains financial advisors, said that «using leverage to invest either in the stock market or other marketable securities is a speculative plaFinancial Services, which trains financial advisors, said that «using leverage to invest either in the stock market or other marketable securities is a speculative plafinancial advisors, said that «using leverage to invest either in the stock market or other marketable securities is a speculative play.»

Business owners tend to appreciate the expertise that other professionals bring to the game — and according to a Vanguard Advisor Alpha study, having a professional financial advisor can add a 3 percent - to - 4 percent net value to a portfolio over time.

The web of other perpetrators spreads from family and may include friends and neighbors, caregivers and aides, attorneys and financial advisors and, finally, strangers and professional scam artists.

In other jurisdictions, common law negligence applies, so advisors in other states may still be required to report suspicious financial activity they witness among their older clients.

These highly prized information networks are typically used by Wall Street traders and financial advisors to track stocks and other investment vehicles and to monitor world economic and financial news.

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To obtain a summary prospectus and / or prospectus, which contains this and other information, talk to your financial advisor, call us at (800) DIAL BEN / 342 -5236 or visit franklintempleton.com.

Some of the top financial advisor firms are available to help you manage these and any other costs.

But the larger, long - term trend is robo - advisors and other fintech companies teaming up with outside financial planners and conventional advisory firms in just about every segment of the investment advice business.

To obtain a summary prospectus and / or prospectus, which contains this and other information, talk to your financial advisor, call us at (800) DIAL BEN / [phone], or visit franklintempleton.com for mutual funds or libertyshares.com for ETFs.

Prior to making any investment or financial decisions, an investor should seek individualized advice from a personal financial, legal, tax and other professional advisors that take into account all of the particular facts and circumstances of an investor's own situation.

At a more complex but profound level, robo - advisors and other fintech companies are providing much of the technology to help major financial institutions transform their conventional advice businesses.

These statements may involve a number of risks, uncertainties and other factors that could cause actual results to differ materially, including the performance of financial markets, the investment performance of NexPoint Advisors, L.P.'s or Highland Capital Management L.P.'s sponsored investment products, general economic conditions, future acquisitions, competitive conditions and government regulations, including changes in tax laws.