Sentences with phrase «when writing a financial plan»

When writing your financial plan, remember to write it in pencil and not in ink.

When writing a financial plan, it's tempting to see how much money you can set aside for weekend trips, eating out, or other entertainment choices.

Not exact matches

At completion, entrepreneurs should feel confident that they can write a business plan, make realistic financial projections and keep their books when they get going.

[42:14] Tony explains the questions to ask an advisor, to ensure they're truly on your side [42:28] 60 % of people surveyed today say they believe their financial advisor is putting the company interests above their own — it's actually worse than they believe [42:45] Why Tony has chosen to support Peter and his firm, Creative Planning [43:33] How you can get a second opinion from Peter's firm, Creative Planning, through their website (www.GetASecondOpinion.com)-- it doesn't matter how much or little you have, they'll give you feedback [44:00] Tony's biggest challenge when writing his first book, and how it brought him to Peter Mallouk [44:30] Peter explains the process Creative Planning went through to open their services to people at the $ 100,000 level, and how offering this extensive range of services to people at this level is unprecedented

Roper: I guess you could say CFA got involved in the fiduciary issue with the first study I wrote for the organization in 1986 on abuses in the financial planning industry, though I'm not sure what the word «fiduciary» meant when I started that research.

As I write in a piece for RealClearEducation, «When advocates for traditional defined - benefit pensions say things like, «pension plans would be in better financial shape if states made their required contributions,» that's true, but only half the story.

«When we look at the top 10 percentile of overall performers in our Modern Wealth Index, there's a consistent theme that they're diligent planners — three in four say they have a written financial plan,» said Terri Kallsen, executive vice president and head of Schwab Investor Services, in a press release announcing the results of the index for this year.

Syndicated financial columnist Humberto Cruz recently noted that when he told some fellow vacationers in Orlando that he wrote about financial planning, they all asked him if he gave stock tips.

I think most Personal Finance bloggers are guilty of this when all we want to talk / write about is the relatively complicated aspect of financial planning — investing, insurance and the likes.

Carnival of Financial Planning — August 23 BUDGETING AND ECONOMICS Laurie @ Frugal Rules writes How to Budget When You're Broke — When you're short on income, or dealing with debt, it can be difficult to live with a budget.

When looking to replace a life insurance plan, Tom Sobolewski of the Financial Planning Association writes on Nasdaq's website that careful analysis is needed.