Sentences with phrase «accumulating assets for»

In fact, when asked about the intended uses for indexed annuities in another recent LIMRA survey, respondents» top three responses involved retirement planning, including supplementing Social Security or pension income, accumulating assets for retirement, and receiving guaranteed lifetime income.

Whether you are accumulating assets for retirement or other goals, relying on your investment portfolio for living expenses, planning for your children's future, or simply want to gain comfort that your investments and financial planning are in order, a sound financial planning process will optimize the likelihood you will meet your goals.

Clients may need help with understanding the distribution issues they will face in retirement, and how these differ from accumulating assets for retirement.

A fixed annuity is a contract with an insurance company that allows you to accumulate assets for the future.

I keep that in mind when meeting with clients, whether it's to help clients accumulate assets for retirement, maintain financial independence throughout retirement, or transfer a legacy the most tax efficient way to heirs.

«Tax practitioners and private business owners have been very concerned that the implementation of this flawed policy would dramatically impact CCPCs» (and their shareholders) ability to accumulate assets for a variety of reasons.

It's a variable annuity that can help you accumulate assets for retirement.

As you can see from the numbers above, Louisiana residents have challenges to face, besides trying to get your life in order and accumulate assets for your family.

Estate planning is the process through which a person purposely accumulates assets for future use and conserves these assets for their loved ones.

Not exact matches

So I really don't have any other motivation for personally accumulating assets, except to be able to make the biggest contribution I can to making life multiplanetary.

With most people now working until age 65 or later, they should continue contributing to their 401 (k) and leave the assets to accumulate for retirement.

Your company probably ties up all your assets and attention right now, but it also represents all your prospects for one day accumulating substantial wealth.

In the end, it's all the same game: Accumulating good assets that are structured intelligently and throw off fresh funds for you to spend, reinvest, save, gift, or donate, empowering you to arrange your day doing what it is you enjoy, and spending time with the people you love, rather than selling more hours of your life.

Another disturbing feature of the current picture is the widespread use of «extraordinary» items to charge off bad investments, excessive inventory, worthless receivables and other assets that were supposedly being accumulated for the benefit of shareholders.

However, in comparison to households that only hold owner - occupier debt, there is evidence that investors tend to accumulate higher savings in the form of other assets (such as paying ahead of schedule on a loan for their own home, as well as accumulating equities, bank accounts and other financial instruments).

But as LPs have softened their commitments, becoming increasingly discriminating about which firms they trust, winning has become less about accumulating the most assets and more about demonstrating a differentiated and repeatable model for success.

IVV had net redemptions of $ 6.6 billion — a rare occurrence for a fund that's steadily accumulated assets and that became the world's second - largest ETF last year.

As Nobel economist (and one of my dissertation advisors at Stanford) Joe Stiglitz noted on Friday, a good part of the reason for rising oil prices is because the producers are already awash in U.S. assets, and to supply significantly more oil will just force them to accumulate more low - return assets.

But now, after blowing through more than $ 70 - million in investor capital and accumulating $ 72 - million in losses, while failing to reach $ 30 - million in annual revenues, Shop.ca is in bankruptcy court, trying to sell its assets for a fraction of what the company raised.

The demographic sweet spot for rising equity valuations is as people begin to accumulate assets, begin to save and invest for their future.

Despite the lower incomes, they've accumulated four times more in savings than that of the average Canadian woman and have built up an average asset base that's similar to men ($ 145,000 in savings versus $ 152,900 for SMART men).

Your best bet would be to accumulate so many assets that you are left with plenty of room for error.

Personal Capital is better for investors who have accumulated, or are on their way to have accumulating lots of assets.

Beyond saving more and adjusting your asset mix, postponing retirement is generally an effective step for many preretirees to accumulate more wealth.

However, in order to both keep the model as simple as possible and give predictions that are in reality a best - case scenario, our model simply assumes that each household's income grows at a steady, fixed rate each year, that retirement savings grow and accumulate returns at a steady pace, etc. (For more detail on the values used in the model for growth in home values, retirement assets, etc., see the Methodology Appendix beloFor more detail on the values used in the model for growth in home values, retirement assets, etc., see the Methodology Appendix belofor growth in home values, retirement assets, etc., see the Methodology Appendix below).

Hinkie has set a clear path of bottoming out the team's chances, accumulating young, cheap assets and building for the future.

No part of the assets or net earnings of said corporation, current or accumulated, shall inure to the benefit of or be distributable as dividends or otherwise to the directors, officers, or employees of said corporation or to other private persons, except that said corporation is authorized and empowered to pay reasonable compensation for services actually rendered and to make payments and distributions to further its charitable, scientific, literary, and educational purposes.

Interest on debt, which is a much smaller amount than the other two categories, is the interest the government pays on its accumulated debt, minus interest income received by the government for assets it owns.

One of its strongest assets is its cast, with superior actors in the leading roles: Cumberbatch as Steven Strange, the brilliant and arrogant New York surgeon whose reason for existence is cut short by a horrific car crash... Tilda Swinton as a mystic known as the Ancient One who is willing to lead him to enlightenment in Kathmandu if only he will subjugate his inflated ego... Chiwetel Ejiofor as her faithful follower and right hand man... Benedict Wong as the guardian of the library where the accumulated secrets of their sect are stored... and Mads Mikkelsen as the brilliant student gone rogue who may soon destroy the earth, one major city at a time.

One is that savings ought not to reduce eligibility for college aid, at least not for professional and working - class families with accumulated assets of less than $ 1 million (the very wealthy may be another matter).

It's critical for couples to get professional assistance with their finances when entering a blended family relationship, such as remarrying with children from a previous relationship, or if partners have accumulated significant assets before uniting.

Ensure your accumulated assets are sufficient to provide for your dependents in the event of your death.

My philosophy is to accumulate surplus capital, acquire a high - quality cash generating asset, and then focus on acquiring new capital for new cash - generating assets while you start to receive the rewards from previous decisions that you have made.

For baby boomers who are nearing retirement, saving more and adjusting their asset mix has less impact for the simple reason that they have less time for those changes to impact accumulated wealth — though it may still heFor baby boomers who are nearing retirement, saving more and adjusting their asset mix has less impact for the simple reason that they have less time for those changes to impact accumulated wealth — though it may still hefor the simple reason that they have less time for those changes to impact accumulated wealth — though it may still hefor those changes to impact accumulated wealth — though it may still help.

At Hylland Capital - our investment management services manages investments for clients with diversified portfolios that fit their needs, whether it be accumulating assets or setting up an income stream.

China, for example, pegs the yuan to the U.S. dollar, and accumulates large volumes of dollar denominated securities as reserve assets.

Rather unfortunate for those of us accumulating assets.

Except for mutual funds in the over $ 1 billion asset size class, it does not seem usual practice for individual mutual funds to accumulate greater than 5 % positions in the equities of individual issuers.

And besides, if you really want to get into a rat race and achieve your financial freedom, you don't want to be spending money instead you want to accumulate your savings to invest in assets that generate cash flow for you.

It is designed to help accumulate assets to provide income for retirement.

How you manage that reallocation depends on the asset you've accumulated for retirement.

They can enable assets you set aside for retirement or education funding to accumulate without immediate taxation.

I currently save over 50 % of my income and hope to increase this savings rate up to 70 % to finally accumulate enough assets to passively pay for all my expenses.

If you've accumulated a large estate, life insurance can help foot the estate - tax bill from Uncle Sam, preserving assets for your heirs.

Management was unhappy about at having to liquidate carefully accumulated assets at fire sale prices, lenders were getting near the end of their tolerance for further cure period extensions, and erstwhile bondholders were wondering what the heck they were doing holding a penny stock.

(A prominent exception is Toronto - based NestWealth.com, which doesn't levy asset - based fees but instead charges a monthly subscription fee: making it a good deal for wealthy boomers with significant financial assets already accumulated.)

And that's really been my focus, in terms of retirement income planning really be in a unique field that's different from traditional wealth management, or the approaches used for accumulating assets.

Commencement Financial Planning LLC is registered with the Washington State Department of Institutions as a Registered Investment Advisor providing fee - only investment portfolio advice, wealth management, and comprehensive financial planning services to individuals and families planning for or in retirement as well as those managing assets accumulated through earnings, inheritance, or financial settlement.

There are four basic steps you can take to ensure a secure financial future: Determine how much money you may need for retirement or other goals, plan how to accumulate money and other assets to help meet your needs, act to implement your plan and save the money you and your family may need, and reassess your financial needs and the progress of your plan every year.

This segment is known as HENRY, an acronym for «high earners, not rich yet,»; it refers to people who generally make a lot of money but don't have millions in extra cash or other assets accumulated — yet.