Sentences with phrase «advice on financial needs»

If you want your wealth managers easily kept in the loop regarding your expenditures, and want advice on financial needs, the UBS Visa Infinite is the obvious winner.

Not exact matches

«We need to raise the bar on the quality of the education and the core standards of competency to give Social Security advice,» said Meyer, who has two main pieces of advice to financial advisors.

If you need advice on saving money, paying off debt or investing, Orman offers simple strategies to help you build a solid financial foundation.

Advice is in the retirement investor's best interest when the advice is rendered «with the care, skill, prudence, and diligence under the circumstances then prevailing that a prudent person acting in a like capacity and familiar with such matters would use in the conduct of an enterprise of a like character and with like aims, based on the investment objectives, risk tolerance, financial circumstances, and needs of the Retirement Investor, without regard to the financial or other interests of the Adviser, Financial Institution, or any Affiliate, Related Entity, or other party.&Advice is in the retirement investor's best interest when the advice is rendered «with the care, skill, prudence, and diligence under the circumstances then prevailing that a prudent person acting in a like capacity and familiar with such matters would use in the conduct of an enterprise of a like character and with like aims, based on the investment objectives, risk tolerance, financial circumstances, and needs of the Retirement Investor, without regard to the financial or other interests of the Adviser, Financial Institution, or any Affiliate, Related Entity, or other party.&advice is rendered «with the care, skill, prudence, and diligence under the circumstances then prevailing that a prudent person acting in a like capacity and familiar with such matters would use in the conduct of an enterprise of a like character and with like aims, based on the investment objectives, risk tolerance, financial circumstances, and needs of the Retirement Investor, without regard to the financial or other interests of the Adviser, Financial Institution, or any Affiliate, Related Entity, or other partfinancial circumstances, and needs of the Retirement Investor, without regard to the financial or other interests of the Adviser, Financial Institution, or any Affiliate, Related Entity, or other partfinancial or other interests of the Adviser, Financial Institution, or any Affiliate, Related Entity, or other partFinancial Institution, or any Affiliate, Related Entity, or other party.»

Our team consists of J.D.s, LL.M.s, CPAs, Ph.D. s, MBAs, CFP ® s and CLUs, who together, deliver customized advice and strategies based on each client's specific financial needs.

The advent of binary option robot, which primarily advise traders on the best decisions that have more financial gains directly from their smartphone without the need of a human - assisted interface show that people in the local financial markets can now assess and access automated investment advice.

They place greater value on the level of interest the advisor takes in providing them with appropriate advice — value is driven by the advisor taking the time to understand their needs and goals (45 % of women versus 36 % of men), being responsive to their questions (42 % versus 37 % of men) and being able to explain financial matters in an understandable way (44 % versus 33 % of men).

As a member of the Garrett Planning Network, Legacy Planning Advisors, LLC offers Fee - Only financial advice and planning on an hourly as - needed basis.

Because of this, before acting on any of the information provided, you should always consider its appropriateness in light of your personal objectives, financial circumstances and needs and should consider seeking independent advice from a financial advisor if necessary before making any decisions.

Diligent research that can be conducted on many financial web sites and quality advice from an experienced financial advisor will help an investor find the best closed end funds for their needs.

We need as a matter of agency a new coach, a coach who is new to everybody including the board and the owner and who knows that failure to deliver wld cost him his job, a manager who motivates players on the touchline when playing as opposed to one seating waiting for manna to drop from heaven, one who play players in their rightful positions and who does subs when required even if it's minute one... apparently the french economist does NOTmeet the above criteria and is no longer good enough to manage our club.i wld advice that he runs for the FIFA presidency where he can take «financial fair play» crusade!!!

If you're the parent of a child with special needs, we've drawn on Mumsnetters» advice to help you access support, both practical and financial, and we've got info about getting a diagnosis, common questions, special educational needs, statementing and more.

Responding to today's announcement by the FCA and HM Treasury on a consultation exploring what can be done to improve customers» access to financial advice, Hugh Savill, Director of Regulation at the ABI, said: «The new pension freedoms, which are designed to give people more options at retirement, have highlighted how important it is that financial services firms are able to offer consumers the support they need, in a way that suits their individual circumstances.

• Providing these students with financial - planning advice early on, including information on private need - and merit - based scholarships, private loans, and school loans, as well as creating paid opportunities like paid research and internships.

Summer was scared the event would be «dodgy», but is now happy to seek advice from veteran sugar babies on whether or not she needs to declare the money she is given for tax, and other financial questions.

The College Success Arizona team has a high level of experience in financial aid issues of all kinds, and we offer both high - level advice on meeting students» financial needs (including advice on Pell grants and student loans, for example) as well as specific tactical assistance on filling out financial aid forms.

«If you are doing that — putting insurance payments, food payments, your utility payments on a credit card and not being able to pay them off at the end of the month — then you need to seek financial advice to get your budget in order,» Castanon says.

Consult your financial advisor if you need professional advice on interest rates and investments that keep up with inflation.

But as anyone who reads MoneySense also knows, unless you're a highly sophisticated investor with both the time and inclination to invest on your account, most of us need good financial advice.

While the amount of credit cards you maintain depends on your own personal choices, needs, and financial situation, it can be good advice to keep just what you need.

Orange, CA About Blog KIS Financial Planning, LLC is a boutique fee - only financial planning practice that provides financial advice and investment management services.We focuses on creating effective solutions to meet the various financial and investment needs of ourFinancial Planning, LLC is a boutique fee - only financial planning practice that provides financial advice and investment management services.We focuses on creating effective solutions to meet the various financial and investment needs of ourfinancial planning practice that provides financial advice and investment management services.We focuses on creating effective solutions to meet the various financial and investment needs of ourfinancial advice and investment management services.We focuses on creating effective solutions to meet the various financial and investment needs of ourfinancial and investment needs of our clients.

They will help you assess your insurance, investment, estate planning and financial planning needs in an easy, concise way so you are well informed on your own financial situation before you seek out professional advice.

After so many months of trying to get a loan on the internet and was scammed the sum of $ 5,200 i became so desperate in getting a loan from a legit loan lender online who will not add to my pains, then i decided to contact a friend of mine who recently got a loan online from a legitable loan lender, she told me about a man called Williams Hawkins who is the MD of ECO financial company, So i applied for a loan sum of (320,000.00 USD) with low interest rate of 2 %, so the loan was approved easily without stress and all the preparations where made concerning the loan transfer and within a week, the loan was deposited into my bank so i want to advice any one in need of a loan to quickly contact him via: ([email protected]) he does not know am doing this i pray that God will bless him for the good thing he has done in my life.

The only advice you need to listen to is the advice appropriate to your place on your financial journey — and that advice has nothing to do with 2011.

As a result, it will harm millions of Americans who need the lifetime guaranteed income that these annuities offer, and it will impose significant financial burdens on thousands of small businesspersons who offer sound financial advice to working Americans.»

Whether you need to seek financial advice will depend on the complexity of your situation, your goals and whether you want a tailored financial plan.

Owner Steve Wolfe, CFP ® specializes in financial planning and investment advice customized to your needs on an hourly fee basis.

The information and any advice on this website has been prepared without taking account of your objectives, financial situation or needs.

There are lots of options available so seek financial advice on the best mix of investment products for your needs.

If you need further advice on takeovers, consider talking to your financial adviser, a stockbroker, accountant or lawyer.

Some people will not need a program, but rather need financial advice on how to pay off debt on their own.

We provide general advice only and accordingly you should consider how appropriate the advice (if any) is to your objectives, financial situation and needs before acting on the advice.

Great advice on the financial planner though, I had been thinking about that, but think now I'm going to try my hand at it myself, I don't need people taking even more money away from me!

Should you need credit repair advice, whether based on an error by a lender or other organization or based on your own past financial miscalculations, an industry expert can provide credit rating repair tips or services — give our office a call to learn more.

Automated portfolio managers have stepped in to fill the need for low cost investment and financial planning advice for newer and younger investors who might not have the wherewithal or desire to invest on the their own, but who don't want to deal with the typically high costs of a traditional investment advisor.

Seek financial advice from a licensed adviser if you need further information or guidance on how corporate bonds can be used to meet your investment needs.

Long - time readers know that I hate hate hate retirement advice that bases financial needs on income rather than expenses.

Our financial service representatives can provide advice on which is best for your particular circumstances, needs, and expectations.

We need more work done on how the financial realities of the investing advice industry corrupt the delivery of the advice that investors use to make decisions.

My goal is ultimately to help you find the financial freedom you need to lead the life you want, which is why I offer free resources on my website — including my real estate advice blog.

You should consider your own investment objectives, financial situation and particular needs before acting upon any information provided on this website or in email communications from Montgomery Investment Management and consider seeking advice from a licenced financial advisor if necessary.

• Most financial advisors dispensing investment advice for compensation need to register, depending on your state.

For detailed advice on how to accomplish these two key tasks, you can check out the recommendations and the tools in my recent column on the 2 Financial Resolutions You Really Need to Make for the New Year.

You should therefore, consider the appropriateness of the advice, in light of your own objectives, financial situation or needs, before acting on the advice.

If you need financial advice on how to produce a workable budget and pay down your debt, there are many nonprofit credit counseling organizations that can help.

There are lots of fee - only financial planners out there that will offer advice on 401 (k) s. You'll have to pay an hourly fee but it might be worth it if you think you need a second opinion.

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The individual colleges of the University of Cambridge can call, when needed, on an astonishing international network of alumni for expert advice, consultation and financial support.

The commission makes 100 recommendations featuring six overarching ones: the National Advice and Legal Support Fund mentioned before; prioritising public legal education in schools, alongside financial literacy, and in «education for life»; calling on government to clampdown down «preventable demand» by getting decisions right the first time including a «polluter pays» scheme for the DWP to pay costs on upheld appeals (on average 35 % of appeals against welfare benefits decisions are upheld); an overhaul of the courts to make them better suited for the needs of litigants in person; a national strategy for 2015 — 20, including a «minister for advice and legal support»; and for local authorities to commission local advice and legal support Advice and Legal Support Fund mentioned before; prioritising public legal education in schools, alongside financial literacy, and in «education for life»; calling on government to clampdown down «preventable demand» by getting decisions right the first time including a «polluter pays» scheme for the DWP to pay costs on upheld appeals (on average 35 % of appeals against welfare benefits decisions are upheld); an overhaul of the courts to make them better suited for the needs of litigants in person; a national strategy for 2015 — 20, including a «minister for advice and legal support»; and for local authorities to commission local advice and legal support advice and legal support»; and for local authorities to commission local advice and legal support advice and legal support plans.

on dealing with regulators (including the Financial Markets Authority, the Reserve Bank, NZX, the NZ Markets Disciplinary Tribunal, Takeovers Panel and Companies Office) on general interactions, policy submissions and threatened enforcement actions, including assisting with response strategy, legal analysis, compliance advice, exemptions, waivers, compromises and, if needed, litigation defence