Sentences with phrase «as a financial planner over»

If I've learned anything in my work as a financial planner over the past eight years, it's that if something is too hard to implement in our financial lives, chances are we just won't do it.

Not exact matches

Dan founded New Heights Financial Planning, where he works as a financial planner with clients all over theFinancial Planning, where he works as a financial planner with clients all over thefinancial planner with clients all over the country.

«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.

Financial planners and Wall Street have joined together over the years to promote rules of thumb and products such as target date funds that have produced mediocre...

Sandra has lived on Beacon Hill for over a decade, has an adorable son, and, as a certified financial planner, is professionally passionate about helping women find their financial confidence (AWESOME).

I have worked as a CPA and Certified Financial Planner for over twenty years.

For example, financial planner and Texas Tech associate professor John Salter demonstrated how different claiming strategies, such as filing and suspending and filing a restricted application, that can significantly boost the amount of inflation - adjusted Social Security payments over a lifetime and how a reverse mortgage might be used as a back - up line of credit that can be drawn on during prolonged market downturns to reduce the chance of running out of money.

As a financial planner who specializes in working with doctors and their families, I've realized over time that many doctors do have high credit scores.

She's worked as a financial advisor and planner for over a decade.

Brett Wilder «is a Certified Financial Planner ® with over forty years of professional experience as a personal and business financialFinancial Planner ® with over forty years of professional experience as a personal and business financialfinancial adviser.

Financial planners and Wall Street have joined together over the years to promote rules of thumb and products such as target date funds that have produced mediocre...

She is an objective fee - only financial planner and asset manager that has spent over twenty - five years working in the finance, including twelve years as the President of her own financial services company.

This insight came to me over the last three years as I completed hundreds of hours of study to become, first, a licensed investment advisor and, then, to earn the Certified Financial Planner and Chartered Investment Manager designations.

Join over 200 world - renowned art and cultural influencers from more than 20 countries, including museum directors, gallerists, curators, auction houses, collectors, entrepreneurs, investors, financial institutions, lawyers, artists, architects, designers, urban planners, government officials and tourism organizations, as well as corporate and civic leaders at Art for Tomorrow.

If life insurance will be a part of your long term financial and retirement planning, consider the fact that financial advisers, planners, and experts have reported that, on average and over the long term, whole and term life insurance rates are comparable once you add in the fact that whole life has a cash value feature that acts as an investment.

I have taken continuing education courses over these last 5 years to maintain my certified public accountant (CPA) and certified financial planner (CFP) designations as well as to stay up - to - date on changes in the industry.

Acting as a planner allows me the opportunity to explain the implications of a financial settlement, then over time implement and monitor strategies to help achieve the financial goals that are most important to my client.

We have over 200 families, law firms, mediators, CDFAs, financial planners, as our clients; and I am the VP of marketing for Divorce Marketing Group.