Sentences with phrase «benefit of a financial advisor»

The main benefit of a financial advisor is that they won't just give you boilerplate advice; they'll know you at an individual level and offer a tailored plan of action.

Not exact matches

Marc Kiner, CPA, is co-creator of the National Social Security Advisors certification program, which provides financial professionals a foundational educational program in major Social Security topics, such as claiming strategies, coordination of spousal benefits and benefit calculations.

The potential tax benefits of these deals has led some financial advisors to pursue these investments on behalf of clients.

Financial advisors typically recommend setting aside three to six months» worth of living expenses, although some families may benefit from having even more saved.

While it's always recommended that families meet with a financial advisor to decide what level of life insurance protection would benefit them the most, a supplemental policy could act as a financial safety net, providing much needed normalcy during a very difficult time.

If there are cumulative quantity discount eligible shares that would qualify for combining with your current purchase and you do not tell your financial advisor or the Franklin Templeton Funds» transfer agent at the time of any purchase, you may not receive the benefit of a reduced sales charge that might otherwise be available since your financial advisor and the Fund generally will not have that information.

Is Real Estate a Good Investment — Tony's personal financial advisor, Ajay Gupta, talks about the benefits and disadvantages of owning your own home, and investing in real estate as a whole.

OIC was formed in 1992 to educate investors and their financial advisors about the benefits and risks of exchange - traded equity options.

«For many people, the investment component may be more important than any state tax savings,» says Nelligan, who recommends working with a financial advisor to weigh the tax benefits of staying in - state and shopping around for suitable alternatives.

Help is available: Many people would benefit from working with a financial advisor to develop a plan to save for retirement; however, that option isn't in the budget of many millennials.

«What Do Financial Advisors Do» details the research behind six incredible benefits of working with a financialFinancial Advisors Do» details the research behind six incredible benefits of working with a financialfinancial advisor.

There are a limited number of employer - sponsored defined benefit plans (pensions) available as it is, said Henry Ford, principal and senior advisor for LifeSteps Financial, a registered investment advisory firm.

You'll get the benefit of a senior financial advisor, a customized financial plan, ongoing portfolio management, and more — all for an annual cost of no more than 0.30 % of your assets under management.

If you're worried that you won't have enough income for the lifestyle you want in retirement, you might want to discuss with a financial advisor or insurance professional about the potential benefits of using annuities as part of your overall retirement plan.

Some of our clients: AXA / MONY, JANUS, The Hartford, Pacific Life, Captrust Financial Advisors, Sentry Insurance, Symetra, United Benefit Advisors.

U.S. Census Bureau data shows adults older than 50 are among the fastest growing segment of unmarried couples in the U.S. Financial advisors say concerns about debt, benefits, taxes and...

The only comprehensive retirement training organization in the financial services industry focused exclusively on educating professionals on the nuances of Social Security retirement planning, the organization creates and provides a training course on Social Security retirement benefits and claiming strategies and provides advisors with the opportunity, for those inclined to do so, to sit for a comprehensive exam that if completed successfully will provide them with the Certified in Social Security Claiming Strategies designation.

«We see an opportunity to educate investors who may be at a standstill about the benefits of perspective and direction from a financial advisor.

The rule is long — running over 1,000 pages — and complicated, but «doable» for financial advisors, says Marcia Wagner, managing director of the Wagner Law Group, a Boston law firm specializing in employee benefits and pension law.

Deseret Management Corporation Beneficial Financial Group Bonneville International Bonneville Communications Bonneville Interactive Services Bonneville Satellite 35 Radio Stations 1 Television Station (KSL) Deseret Book Excel Entertainment Deseret Morning News Hawaii Reserves Polynesian Cultural Center La'ie Shopping Center La'ie Park La'ie Cemetary Hukilau Beach Park La'ie Water Company La'ie Treatment Works (sewer) Mstar.net Temple Square Hospitality Weddings (JSMB and Lion House) The Inn at Temple Square Lion House Pantry The Roof Restaurant The Garden Restaurant Passages Restaurant Zions Securities Corporation Farm Management Corporation (commericial farms and agricultural properties) Deseret Land and Livestock 200,000 acres of land in Rich, Morgan and Weber counties (Utah) Sun Ranch (Martin's Cove) Deseret Ranches of Florida (Orlando)(largest ranch in Florida) Deseret Farms of California Rolling Hills (Idaho) West Hills Orchards (Elberta, Utah) Cactus Lane Ranch (Arizona) Corporation of the Presiding Bishop of the Church of Jesus Christ of Latter - day Saints (CPB) Corporation of the President of the Church of Jesus Christ of Latter - day Saints Deseret Trust Company LDS Family Services Property Reserves Inc. (PRI) Ensign Peak Advisors — Deseret Mutual Benefit Administrators (DMBA)

The issue over Muhammad's eligibility relates to improper financial benefits during his recruitment and ties to a pair of financial advisors.

Wealthfront, one of the largest and fastest - growing online financial advisors, offers a range of benefits and resources, including tax loss harvesting, automatic portfolio rebalancing and a single stock diversification program.

Any financial advisor or money manager is going to promote the benefits of assembling a budget to keep your spending in check each month.

«In much the same way investment advisors and the investment industry preach dollar - cost - averaging and investing small increments of money over a long period of time, as opposed to one lump sum of money all at once, I think that just goes to justify the benefit of taking the payments over the long run,» says Heath, «Especially if one didn't have a lot of financial aptitude.»

The key job of a retirement financial advisor is to help determine the best time to take key steps — such as making retirement saving account withdrawals, rebalancing investments or beginning to collect Social Security benefits — that will help you experience the retirement you envision.

If you create that plan and you're interested in their financial advisor services, you'll find that they offer a number of unique benefits.

On Monday, I asked readers to consider whether even index investors would benefit from the services of a financial advisor.

Because the benefits of having a financial advisor are different for everyone, it has always been hard to quantify the help a financial adviser can provide.

Guided Wealth Portfolios is our new online platform that gives you the convenience of automated investing with the benefits of a personal financial advisor.

His story, Now and Then, highlights the benefits of working with a financial advisor and having a long - term perspective on market returns.

Benefits: By paying the smaller balances first, you create a reward system that encourages you to keep going, says Melissa Brennan, manager of financial planning at Vogel Financial Advisors in Richardsofinancial planning at Vogel Financial Advisors in RichardsoFinancial Advisors in Richardson, Texas.

So if passive income is going to be an issue you may want to ask your tax expert or financial advisor about the benefits of an Individual Pension Plan (IPP) or cash value insurance.

One of the benefits of working with a fee - only financial advisor is being able to get quality financial advice regardless of how much you have to invest or how much income you have.

However, service businesses (including attorneys, accountants, doctors and financial advisors) are not entitled to the full benefit of the 20 % deduction if the business owner's taxable income exceeds certain threshold amounts.

A Capital One Advisors Managed Portfolio combines the benefits of efficient investing technology with the help of a financial advisor.

If you prefer to work with a financial advisor, the Scholars Choice College Savings Plan offers advisors and investors alike a variety of great benefits.

If you're worried that you won't have enough income for the lifestyle you want in retirement, you might want to discuss with a financial advisor or insurance professional about the potential benefits of using annuities as part of your overall retirement plan.

When you're ready to get serious about achieving your financial goals, most of us can benefit from the help of a professional financial advisor or retirement planning expert.

And, of course, your AXA Advisors IRA comes with the most valuable benefit of all — the services of a knowledgeable AXA Advisors Financial Professional.

This could also be an overlooked benefit of working with a financial advisor.

The benefit is that the client will save money on the broker's commission fee; however, unless the advisor knows many of the life settlement providers and can generate a competitive bidding process by themselves, the financial advisor risks not getting their client the best deal.

Please consult your financial, tax, and / or legal advisors to determine the benefits of making a gift.

Gifts of Stock: Consult your personal financial or tax advisor to see how a gift of securities can benefit you.

In response to First Solar's statement, SunPower confirmed that it will coordinate with First Solar on this review of the yieldco, with SunPower CEO and president Tom Werner stressing: «We will work with our financial advisors to evaluate all alternatives for our investment in 8point3, including a potential replacement partner for First Solar, as we believe 8point3 can continue to benefit from owning long - term, high quality renewable assets.»

In the process of developing policy and priorities, the commissions have the benefit of sophisticated input from listed issuers and financial institutions and their legal and other advisors.

PNB MetLife provides a wide range of protection and retirement products through its Agency sales of over 20,000 financial advisors and multiple bank partners, and provides access to Employee Benefit plans for over 800 corporate clients in India.

Financial advisors are always touting the benefits of a balanced portfolio, right?

If you're worried that you won't have enough income for the lifestyle you want in retirement, you might want to discuss with a financial advisor or insurance professional about the potential benefits of using annuities as part of your overall retirement plan.

When she called to get the loan and discussed the consequences with her financial advisor, she found out that she could borrow the money, but that the amount might reduce the amount of her death benefit.

It is best to discuss with your professional financial advisor, insurance agent / company, to understand how you too can leverage the living benefits of your life insurance in line with your specific needs and situations.