Sentences with phrase «by financial planners»

Academic risk models typically used by financial planners typically don't do path - dependent analyses.

Terms plans are considered to be the best form of insurance by financial planners because this type of insurance provides high cover at a low price.

They are often recommended by financial planners and investment advisors due to their stability and superior returns over the long term.

Terms plans are considered to be the best form of insurance by financial planners because this type of insurance provides high cover at a low price.

Term insurance is considered the best and most suitable plan by the financial planners because it provides higher cover at lower premiums.

A positive step took place in the financial industry to help improve the value of advice given by financial planners and advisors.

You see these schemes all the time — promoted by financial planners, savings institutions, and yes, lenders.

There are several rules of thumb used by financial planners.

It is recommended by financial planners and business experts to make sure that cash will be available if a buy - sell situation occurs.

Based on research by financial planner Michael Kitces and American College professor of retirement income Wade Pfau, the idea is that instead of reducing your stock exposure during retirement you increase it, starting, say, with 30 % in stocks and gradually boosting your stock percentage until it reaches maybe 60 %.

What we now call the 4 % rule comes out of research done in the early 1990s by financial planner William Bengen.

Written by the financial planners at Palisades Hudson, Looking Ahead covers an array of topics, from the technical nuance of insurance planning to complex relationships with adult children.

Typically used by financial planners for reporting convenience.

'' [T] he [mistake] that's the most painful, that shaped me as a person, it's getting in credit card debt in college,» Bach explained on the debut episode of «Better Off,» a podcast hosted by financial planner and business analyst Jill Schlesinger.

ANZ's decision to get out of the wealth business was driven by wide - spread breaches by its financial planners that the bank had identified a...

Financial planning fees at AMP more than doubled after laws were introduced to ban unreasonable fees charged by financial planners and prote...

In the past, it was believed by financial planners that HECM was too expensive, and many of them still believe that it is.

Note first that 5 % is close to the 4 % safe withdrawal rule made famous by financial planner William Bengen.

Others, such as Geoff Davey, co-founder and director of FinaMetrica, an Australian firm that creates a risk tolerance questionnaire that's used by financial planners here and abroad, say our sensitivity to risk is generally stable, much like a personality trait.

Geared as it is toward financial advisers and other investment pros, this blog by financial planner Michael Kitces may be a little «inside baseball» even for nonprofessionals who regularly follow the financial news.

However, I was advised by my financial planner that it would be wise to move to a Family RESP plan, shift all $ 300 / mth to my eldest to maximize his contributions, and when he goes to school, pull out $ 10k / year of the capital and immediately re-invest $ 5k / year for my other two children until they are maximized.

>> REBALANCING RULES Turns out rebalancing works as well as more complicated «bucket» and «decision rules» strategies when drawing money from a portfolio during retirement, according to a recent article by financial planner and Nerds Eye View blogger Michael Kitces.

Before you contribute to a Roth IRA, Roth 401 (k) or convert a traditional account to a Roth, read my Wall Street Journal story and this piece by financial planner Michael Kitces.

To make your retirement portfolio last, follow this strategy devised by financial planner Frank Armstrong.

It's called The «Risks» of Deviations from Buy - and - Hold Are Felt by Financial Planners, Not Investors.

Some of the rationale you can find in a YouTube interview conducted by financial planner Rona Birenbaum.

The CPA says 45 % of us are saving only 5 % or less of our paycheques, which is half of the standing recommendation by financial planners to put away at least 10 % of net (after - tax) pay into retirement savings.

Taking assets out of a portfolio to buy a product that has a pre-defined return has important portfolio implications that should be considered by financial planners when constructing a retirement income strategy with the remaining wealth.

«Coffee and Conversation» Meet Arlington Neighborhood Village members and volunteers and listen to a talk by financial planner Jerry Cannizzaro.

I have a hunch that whoever first put this saying on paper didn't intend for it to be adopted by financial planners and investment gurus.

This service is not provided by financial planners or counsellors and does not give financial advice.

Legal Stuff Matters: Review of The Divorce Dance by Financial Planner Stan Corey: A Fascinating Book About Divorce Financial Settlements

There are large professional literatures on retirement income, in particular on withdrawal rules of thumb by financial planners and on life income annuities by economists.

So, I admit, when I learned that The One - Page Financial Plan was written by financial planner, Carl Richards, I was a bit apprehensive about reading it.

She's often joined by a financial planner.

Generally used by financial planners for convenience.

Siddharth was sold a term plan by his financial planner.

The 4 percent rule is a rule of thumb widely used by financial planners to address this question.

The savings / investment type, like the Florida 529 Savings Plan, is the one often referred to by financial planners and the media as a «529 plan.»

If Chateshwar adheres to the financial plan drawn up by his financial planner and sets aside money religiously in the term plan and endowment plan and / or ULIP, there is every reason to believe that he will achieve his long - term financial goals.