Sentences with phrase «called financial planner»

Does that mean that all brokers, sales reps and investment advisers can call themselves financial planners?

«Asking friends and family for a referral is also a good place to start, but remember, some people that call themselves financial planners are actually commissioned salespeople,» Holmes says.

Virtually anyone can call himself a financial planner.

People who call themselves financial planners or advisors should have a Certified Financial Planner credential.

There are a lot of strategies but all start with putting money aside each paycheck and even more importantly, start by calling a Financial Planner.

Others call themselves financial planners, but they may only be able to recommend that you invest in a narrow range of products, and sometimes products that aren't securities.

Many so - called financial planners are mutual fund salespeople in disguise and push products that make them and their companies money — at the expense of your long - term savings.

The most recognized designation in Canada is the CFP or certified financial planner, but there are lots of people who call themselves financial planners who have no designation at all.

In other provinces, anybody can call themselves a financial planner.

If the observation tower doesn't have you calling your financial planner to see how you can quickly drum up $ 29.5 million, it's worth noting that the gated space also includes a home gym, tennis court, pool, spa and wooded walking paths.

It's so bad that even insurance people want to be called financial planners because it sounds friendlier.

Not exact matches

«If you'd rather be able to call a landlord to handle issues when they arise, you may be better off renting for now,» says Certified Financial Planner John Piershale of Piershale Financial Group in Crystal Lake, Illinois.

Society's «longevity risk,» as financial planners call it, has been a slow - developing crisis, more a rising tide than a sudden storm, so top investment minds have had some time to prepare for it.

There are other options that extend the sales conversation with a customer such as this: You can offer to get a customer's financial planner on a conference call allowing you to discuss the purchase as a group.

These days, most of the mailers related to financial matters that I get at home come from «financial planners» who sometimes call themselves «wealth managers».

Putting together an emergency fund is so fundamental to a household's financial well - being that Charlie Fitzgerald III, CFP professional, a fee - only financial planner and principal at Moisand Fitzgerald Tomayo, calls it «Financial Planning 10financial well - being that Charlie Fitzgerald III, CFP professional, a fee - only financial planner and principal at Moisand Fitzgerald Tomayo, calls it «Financial Planning 10financial planner and principal at Moisand Fitzgerald Tomayo, calls it «Financial Planning 10Financial Planning 101.»

Traditionally, different types of insurance — life, disability and long - term care, for example — have been bought separately on what Thomas Henske, certified financial planner and partner at Lenox Advisors, calls an «a la carte» basis.

Financial planners call this tax diversification, and it's generally a smart strategy when you're unsure what your tax picture will look like in retirement.

You know about the so - called 4 percent rule — the rule financial planners use to make sure you don't spend too much and run out of money too early in retirement.

From New York City's bankruptcy to Puerto Rico's insolvency and Third World debtors subjected to IMF «austerity programs,» national bankruptcies shift control to centralized financial planners in what Naomi Klein has called Crisis Capitalism.

CFP certification is based on what the Certified Financial Planner Board of Standards, Inc. calls the «four e's.»

Before 2008, few financial planners focused on what is called «sequence risk» — the danger that big losses early in retirement can upset your plan to live off your investments.

Although many professionals may call themselves «financial planners,» only 20 percent of all financial advisors hold the CFP ® certification.

Although many professionals may call themselves «financial planners,» CFP ® professionals have completed extensive training, passed the CFP Board's comprehensive exam, met experience requirements, and are held to rigorous ethical standards.

(7) Each contribution and letter must be accurately recorded and classified for subsequent computerization and recall when the financial planners are calling out lists of names for future mail appeals.

You start following your heart into something, as Marjory did with her transition from a financial planner to personal food growing, (which I could also call personal liberty.)

That's because you've entered what financial planners like to call the «mass - affluent» class of investor.

For example, under the so - called 4 % rule advocated by some financial planners, the retiree each year withdraws 4 % of that initial balance.

Jonathan Chevreau: Yeah, well, Findependence is just a contraction of the terms financial independence which is a bit of a mouthful so in the book, I have the financial planners saying how he just started to just compress it to Findependence and of course Findependence Day, it started from Independence Day in America so July 4th and I figured Independence Day and Findependence Day, financial independence so it's really just the day that your income from all sources exceeds what you get from a single client or what we normally called a job.

They call themselves debt consultants, credit counsellors, financial planners — they all charge a fee to help you «negotiate your debt away».

Customer support calls can be scheduled with a financial planner.

Wealthsimple allows all customers the chance to set up a phone call with one of the company's certified financial planners or chartered investment managers.

Instead of paying for your financial planner's new car, discern chart patterns, formulate complex algorithms, or picking individual stocks, there's this weirdo philosophy called «index investing».

To answer this question, financial planners turn to a technique developed by academics called «Monte Carlo» simulations.

We decided to call in an impartial third party to mediate our money merger — a financial planner.

Desperate for guidance, I called Robert Abboud, an Ottawa - based financial planner and author of No Regrets: A Common Sense Guide to Achieving and Affording Your Life Goals.

Developed by U.S. - based financial planner Wes Moss, it's called «The 1,000 - Bucks - a-Month Rule.»

The Student Budget Planner is part of a financial planning series called How to Make a Budget — Easy Steps for Beginners.

If you follow the old saying of not putting all your eggs in one basket (what financial planners call «diversifying your risk»), you may want to consider taking out some fixed rate and some variable rate loans over the course of your college career.

An adviser may also call themselves a «financial planner».

For more information about financial counsellors, or to complete the online budget planner, visit MoneySmart or call a Centrelink Financial Information Service Officer on 13 23 00 to get help to plan youfinancial counsellors, or to complete the online budget planner, visit MoneySmart or call a Centrelink Financial Information Service Officer on 13 23 00 to get help to plan youFinancial Information Service Officer on 13 23 00 to get help to plan your budget.

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

This month's edition kicks off with the big news that private equity firm Hellman & Friedman is purchasing Financial Engines for a whopping $ 3 billion in cash, and intends to pair what many call the «original robo - advisor» together with (also - Hellman - owned) Edelman Financial, in an effort to expand Financial Engines» services to 401 (k) plan participants to include human comprehensive financial Financial Engines for a whopping $ 3 billion in cash, and intends to pair what many call the «original robo - advisor» together with (also - Hellman - owned) Edelman Financial, in an effort to expand Financial Engines» services to 401 (k) plan participants to include human comprehensive financial Financial, in an effort to expand Financial Engines» services to 401 (k) plan participants to include human comprehensive financial Financial Engines» services to 401 (k) plan participants to include human comprehensive financial financial planners.

Although many professionals call themselves «financial planners,» only Certified Financial Planner ™ professionals have completed extensive training and are held to the highest ethical and educational sfinancial planners,» only Certified Financial Planner ™ professionals have completed extensive training and are held to the highest ethical and educational sFinancial Planner ™ professionals have completed extensive training and are held to the highest ethical and educational standards.

Instead of calling themselves «financial planners,» they should call themselves, «goals - only financial advisers.»

Afterwards, your financial planner should be able to call on her network of professionals to make sure your family tax bill is cut to the bone.

TORONTO — Financial planner Jason Heath's mind boggles when he thinks about the high percentage of Canadians stockpiling what he calls «dead money» into tax - free savings accounts.

The ambiguity is one of the reasons I call myself a fee - only, advice - only financial planner, to try to differentiate between myself and the majority of investment advisors who now charge a fee for assets under administration.

Every motion, argument and phone call your lawyer makes on your behalf results in an invoice, and a litigated breakup will probably cost $ 40,000 to $ 100,000, estimates Debbie Hartzman, a certified financial planner in Kingston, Ont., who specializes in financial planning for divorce.

This so - called pension maximization may be a plan only an insurance agent could love, so run it past a fee - only financial planner — one who doesn't earn commissions on insurance sales — for a second opinion.