Sentences with phrase «case of the financial planners»

Not exact matches

Additionally, according to certified financial planner Robert Leitner, president of Financial Advisory Network, those who divorce and then remarry can not collect on their ex's accounts; unless they remarry after age 60, in which case they can collect survivor financial planner Robert Leitner, president of Financial Advisory Network, those who divorce and then remarry can not collect on their ex's accounts; unless they remarry after age 60, in which case they can collect survivor Financial Advisory Network, those who divorce and then remarry can not collect on their ex's accounts; unless they remarry after age 60, in which case they can collect survivor benefits.

Written by a renowned team of wealth managers, financial planners and insurance experts, this indispensable reference integrates case studies, 10,000 pages of current and easily accessible content with news, client illustrations, information, financial planning tips and techniques.

Sometimes the unexpected will arise in these planning conversations and the couple benefits from the availability of time to resolve differences since they have not yet retired and feedback from a third party, in this case the financial planner, can be helpful in working through differences.

The main reason financial planners give for creating an emergency fund is to pay for the necessities in case of a job loss.

«Still, in many cases, the bigger risk is simply keeping your TFSA money sitting in cash or GICs and forgoing growth, something that 80 % of people who contribute to TFSAs do,» says Jason Heath, a certified financial planner in Toronto.

«They should take their case to either the Ombudsman for Banking Services and Investments or to Advocis (The Financial Advisors Association of Canada), if their adviser was a certified financial planneFinancial Advisors Association of Canada), if their adviser was a certified financial plannefinancial planner.»

Certified financial planner Jonathan Meaney recommends having the equivalent of a few years» worth of living expenses set aside in case there is a job loss or other surprise.

Michael Dinich CRPS, a financial planner and the founder of Your Money Geek, says that a cash - out refinance can be an attractive way to pay for things like home improvements — in which case the interest would likely be tax deductible since the loan would be used to substantially improve the homes — or even pay off higher - interest debt like credit cards.

Jeff Rose, a certified financial planner and founder of www.lifeinsurancebyjeff.com has this to say, «Many consumers are convinced that life insurance is way too expensive which is totally not the case.

In general the method of both case studies was to focus on practicing lawyers as authors, not journalists, financial planners, or law professors.

Attorney Jason A. Waechter and his law firm have assembled a team of experts, including attorneys, accident re-creation specialists, doctors, nurses, and financial planners to help us win cases.

Once the issues are resolved, using the negotiation process, and relying on outside experts like financial planners and child psychologists for property and custody plans, the case is reduced to an agreement that the court then enters as a judgment of divorce.

Here to talk Lawyer monthly through his role in this field, discussing the variables in divorce cases, and touching on the legislation that has changed the landscape of pensions law through the years, is Mark Penston, a Chartered Financial Planner at BlueSky Chartered Financial Planners, in the UK.

Financial neutrals in collaborative divorce cases can hold a variety of financial credentials, but the most common in Middle Tennessee are Certified Financial Planners (CFP's) and / or Certified Public AccountantsFinancial neutrals in collaborative divorce cases can hold a variety of financial credentials, but the most common in Middle Tennessee are Certified Financial Planners (CFP's) and / or Certified Public Accountantsfinancial credentials, but the most common in Middle Tennessee are Certified Financial Planners (CFP's) and / or Certified Public AccountantsFinancial Planners (CFP's) and / or Certified Public Accountants (CPA's).

Use of a financial planner is highly recommended in those cases with higher net worth marital estates.

In Collaborative Divorce cases, lawyers and their clients, with the help of the coaches, financial planner, and the child expert, will talk and negotiate with the assistance of all the professionals actually present in the room.

Planners say it's important to take a balanced approach to financial priorities, with attention to saving in case of job loss, paying off consumer debt and taking advantage of retirement savings options.