Sentences with phrase «check on the advisor»

An investor's best defense against fraud, regardless of age, is to ask questions, research the suggested investment, do a background check on the advisor (see Chuck Jaffe's article on page 27) and talk to family members about any big financial decisions.

Not exact matches

As with anything to do with the government or taxes — if you really want to stay - top of this information, meet with your tax advisor and frequently check for updates on IRS.gov.

The «Getting Help With Your Investments» booklet provides information on checking out your financial advisor before investing, protecting your money and contacting your State Securities Regulator.

Always talk to a financial advisor if you'd like to explore using policy loans on a whole life insurance plan, and check up on your policy loans regularly to make sure that your financial strategy is still on track.

Parents should check their children's texts and emails, David Cameron's advisor on childhood has said.

Parents should check their children's texts and emails, David Cameron's advisor on childhood, Claire Perry, has said.

Of course, you need to check with your advisor on how much variability is acceptable in your specific field.

For more information on the known dwarf planets in the Kuiper belt check out my thesis advisor Mike Brown's dwarf planet website.

When the service advisor checks a car in, the also check the tread depth on the tires.

Kevin was my advisor, he checked me in, took my vehicle, and I informed him I would remain at the dealer to wait on the repair.

«When I called in to the service dept about the problem I was having Mike my service advisor told me there would be no problem bringing my Touareg in on Saturday, when I got there I was greeted by service advisor Milo who checked me in and told me he would get back to me in a few minutes with an update.

The «Getting Help with Your Investments» booklet provides information on checking out your financial advisor before investing, protecting your money, and contacting your State Securities Regulator.

Now is a good time to check in with a CIBC advisor to make sure your retirement plan is on track.

If you have doubts about either, follow your intuition and consult with a financial advisor before writing your last rent check and making an offer on a home.

Our advisors will regularly check on your investments.

For more information on what to look for when seeking the assistance of a financial advisor, check out NAPFA's Pursuit of a Financial Advisor Field Guide and the SEC's Top Tips for Selecting a Financial Professional.

Sure, you could give your financial advisor a call to check in on performance, but they're probably too busy on the golf course with another client to take your call.

Always talk to a financial advisor if you'd like to explore using policy loans on a whole life insurance plan, and check up on your policy loans regularly to make sure that your financial strategy is still on track.

Even if there isn't a big «panic sell» button in the app, frequently checking on a portfolio makes people feel the market ups and downs more vividly, which might lead them to do something drastic down the road (indeed, attempting to panic or alter my risk profile on the fly was something I wanted to check in the robo - advisor review / mystery shop to see how they handled the situation).

This means municipal bonds can effectively be tax free, but make sure to check with your tax advisor on specific bonds and local tax laws.

The best course of action for a long - term investor is to choose an advisor wisely, put an excellent investment plan into place, and only check - in on what's going on very occasionally.

Everyone's best approach is slightly different depending on their risk tolerance and time frame, so that's a good one to check with one of our financial advisors.

If you'd like more guidance on choosing one, check out our full roundup of the best robo - advisors.

Check back soon — as we begin to launch our wealth management services we'll have more resources available here on the site and by phone with our advisors.

Alternatively, you can contact one of our Tour Advisors on 01904 521 936 to check the availability of your chosen holiday.

In order to provide our services to you we have to share your information with certain third parties that perform business functions on our behalf, such as our payment provider (who processes your payments on our behalf), credit checking and debt collection providers, our business management and operationproviders or our professional advisors.

The primary point of contention stems from Clement's abrupt, involuntary reassignment to an office that collects oil company royalty checks from his post as top policy advisor, where he focused primarily on the deleterious effects of climate change on Alaskan communities.

Always check with your financial advisor on potential pitfalls there may be withdrawing any funds from a cash value policy.

Always talk to a financial advisor if you'd like to explore using policy loans on a whole life insurance plan, and check up on your policy loans regularly to make sure that your financial strategy is still on track.

(Editor: Check with your tax advisor on how additional top - ups are treated as per the Income Tax Act).

After you have obtained the quotes, check with your insurance advisor about ways in which you could avail further discounts on the auto insurance premiums.

Why don't you approach a known good advisor on this?My friend has opted 25 lac cover few days back from Iffco tokio, they may offer you, check out..

So after getting handed off multiple times on the phone with Apple I was finally given the chance to talk to a senior advisor at iTunes support and he double checked with my account (still doesn't have evidence that it has ever been linked with Movies Anywhere) and then screenshared with me to see that Movies Anywhere does in fact seem to think I've linked accounts.

Most political appointees, such as high - ranking presidential advisors, ambassadors and cabinet members, will have FBI checks and certain vetting procedures performed on their financial and employment histories, but typical background screening checks are not completed.

If you'd like that well - rounded, unique list of real - world HR advisor accomplishments, for just a few dollars, check out our e-book, HR Advisor Resume Hacking, on Amazon.

A Medical Assistant should be able to: • Log all referring physician information into system and designated spreadsheets • Log patient data including vital statistics and insurance information into computerized medical information system • Check and respond to voicemails in personal mailbox on an hourly basis and prior to departing the office at the end of each day • Take and deliver messages when appropriate personnel are unavailable (if voicemail is not preferred) • Answer questions regarding facility and services as well as provide directions and other information when necessary • Ability to multi-task several duties (clinical and administrative) simultaneously • Strong, organizational skills • Communicate all patient issues with physicians and Administrator • Coordinate peer to peer reviews between physician advisors and ordering physician • Provide appropriate paperwork to patients upon arrival, room patients, perform extensive patient history before physician encounter • Check patients out by scheduling follow up appointments, writing prescriptions, and transcribing information into appropriate logs • Log all prescriptions, referrals and patient information in appropriate system software during each patient encounter.

After your debt advice session the advisor can give relevant specialist advice on mortgage arrears, insolvency or give a welfare benefits check if needed.