Sentences with phrase «complex financial lives»

According to the Personal Capital website, the program provides «comprehensive and objective wealth management solutions for people with complex financial lives.»

Keep in mind, however, that if you have a complex financial life that includes stock options, sophisticated tax planning, or estate planning issues, or if you value the ability to interact with a human advisor, a digital advisor may not be able to provide the personalized financial planning help you need.

Not exact matches

As millions of baby boomers flip the switch from gainfully employed to living off their savings, the financial decisions they face are countless and complex.

The answer depends on a complex array of factors that touch on just about every aspect of your financial life.

He's a business and tax attorney who's spent the past 15 years helping business owners navigate the complex maze of financial and legal issues they face throughout the business life cycle.

Your clients» financial lives are more complex.

And while Sandra's news reports may be filled with complex financial analysis, her life message to her daughter is very simple.

Cancel, a longtime activist who lived in the Lower East Side and now lives in Financial District housing complex Southbridge Towers, had always maintained that her loyalty was to her work for the community.

At the film's recent press day, McKay, Lewis, Bale, Carell, Gosling, Hamish Linklater, Jeremy Strong, producer Jeremy Kleiner, and screenwriter Charles Randolph talked about turning the book into a movie and adapting it to the screen, why McKay was the right person to direct, what drew them to the project, how the actors met their real - life counterparts in preparation for their roles, the decision to combine a cinema verite documentary approach with other stylized elements, breaking the fourth wall, and using celebrities and pop culture figures as an entertaining storytelling device to explain complex financial concepts to the audience.

Such guidance helped to prepare children and young people for their futures within the complex and dynamic economic, business and financial environment in which they live.»

I really believe life is simpler and happier without adding complex and stressful financial issues to the relationship.

The answer depends on a complex array of factors that touch on just about every aspect of your financial life.

They have translated the complex world of bond investing into layman's language, enabling interested investors to take control of their financial lives.

Multiple retirement accounts from past employers, mortgages, and the myriad of other financial details of a well - seasoned life makes effective retirement investing complex and intimidating.

The finding makes sense considering the financial lives of younger employees entering the workforce don't tend to be as complex as those of older employees.

And many investors want a small dose of human contact from their robo adviser, especially as their financial lives become more complex.

But I have had to do accounting for most of my working life, including doing financial reporting inside life insurers, which is the most complex industry for accounting.

If paying off debt has seemed impossible to you in the past, Kurt makes somewhat complex steps easy to tackle in order to see real traction that will change your financial life for the better.»

High levels of government and household debt, heightened interest rate sensitivity, unfavorable demographic trends, weakened financial systems and complex global and financial inter-linkages mean that heightened macroeconomic volatility will almost certainly be a fact of life in coming years and decades.

Whole life can be a good option for people with complex financial situations, so you should know how to pick the best company and policy.

The cash value of permanent insurance is useful for complex financial situations but whole, variable and universal life insurance have different means of gaining interest, which needs to be taken into account.

Today we live in a new economic reality, including complex financial products that many people don't fully understand.

Of those surveyed, whose financial health has declined since the recession, 31 percent said their financial life is very complex, citing a variety of financial penalties and multiple loans.»

Main areas of work Mergers and acquisitions, securities, domestic and international tax, employee benefits, financial institutions, global sourcing and technology, government relations, real estate finance and capital markets, real estate investment and development, chemistry and life sciences, patent litigation, trademark and copyright, electronics and software, medical and mechanical devices, bankruptcy and financial restructuring, complex commercial litigation, construction and infrastructure projects, environmental and sustainable development, government enforcement and investigations, insurance recovery, labor and employment, native american affairs.

Accessing consistent effective justice in financial disputes is more demanding than ever before in the fast - moving, complex and cross-border business world and the financial List represents an exceptional new option that will make life easier for Solicitors, the Bar and clients.

Phillip Stano relies on more than 30 years of experience — as a regulator, then as counsel for a life insurers» trade association and now as a defense attorney — to achieve positive outcomes in class action suits, other complex financial services litigation, and regulatory and compliance counseling.

Our 1,000 plus lawyers across the United States, Europe, and Asia excel at complex transactions, high - stakes litigations and world - class advisory services in the financial, life sciences, private equity, real estate, and technology industries.

Wilson Barmeyer defends class action lawsuits, complex business litigation matters, and governmental regulatory examinations and audits, with a focus on litigation and regulatory matters involving financial services, life insurance and annuities, and broker - dealers.

All you need to get control of your financial life is an expert legal team that is highly experienced at guiding clients efficiently and quickly through the complex bankruptcy laws.

Reviewing a client's financial requirements can be very complex as all aspects of a client's financial life must be taken into consideration.

The Zurich office has particular expertise in advising and representing clients with regard to: - Litigation and arbitration of complex financial disputes - White collar and corporate investigations - Regulatory investigations - Resolution of M&A disputes The Zurich office lawyers also have extensive dispute resolution experience in the area of pharma and life sciences, commodity trade, international sports and all types of commercial matters as well as international judicial and administrative assistance.

Kennedy arrived at Sun Life Financial with a distinguished record of managing legal risk at complex institutions, having previously served as general counsel at Ontario Teachers» Pension Plan, one of Canada's largest pension funds, associate general counsel at The Canadian Imperial Bank of Commerce (CIBC), and head of the prosecution team at the Ontario Securities Commission.

If you're wealthy and older, a business owner, need to protect a disabled child or have a complex financial circumstances, there are occasions when Whole Life Insurance is appropriate.

Whole life insurance is best for people with complex financial needs who can afford the higher premium cost.

Permanent life may be a good idea for people with complex financial needs.

Whole life insurance is useful if you have complex financial needs that benefit from that cash value.

The cash value of permanent insurance is useful for complex financial situations but whole, variable and universal life insurance have different means of gaining interest, which needs to be taken into account.

Whole life can be a good option for people with complex financial situations, so you should know how to pick the best company and policy.

If you have enough assets that you have complex financial needs, or you're going to need the cash value of a whole life insurance policy to cover, say, your endowment plan or estate plan, then congratulations!

As a former Series 65 Investment Advisor Representative, Chris also has the unique ability to «put on his financial planning hat» and discuss complex insurance issues such how much life insurance you need, the benefits of term vs. whole life insurance, and has helped hundreds of affluent families as well as business owners with their special needs.

Cash - value life insurance (variable, indexed, or fixed) are some of the most complex financial products in the market today.

Life settlements can be complex financial transactions and are generally conducted on behalf of clients by experienced professional advisors.

A more complex method to calculating life insurance needs for 30 year old females is to consider your current assets, your income, your debt, and your future financial needs.

Today's variable annuities come with additional death benefit guarantees and living benefit riders that make them one of the most complex consumer financial products I have ever seen.

If you are looking for a more complex product like whole life or universal life, you should consult a financial advisor.

Today, life insurance is a complex financial tool that you can use to safeguard your retirement, or plan for your child's future.

It's a complex financial product and in reality the base product is not enough to cover and the complexity in Life Insurance plan, hence Life Insurance Rider and their benefits and required.

The Bottom Line Your life insurance policy can be as simple as you want it to be, or it can be a complex product designed to complement your overall financial plan and hedge against losses, terminal illness expenses and probate.

They live in an apartment complex or rented home without a financial backup plan for accidents.

While there are situations where whole life or another more complex type of policy could fit your financial plan, most families would be better off with a simple term life insurance policy that provides income replacement during their working years.