Sentences with phrase «considered by financial planners»

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.

Not exact matches

If you — like MDY's Galina Datskovsky — despair of finding a financial expert who isn't motivated by visions of big sales, you might consider a consultation with a fee - only financial planner who sells no investment products and earns no commission income.

Consider Opening a Charge Card Joel Ohman, a certified financial planner and founder of CreditCardChaser.com suggests that entrepreneurs may be able to avoid high fees by taking out a business charge card rather than a business credit card.

To understand why, consider some calculations by Allan Roth, a certified financial planner with Wealth Logic in Colorado Springs, Colo..

In addition to being considered the attorney of choice for credit matters at companies such as Platinum Capital, Washington Mutual, Merrill Lynch and numerous law firms, Edward is certified by the State Bar of California and the California Department of Real Estate to provide continuing education and regularly conducts credit seminars around the country for lawyers, accountants, mortgage brokers, financial planners and real estate professionals.

Credit When Credit Is Due is considered to be such an important credit educational tool that it is accepted for continuing education units by a variety of professional organizations for credit and debt counselors, financial planners and educators.

For couples lacking an RPP, consider the following planning technique suggested by certified financial planner Aaron Hector (of Calgary - based Doherty & Bryant Financial Strategists): Convert at least a portion of their RRSPs into a RRIF once theyfinancial planner Aaron Hector (of Calgary - based Doherty & Bryant Financial Strategists): Convert at least a portion of their RRSPs into a RRIF once theyFinancial Strategists): Convert at least a portion of their RRSPs into a RRIF once they turn 65.

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

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.