Sentences with phrase «discussions with your financial advisor»

It's similar to the idea of encouraging people to do their own taxes before they get too unwieldy so at least you have a basic understanding of investments and your money and can have more fruitful discussions with your financial advisor.

I'm surprised you didn't mention fiduciary in your post as this is a pre-req to having a sensible discussion with a financial advisor.

Since the college calculator estimate gives you only a starting point or rough savings target, it's always good to have a more robust college savings and planning discussion with your financial advisor.

Make discussions with your financial advisor more meaningful by reviewing our timely economic and market topics.

Not exact matches

Currently, he is a Board Member of the Latvian Association of Tax Advisors, where he represents the professional interests of tax consultants in discussions with representatives of the Ministry of Finance and officials of Tax Administration.As a financial and legal advisor, Ainis has participated in various investment and management projects, provided consultations on tax planning, tax legislation, tax risk evaluation as well as represented his clients in financial and judicial authorities.

AP: Yeah [According to a January 2018 Bloomberg report, Aston is in discussions with London financial advisors about an IPO that could value it as high as # 6.8 billion].

Discussions with trusted financial advisors allow the home buyer to evaluate various scenarios.

I have engaged one financial advisor for my portfolio and yesterday I had discussion with him in line with my tax planning and investment goals.

We have a financial advisor who I would process the form through Fidelity (the custodian), so I'd have to have a discussion with him.

A high - quality financial advisor should be more than willing to have this discussion with you.»

A discussion with a licensed financial or tax advisor would be the best place to start on that topic.