Sentences with phrase «financial advice from»

A smart QI will know when to say no and refer the question to a tax attorney, along with seeking financial advice from the client's CPA.

First, as suggested by the Mint, be wary of taking financial advice from friends, family or colleagues, unless of course, this is what they do successfully for a living.

It's best to only accept financial advice from your lawyer or a professional.

Why Gen Y Girl is a Top Career Resource: This fun, energetic blog is perfect for millennial women who are looking for some career and financial advice from someone who knows the challenges of being a Gen Y woman on the hunt for a job.

The information contained within all articles provided is for informational purposes only and is not intended to substitute any advice including but not limited to, tax, investment, or financial advice from a professional financial planner.

CNBC Why Jay Leno has never touched a dime of his «Tonight Show» money 2017 has been kinda weird, so why not get financial advice from Jay Leno?

Note: West Coast LEAF strongly encourages you to seek legal, estate planning and / or financial advice from relevant professionals before deciding on a course of action.

A. Live within your means B. Begin saving at an early age C. Avoid high interest debt D. Get sound financial advice from a trustworthy resource E. Learn how to invest wisely

One more thing: If your dad has fallen for these scams so many times that he can't get a bank account anymore, why are you still taking financial advice from him?

In this case, we recommend that you seek personal financial advice from a licensed financial adviser before you proceed.

If you need help with a financial plan to save for your children's education, or if you need more information about education funds, consider getting financial advice from a qualified financial adviser.

Seek financial advice from a licensed adviser if you need further information or guidance on how corporate bonds can be used to meet your investment needs.

He also recommends that business owners get financial advice from business networking groups and conduct research on the websites of the leading alternative funders, since many have detailed resource sections for small businesses about the many kinds of available capital and the best ways to prepare for funding.

In all cases you should seek professional financial advice from providers such as accountants, lawyers, and / or financial planners, etc that you trust before committing to any legal or financial matters.

This is one of the pitfalls of people asking for financial advice from people (or bloggers) who have NO FRIGGING CLUE what they're talking about, and who SHOULD NOT be dispensing advice.

Seek financial advice from a licensed adviser if you're not sure if this is the right choice for you.

You should also do your own research and consider getting separate financial advice from a licensed adviser.

You may also benefit from getting financial advice from a licensed adviser.

It is very important that you get independent financial advice from an independent financial adviser (IFA) about the advantages and disadvantages of an equity release scheme.

Why would anyone in their right mind take financial advice from someone that is not financially successful.

VA's Insurance Service provides beneficiaries with free, professional financial advice from FinancialPoint, an independent company whose team of professionals are experts in handling a wide range of financial matters.

Regardless of which bankruptcy option you choose, getting sound financial advice from a professional is recommended to ensure the most successful path after bankruptcy.

It's not a foolproof plan, so get some tax advice from your accountant or some financial advice from your financial planner to make sure you will come out ahead.

«It's hard to receive financial advice from an «adviser» we feel is more of a box checker,» says a frustrated Rob.

So someone's got ta say it: your friend Sparky is a gambler and taking financial advice from him is like investing in lottery tickets.

If you've never managed money before, seek out good financial advice from a trusted expert.

«If you're looking for independent financial advice from an advocate who works for you, and not the mutual fund company, you should choose a financial planner who is compensated in a way that aligns your interest with theirs.»

Meanwhile, Fiona gets smart financial advice from a Tinder hookup as Ian struggles with his feelings for Trevor.

Some have agreed to share services, but few have made large - scale changes or sought help financial advice from the state, another offer from Cuomo.

Even though he had already earned almost $ 3 million playing two years for Barcelona, bad financial advice from hangers - on had done him in.

When you work with a Fee - Only Financial Planner, the result is unbiased financial advice from a professional who is committed to acting as a fiduciary in a client - centered relationship.

Additionally Mr Brun is the author of several books on financial advice from the publisher «Profit».

You should always seek and obtain investment, tax and financial advice from a qualified professional properly trained and licensed to provide such advice.

Not exact matches

The temptation to rely on quick advice from locals is obvious, but it's a foolish mistake, particularly when those locals have a financial interest in painting a particular picture for you.

Before acting on information on this website, you should consider whether it is suitable for your particular circumstances and strongly consider seeking advice from your own financial or investment adviser.

We reached out to CFOs from a range of industries and asked for their best piece of financial advice.

One reason for the shift away from paper, financial advice website NerdWallet experts speculate, is the growing use of person - to - person payment apps, like Venmo, that allow users to digitally swap funds.

More from Advisor Insight: Key takeaway: The average retiree will see Social Security benefit decrease 3 key financial lessons I learned from playing golf Let's face it, there's no such thing as free financial advice

More from Investor Toolkit: Advisors offer clients «fatally flawed» advice Investing with borrowed money can be a big win Beware of online financial quick - fix stories

Before acting on information on this website or on the show, you should consider whether it is suitable for your particular circumstances and strongly consider seeking advice from your own financial or investment adviser.

Only a company seeking to profit from gullibility — to prey upon the public's lack of financial sophistication — would even think of such slimy advice.

They're not for everyone: Before deciding to invest in a 529 plan, seeking advice from a financial planner or tax consultant would be a wise choice.

He looked at the statements from their financial adviser and didn't think they were being given quality advice.

And listen to an important piece of advice from Tracy Wald, who has counted Microsoft as a client for the past 15 years, the last 10 during his tenure as chief financial officer with Leonhardt Fitch.

Analysis of entrepreneurial couple's finances and advice from an investment adviser; how to find a financial planner.

Through my podcast interviews and articles, I chronicle our family's journey toward financial freedom and I share advice from the successful luminaries I've spoken with.

Following the primary dealer meetings, we solicit advice from the Treasury Borrowing Advisory Committee (a committee of the Securities Industry and Financial Markets Association (SIFMA) falling under the regulations of the Federal Advisory Committee Act and the Government Securities Act).

While a financial advisor held to a fiduciary standard will give you truly the best financial advice they are qualified to give, an advisor held to a standard of suitability will give you information that can be compromised from a conflict - of - interest.

Prior to making any investment or financial decisions, an investor should seek individualized advice from a personal financial, legal, tax and other professional advisors that take into account all of the particular facts and circumstances of an investor's own situation.

This week, the DOL delayed the effective date of its Fiduciary Rule — which would define all retirement plan financial advisors as ERISA fiduciaries, effectively banning conflicted 401 (k) investment advice that puts advisor profit ahead of client interests — by 60 days from April 10, 2017 to June 9, 2017.