Sentences with phrase «financial advisers suggest»

Many financial advisers suggest obtaining 50 % of your full income if you don't have a lot of debt and have put aside savings for your children's education.

Some financial advisers suggest that you more than likely may not want or be able to afford a life insurance contract once our retired.

Financial advisers suggest that students, not parents, should take on the bulk of student debt responsibility.

Almost all financial advisers suggest opening a 529, but they differ on how much they recommend putting away.

Financial advisers suggest that we should all be saving more.

Most financial advisers suggest that an individual should at least set aside enough funds that can cater for their 3 - 6 months total expenses as an emergency fund savings.

Yet, despite being risky — you're likely to lose 50 % of your money — you don't hear many financial advisers suggesting that you load up on tickets each week.

This meant few financial advisers suggested MICs to clients — why bother if there were no commissions flowing back to them?

His financial advisers suggested he expand his enterprise to multiple platforms.

Not exact matches

Some people — including his chief financial officer, his sales trainer, and his eight - person board of advisers — suggested that the problem was Rosen himself.

The authors suggest that there are a few things that most financial advisers will not mention, but are still concerns for people headed toward retirement.

Because that is basically free money, financial advisers often suggest putting at least enough in your 403 (b) plan each year to get the maximum match from your employer.

A few financial advisers have suggested we invest in stocks, but we don't want to take risks and lose sleep.

How would you suggest financial advisers best approach and interpret the inducement rules implemented in MiFID II?

The audience was primarily financial advisers, and Laibson's advice was targeted to this group, but he suggested several useful steps that individuals could follow.

CC: are you suggesting that using financial adviser is bad?

Instead, here's what I suggest: after determining your target asset allocation (alone or with the help of your financial adviser), invest the fixed - income component of your portfolio in a cheap bond ETF.

I would suggest you to discuss with a quality financial adviser, rather getting advise by some anonymous online person like me.

For a more conservative portfolio of 65 % equity, (35 % bonds is about the «riskiest» allocation most financial advisers would suggest to clients, some go as far as 50 % in more conservative cases) the lowest and highest portfolio balance at the end was $ -301,852 to $ 4,921,485, with an average at the end of $ 1,543,147.

Financial advisers will often recommend term life insurance for insurance purposes and suggest that you find other ways to invest the remainder of your money.

This page explains the things an adviser can help you with, and it suggests some places you can get free or low cost factual information about different financial products and strategies.

It is suggested that you speak with your counselor or financial adviser before you decide to settle any outstanding credit debt your may have.

Financial adviser Casey Fleming suggests figuring out monthly payments for your existing mortgage on the same timeline as your hypothetical new mortgage plan.

QAIB suggests that financial firms and advisers help mitigate the effects of investor behavior by:

It identifies fees paid to financial advisers, brokerage firms, 401 (k) plans, and mutual funds, and suggests similar, but lower - cost, funds.

Due to the fact that your finances can also be at risk, many people with a financial advisor will find their adviser suggesting additional liability coverage.

Many financial advisers steer middle - class customers away from these policies, suggesting they take the difference in price and invest it in something like a mutual fund where they potentially could earn many times the amount promised by the policy refund.

A more simplistic approach some financial advisers and life insurance agents suggest is to take a multiple of your annual income.

The ban will keep the firm's nearly 17,000 financial advisers from suggesting Bitcoin - related investments and advises against client requests to invest and trade in the cryptocurrency, which has a history of fluctuating wildly despite producing massive gains over the past year.