Sentences with phrase «financial conversations with»

Have real financial conversations with your children.

The best thing that you can do in the present is have the challenging financial conversations with them to try to ensure that they are prepared for the worst case.

Not exact matches

«Probably the mistake parents make most is that they don't have conversations about money with their kids,» said Laura Levine, president and chief executive of the Jump $ tart Coalition for Personal Financial Literacy.

«We all do not yet know what's the implications of Brexit on the financial industry,» he said, adding that the bank is having conversations with both the U.K. and the euro zone to understand what will happen to the financial services industry.

From what I have picked up from these interviews and many conversations with my clients, I've developed seven basic rules to help my clients succeed with their financial goals.

There are other options that extend the sales conversation with a customer such as this: You can offer to get a customer's financial planner on a conference call allowing you to discuss the purchase as a group.

After that breakthrough, the couple decided to have money conversations in a relaxed setting, and to help each other achieve goals with a written financial plan.

Unfortunately, what I hear from the conversations I have with clients is that they still clearly remember the 2008 financial crisis and its impact, and they cling to that memory.

Investigators who raided Cohen's properties are said to have sought records of payments to two women who say they had an affair with Trump; materials connected to the 2005 «Access Hollywood» tape featuring Trump; recordings of Cohen's conversations with associates; attorney - client communications between Trump and Cohen; and Cohen's electronic devices and financial documents.

While the nature of every meeting is unique, as the needs of every client will vary, here's a typical outline of what your conversation with a financial planner may look like:

Those can provide a launching point for further conversations with your doctors and financial advisor.

Doug Lockwood, a financial planner at Hefty Wealth Partners in Auburn, Ind., says he is having many more conversations with clients lately about young people saving money — although mostly these involve affluent parents expressing their fears over how their grown children will get by in more trying times.

My conversation with Ruth Porat, chief financial officer of Alphabet and its money - gushing subsidiary Google, begins, as chats so often do, at the company's Mountain View, Calif., «Googleplex» headquarters, with food.

It's to develop a willingness to have tough conversations with yourself and make sacrifices in the name of financial health, Kimmie Greene, money expert at Intuit and spokeswoman for Mint.com, tells CNBC Make It.

China is slowly and fitfully lowering its financial barriers with the rest of the world, as Beijing tries to balance its desire for stability with its ambitions to have a much greater say in the global conversation about money.

For more Client Conversations reports, talk with your Morgan Stanley Financial Advisor, or find one here.

And, testifying under oath, Summers, now the president of Harvard, dismissed the adverse consequences of his friends» frisky financial behavior: «I had enough knowledge of Russian mores and Russian practices and Russian views from the conversations that I had with Chubais and Vasiliev [senior Russian officials] to be confident that the set of issues contained the allegations were not issues that were consequential for them; and indeed that they would have, in part, valued advisers more extensively if they were more involved in actual private - sector activities.»

In conversation with Maclean's, Summers spoke about lessons learned from the financial crisis, as well as Carney's new job as Britain's central bank governor and the Keystone XL.

«There are so many options available and you may be underestimating the possibilities if you don't take the time to have a conversation about your future with a financial planner.»

«We have simply noted in conversation with Mr. de Voogd that without the registration required by the Money Laundering and Terrorism Prevention Act, offering financial service could be grounds for criminal proceedings for illegal economic activity, which is a standard practice for, say, pawnshops.

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«We have simply noted in conversation with Mr de Voogd that without the registration required by the Money Laundering and Terrorism Prevention Act, offering financial service could be grounds for criminal proceedings for illegal economic activity.»

I came away from this recent conversation with a deeper understanding of the ethical risks posed by AI, insights into behavioral data science, and cautious optimism that we can use these tools and technology to create the financial world we want to live in.

Start the conversation today by speaking with your Morgan Stanley Financial Advisor or find one here.

Beyond the special visit of Senator Collins, highlights included: • Intense and probing pre and post-dinner conversations about the economy and the world on the deck (along with wonderful wine and hors d'oeuvres — part of the tradition is that each participant ships several bottles of excellent wine to share with others) • Participation in a financial forecast survey of key factors for the upcoming 12 months as well as a review of the prior year's financial forecast survey — including distribution of funds that the prior year's attendees «bet» on the accuracy of the forecasts.

Yet, women still feel invisible in conversations with their financial institutions.

Add snippets of content that recall conversations with your client, where attitudes about risk or specific financial goals were stated.

Yet conversations have so far focused on concessions like China reducing tariffs on American cars, opening up its market for financial services and purchasing more semiconductors or natural gas — minor wins that are unlikely to satisfy Mr. Navarro and Mr. Lighthizer, who are pushing for significant and sweeping changes to China's market, according to people familiar with the negotiations.

To learn more about IRAs in general or discuss holding your IRA at Edward Jones, schedule a conversation with your local financial advisor.

In a conversation with Robin Amlôt, Consultant at CPI Financial, Steve Bertamini, CEO of Al Rajhi Bank, talks about the bank's performance in 2017 and its plans in the...

«This is where a conversation with a financial planner is so important, to help you explore all the options available to help you achieve the lifestyle you're hoping for in retirement.»

Each features conversations with victims and helpful information from financial experts.

Freeman isn't prepared to give Financial Review readers insight into how the conversation with the chair will unfold or how it intends to vote on the remuneration resolution at the upcoming AGM but you get the sense it is unlikely to be a difficult conversation.

(Airs 1/11/18) A 2014 encore program with WAMC's Alan Chartock In Conversation with Robert Gleason, Author of The Nuclear Terrorist: His Financial Backers and Political Patrons in the U.S. and Abroad.

De Blasio said that he had conversations «over the course of 2014» and into the next year with two financial backers who are now at the center of a federal investigation, acknowledging more extensive contact with the men than he had previously.

WAMC's Alan Chartock In Conversation with Roger Ferguson, Jr., President and Chief Executive Officer of TIAA - CREF, the leading provider of retirement services in the academic, research, medical, and cultural fields and a Fortune 100 financial services organization.

On October 15th NPR's Morning Edition Host David Greene and NPR reporter Yuki Noguchi will be in Albany with Michelle Singletary, a nationally syndicated personal finance columnist for the Washington Post, and financial planner Louis Barajas for a conversation about personal finance.

Jen was a chatbot, programmed to scour social network profiles for personal information then initiate conversations with the intention of suckering people into divulging their financial details.

Counselors have conversations with their students» parents, letting them know which schools have accepted their student and the financial aid packages that each one is offering, and they make their recommendations based on those schools offering the most financial aid.

Giving us more freedom to focus entirely on our studies, without the substantial stress and burden of navigating the financial pressures of paying for graduate school,» he says, adding that his conversations with fellow scholars have been some of the most engaging, educational, and exciting that he has ever had.

Unfortunately we are not able to offer any financial assistance with travel for pupils living more than 3 miles from the school, however the college is happy to facilitate conversations between groups of like - minded families who may wish to consider shared transport arrangements.

Bach's clever approach will make readers feel as if they're having a one - on - one conversation with a friendly personal financial counselor.

Pre-qualification is essentially a conversation with a lender — done online or over the phone — and can give you a broad overview of your financial standing.

Doug Hoyes: That's my conversation with Jane Rooney, Canada's Financial Literacy Leader.

Doug Hoyes: That's the first part of my conversation with Jane Rooney, Canada's Financial Literacy Leader.

Each features conversations with victims and helpful information from financial experts.

We had an great conversation via Twitter last week with @GarrettPlanning @ThinkAdvisor @FPassociation and CFP Board Consumer Advocate @EleanorBlayney on the best way to choose a Financial Advisor.

When it comes to having conversations about transferring wealth, the poll also found many Canadians had not discussed it with their family or a financial advisor.

I wrote a blog on how to find a financial adviser and I recommend they start by setting up a conversation with a fee - based adviser who can provide a fresh eye on their circumstances.

I've had a few good conversations about this with people in the financial services industry.