Sentences with phrase «financial needs like»

Once the Policy has been matured, the Policyholder will receive a lump sum maturity amount which can be utilized for meeting the financial needs like purchasing the property, children's education, organizing a wedding or preparing for one's retirement.

You can use the amount of endowment to meet your financial needs like your child's college fees, daughter's marriage, etc. if and only if you survive the period.

Subsequently, one can use this maturity benefit to fulfill their various financial needs like funding their children's education, saving for retirement, buying a house, children's marriage etc..

The sum that one gets on the demise of the insured (known as death benefit) helps in meeting important financial needs like funeral costs, daily living expenses and providing education funds for the children.

Once the policy has matured and made that the policyholder has survived the policy term, they will receive a lump sum maturity amount which can be utilized for meeting financial needs like purchasing property, children's education, organizing a wedding or preparing for one's retirement.

This insurance policy will replace your income and can help your family meet important financial needs like funeral costs, daily living expenses, and college funding.

Life insurance proceeds can be used for any number of different needs by survivors, such as the payment of large debts (including the balance of a mortgage), the paying of ongoing living expenses, and even future financial needs like ensuring that a child or a grandchild has the money that they need for college.

Children's Gift funds are dedicated mutual fund schemes which are positioned as Child plans to meet children's future financial needs like education, marriage expenses etc.,.

This cash, known as the death benefit, replaces your income and can help your family meet many important financial needs like funeral costs, daily living expenses and college funding.

Not exact matches

Levi's had provided them a «needs survey» to get started, but after circulating it in Nazareno, González Franch and Bello Garza realized it presumed a level of development (like access to financial services and health care) that didn't exist in the community.

Meanwhile, the ability to effectively police abusive behavior could prove essential to the company's financial health, as Twitter needs to show regular, significant user growth in order to appease investors who are concerned that the company is lagging behind social media rivals like Facebook and Instagram.

This will keep you moving toward your financial goals and stop you from spending money on things you don't need, to impress people you don't like.

Luxembourg, like Frankfurt, Paris and Dublin, has attracted financial firms from London that need an EU base after Brexit.

For a moment, it looked like our article would need a rewrite, a fact that underscored not only the daily surprises that come with financial journalism but also the uncertainty surrounding the current market.

Like a lot of rookie business owners, he lacked the financial know - how he needed to bolster his bottom line.

In some fields, like financial analysis, there are as many as 12 qualified American candidates for every job a company claims they need to fill with an H - 1B worker.

What it offers: SMART spans verticals including financial services, construction, healthcare and real estate, serving needs like customer relations management, sales force automation and field services.

Like a prenup, you would need to disclose everything about your financial background and your business, which may include details you had not previously shared with your spouse.

You may need to revise your financial goals, adjust savings habits or weigh extra precautions like a long - term care policy.

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:

To determine what your business needs to look like to earn your chosen payday, you need to consider financial metrics and business assets.

Your business - focused vision statement must show the endgame you'd like to achieve, and the financial metrics and business assets you need to realize it.

Like many entrepreneurs who come to me, all she needed was some basic financial knowledge and a feel for the numbers, which she gained by writing them down.

Advice is in the retirement investor's best interest when the advice is rendered «with the care, skill, prudence, and diligence under the circumstances then prevailing that a prudent person acting in a like capacity and familiar with such matters would use in the conduct of an enterprise of a like character and with like aims, based on the investment objectives, risk tolerance, financial circumstances, and needs of the Retirement Investor, without regard to the financial or other interests of the Adviser, Financial Institution, or any Affiliate, Related Entity, or other partfinancial circumstances, and needs of the Retirement Investor, without regard to the financial or other interests of the Adviser, Financial Institution, or any Affiliate, Related Entity, or other partfinancial or other interests of the Adviser, Financial Institution, or any Affiliate, Related Entity, or other partFinancial Institution, or any Affiliate, Related Entity, or other party.»

If you need a comprehensive financial plan or want help coping with a market meltdown, you're likely to want to turn to a trusted human advisor with high levels of financial expertise but also human qualities like communication skills and empathy.

If you would like investment, accounting, tax or legal advice, you should consult with your own financial advisors, accountants, or attorneys regarding your individual circumstances and needs.

thanks, and yes, a pittance of a pension and regular checkups keep us on budget and head off any problems — best decision i ever made (financial or otherwise) was serving our country doing search - and - rescue, oil and chemical spill remediation, etc. (you can guess the branch of service)-- along the way, frugal living, along with dollar - cost averaging, asset allocation, and diversification allowed us to retire early — Vanguard has been very good over the years, despite the Dot Bomb, 2002, and the recession (where we actually came out better with a modest but bargain retirement home purchase)... it's not easy building additional «legs» on a retirement platform, but now that we're here, cash, real estate, investments and insurance products, along with a small pension all help to avoid any real dependence on social security (we won't even need it at full retirement age)-- however, like nearly everybody, we're headed for Medicare in several years, albeit with a nice supplemental and pharmacy benefits — but our main concern is staying fit, active, and healthy!

«Financial advisors drive millennial clients away because they treat them like children, when they really need to feel they're on a team,» said Misty Lynch, a certified financial planner with John Hancock iFinancial advisors drive millennial clients away because they treat them like children, when they really need to feel they're on a team,» said Misty Lynch, a certified financial planner with John Hancock ifinancial planner with John Hancock in Boston.

Although cashing out your 401k might seem like a good idea if you need to solve a short - term financial crisis, doing so can have dire consequences.

When you don't have a financial cushion in place and you need quick cash, a payday advance might seem like a good solution.

And that's before anyone gets to scandals in Summers» past, like the comments on women in the sciences or the Shleifer affair, not to mention the consulting and speaking fees he'll need to report on his financial disclosure forms.

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Financial literacy can take many forms — whether you need support getting started on a savings account, learning the basics of investing, or preparing for milestones like getting married or buying your first home.

This approach eliminates the need for coding and allows Financial Advisors more control over pre-styled building blocks they would like to have displayed on the site.

AARP: Retirement Planning CFA Institute: Retirement Security Choose to Save: Ballpark E$ timate ® Edelman Financial Services LLC: Retirement & Estate Planning Financial Mentor ®: Retirement Calculators How to Save Money for Retirement (retirement savings guide) IRS: Adding Automatic Enrollment to Section 401 (k) Plans — Sample Amendments IRS: Changes in Your Life May Affect Retirement Planning IRS: Help with Choosing a Retirement Plan NEFE Financial Workshop Kits Retirement Series Preparing for Retirement from DOL Save it Like You Mean It: The (Non-Scary) Guide to Retirement Planning Saving Matters from DOL U.S. Department of Labor: Taking the Mystery Out of Retirement Planning WISER: What Women Need to Know About Retirement

People must be prepared to discuss the tough financial challenges that comes with managing the personal care needs of a family member like they would retirement plans.

For loans over $ 100,000 you will also need some basic financial statements like a P&L and cashflow, so we can evaluate the health of your business and see what kind of repayments your business can manage without stress.

We will need many more like it to achieve financial stability for all.

«These are also assets that may satisfy the emotional needs and passions of investors who are no longer comfortable putting more money into financial assets at zero return, but who face barriers to entry in acquiring high - value luxury items like art, or a 1955 vintage Porsche speedster or a vineyard.»

Permanent life insurance is an option that could help meet all of these needs; however, fewer than half of those with a financial professional have permanent life insurance and one - quarter don't currently have it, but would like to learn more about it.

Some federal student loans, like Direct Unsubsidized loans, don't require you to demonstrate financial need, so you can borrow more in unsubsidized loans than you can in subsidized student loans.

As many boomers are still recovering from the loss of their investment, (mostly in equities), suffered in the wake of the financial crisis of 2008, a more stable and diversified alternative asset class like real estate is what is needed to preserve their wealth.

Like with every financial product you don't need to compensate VAT when offered Bitcoin.

Like any other asset class this popular, the increasingly vocal bearishness in the financial media is something we need to be aware of.

The training teaches bankers about the opportunities and challenges female financial decision makers face so women business owners like Philp can develop the partnerships they need.

The best age for Social Security benefits depends on personal and financial factors, like your current cash needs, retirement plans, health and family history.

Ginger Ewing, a financial adviser with Ameriprise Financial, says new parents often ask her about saving for college but she urges them to think about more pressing needs like day cafinancial adviser with Ameriprise Financial, says new parents often ask her about saving for college but she urges them to think about more pressing needs like day caFinancial, says new parents often ask her about saving for college but she urges them to think about more pressing needs like day care first.

And so in terms of financial repression, perhaps the one key sector that we need to look at is student loan debt because so many millennials are carrying student loan debt, and you know a small student loan debt is like $ 25,000 - $ 30,000 if someone can escape with a bachelor's diploma and only have $ 30,000 in debt they're considered to have done quite well, but when you think about it that's a pretty large debt for somebody who doesn't even have a full - time job yet.

In the remainder of my lecture I would like to cover both these topics, plus two other issues: what does the Reserve Bank need to do to fulfil its financial stability responsibilities; and whether the changes we have seen in the structure of financial systems over recent decades have made the system more or less stable.

If you'd like to see a more detailed quote for your specific financial profile, PennyMac also offers a Customized Quote tool that provides a no - obligation quote based on your exact needs.