Sentences with phrase «financial objectives like»

Plan the term accordingly where in your life's financial objectives like kids education, marriage, repayment of debts are dealt with.

It is important to re-assess one's insurance portfolio and have regular life and health insurance reviews to fulfill long - term financial objectives like buying a home, financing a child's future, building a retirement corpus, etc..

The maturity amount helps take care of important financial objectives like paying for children's education and marriage, buying a house, saving for retirement, etc..

Not exact matches

«One foot in today is around delivering this month's sales, this quarter's financials, this year's objectives, and one foot in tomorrow, which is really understanding what we think the world is going to look like 10, 15, 20 years from now.»

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.»

The new survey by the Kaiser Family Foundation found that 36 percent of firms with more than 200 workers, and 18 percent of firms over all, use financial incentives tied to health objectives like weight loss and smoking cessation.

One important thing to note is that Vanguard Personal Advisors are salaried employees — they aren't paid a commissions on sales (like at many financial firms) so they are able to provide objective advice.

«It has become increasingly common over the past few decades for insurance producers, like broker - dealers, to recast themselves as financial advisors or retirement planners in order to attract clients seeking objective, professional advice about their retirement and other investments,» the CFA says.

At Canadian Western Financial (CWF), we have been providing objective advice and personalized investment recommendations since 1999, to help clients like you achieve your investment goals.

Like a financial planner, a wealth manager can help clients identify their objectives and map out a financial plan to achieve them.

For me, it was a like a real eye opener, right from how it's very important to have a Financial Plan and have an objective for investing, to Goals, having Patience and confidence on your stocks, when is the right time to invest, valuations, how and why small investors should invest, how to not let your judgment be clouded by others, teaching investment as an ART to our children, and how to avoid the pitfalls of investing.

When all is said and done — Arsenal Football Club has the same objectives — nothing breeds success, like success, Footballing Success on the Pitch leads to Financial Success as a direct result of the Footballing Success.

We like to look at it from the standpoint of investors should be focused, or setting their benchmark for success, around the required return which is based on those goals and objectives from the financial plan, and the things that investors said they were really most interested in being successful in trying to achieve.

Whether it's your money - savvy cousin who has already put two kids through college and knows 529 plans like the back of her hand, or a trusted financial advisor, it never hurts to get an objective opinion from someone with experience.

GAAP and GAAP - like financial statements are virtually the only quantitative objective benchmarks available to the analyst in the vast majority of situations.

When it comes to trading stocks all traders have their own specific needs ranging from their risk appetite level, their financial objectives, the technology they'd like to trade on, the commission they are willing to pay and the stocks they want to trade.

Heath adds a caution: «Insurance policies pay big commissions to agents up front, so get input from an objective third party like a financial planner or an accountant.»

They need help, so seek financial planners, scrutinize the costs of investments and look for objective second opinions from sources like this magazine.

The information and results provided by the calculator take into account certain information you provide to us, but don't consider your personal circumstances including your current lifestyle expenses, other financial commitments like debt or other needs and objectives.

Not every clientâ $ ™ s investment portfolio should look like their financial plannerâ $ ™ s. Practicing what you preach should be using appropriate investment strategies based on the clientâ $ ™ s specific planning objectives if that what your preach.

But this leads to delaying other financial goals, like building an emergency savings, paying down credit card debt, or saving for a larger objective like a home purchase or retirement.

Bankruptcy is pretty much a non-existent threat, and while in the Challenge Mode (like Sandbox, but with financial restrictions and optional objectives) you can increase the difficulty to make guests more pissy and rides less reliable, that simply scales the challenge rather than deepening it.

With the evolution of the financial services category, the insurance plans also serve an important objective of creating a corpus for planned expenses like retirement, prepayment of loans or child's education or marriage.

I would like to help you safeguard you and your family & attain your financial objectives.

ICICI Pru Future Perfect plan is a non linked endowment plan which secures the future of your loved ones by providing a safe journey.This plan helps you to achieve your life goals like buying a house, securing kids future needs, saving for old age, etc.ICICI Pru Future Perfect plan helps you to plan systematically to achieve the bigger financial objectives in life.

The resume format of Production Engineer includes his major job responsibilities like conceptualizing and developing operational strategies for attaining production and financial objectives; identifying unsafe operations and practices and reporting the same to Manager; establishing safety procedures and environmental regulations for the employees.

The work experience section of a sample Investment Adviser resume can include such responsibilities as marketing and selling products like life insurance, annuities, and investments to clients, and analyzing clients» financial information to determine strategies that will meet their financial objectives.

Financial Aid Resume Objective 5: Would like to be hired in a company that is known for its financial acumen as the financial aid counselor and provide my own insights for the betterment of the orgaFinancial Aid Resume Objective 5: Would like to be hired in a company that is known for its financial acumen as the financial aid counselor and provide my own insights for the betterment of the orgafinancial acumen as the financial aid counselor and provide my own insights for the betterment of the orgafinancial aid counselor and provide my own insights for the betterment of the organization.