Sentences with phrase «financial plan as»

Choose an amount keeping in mind your current financial plan as well as any future financial obligations that you wish to cover.

But it's just as important a part of your financial plan as other types of insurance.

From assessing, building and managing your portfolio to adjusting your financial plan as your needs and goals change.

Monthly money dates for example, offer a regular opportunity to discuss goals, values and evolving circumstances, and determine how they fit into your financial plan as a couple.

It is imperative that advisors proactively provide access to a client's financial plan as well as relevant, educational information to increase a client's overall financial literacy.

It's common for people to change their long term financial plan as they get closer to retirement, but it's also important to revise your financial strategy in the short term to help address current concerns or reach new goals in the new Read more 10 Ways To Set Yourself Up for Financial Success in 2018

It's common for people to change their long term financial plan as they get closer to retirement, but it's also important to revise your financial strategy in the short term to help address current concerns or reach new goals in the new year.

This is in line with the survey conducted by Charles Schwab which reveals that millennials are keener to creating a written financial plan as compared to the previous generation.

: Yes, family trusts and corporations are built into the family financial plan as author Chris Clarke shows how you can use best business practices to shape leaders and transform your family into an effective team with a common financial and charitable purpose.

Ironically, even if investors do recognize this, they may view their financial plan as just another type of product, Richards says.

As you are creating your initial financial plan as a newly engaged or married couple, you are going to have to decide on the highest priority goals.

That's not only important for what kind of stocks and bonds you're invested in, but the kind of money vehicles and asset classes you have in your financial plan as well.

I define financial planning as continually preparing how to use limited resources to fund ever - changing goals in the face of unrelenting uncertainty.

Voya partners with Quartz to communicate need for smart financial planning as longevity and technology provide more opportunities in post retirement life, and how Voya can help.

That's one area where we've really come a long way, with the major financial planning professional organizations all embracing the fiduciary standard as an essential hallmark of financial planning as a profession.

We need to get away from this idea of financial planning as an event — or even worse, a product.

I'm going to add this to my financial planning as a consideration to use in the future.

This applies as much to financial planning as it does anything else.

Advisors and their clients face new challenges and opportunities in financial planning as the Tax Cuts and Jobs Act, passed in the final weeks of 2017, includes changes to tax rates, deductions, and many provisions of the tax code.

Some provide regular, well - constructed comprehensive financial plans as part of their services; others not at all.

Financial planning as if you were going to retire gives you more freedom in the future; try selling it that way rather than arguing about retirement as such.

Couples should keep an ongoing dialogue about their financial affairs and update their financial plans as necessary.

Life Insurance can be the cornerstone of sound financial planning as you and / or your beneficiaries can use it to replace income, pay final expenses, create an inheritance and pay «Death» Taxes for Federal and State «Estate» settlements.

Term plans help in better financial planning as it also helps the insured to save a significant amount of funds, which he, otherwise would have spent as premium in other life insurance plan.

Utilized thorough knowledge and understanding of cost and general accounting practices and procedures, budgeting, and financial planning as it related to the oil and gas industry.

Don't make the mistake of using your resume to show what a well - rounded person you are, but make sure you include your experience with customer service, data management, program availability, and financial planning as well.

That opens the door for consumers to make real estate investments just as much a part of their financial planning as stocks and bonds.

• Meet with a financial adviser — An adviser is to financial planning as a personal trainer is to an exercise program.

Not exact matches

Paying down balances may be tough to pull off as a short - term move to increase your credit score, but it should be part of your long - term financial plan.

A banker can also provide guidance on how to lay a strong financial foundation for your business, such as establishing a business plan.

To counter the fall in downloads, Apple plans to bundle the music streaming service it acquired as part of the $ 3 billion Beats Electronics deal earlier this year into its iOS operating system, according to a report in the Financial Times.

Important factors that could cause actual results to differ materially from those reflected in such forward - looking statements and that should be considered in evaluating our outlook include, but are not limited to, the following: 1) our ability to continue to grow our business and execute our growth strategy, including the timing, execution, and profitability of new and maturing programs; 2) our ability to perform our obligations under our new and maturing commercial, business aircraft, and military development programs, and the related recurring production; 3) our ability to accurately estimate and manage performance, cost, and revenue under our contracts, including our ability to achieve certain cost reductions with respect to the B787 program; 4) margin pressures and the potential for additional forward losses on new and maturing programs; 5) our ability to accommodate, and the cost of accommodating, announced increases in the build rates of certain aircraft; 6) the effect on aircraft demand and build rates of changing customer preferences for business aircraft, including the effect of global economic conditions on the business aircraft market and expanding conflicts or political unrest in the Middle East or Asia; 7) customer cancellations or deferrals as a result of global economic uncertainty or otherwise; 8) the effect of economic conditions in the industries and markets in which we operate in the U.S. and globally and any changes therein, including fluctuations in foreign currency exchange rates; 9) the success and timely execution of key milestones such as the receipt of necessary regulatory approvals, including our ability to obtain in a timely fashion any required regulatory or other third party approvals for the consummation of our announced acquisition of Asco, and customer adherence to their announced schedules; 10) our ability to successfully negotiate, or re-negotiate, future pricing under our supply agreements with Boeing and our other customers; 11) our ability to enter into profitable supply arrangements with additional customers; 12) the ability of all parties to satisfy their performance requirements under existing supply contracts with our two major customers, Boeing and Airbus, and other customers, and the risk of nonpayment by such customers; 13) any adverse impact on Boeing's and Airbus» production of aircraft resulting from cancellations, deferrals, or reduced orders by their customers or from labor disputes, domestic or international hostilities, or acts of terrorism; 14) any adverse impact on the demand for air travel or our operations from the outbreak of diseases or epidemic or pandemic outbreaks; 15) our ability to avoid or recover from cyber-based or other security attacks, information technology failures, or other disruptions; 16) returns on pension plan assets and the impact of future discount rate changes on pension obligations; 17) our ability to borrow additional funds or refinance debt, including our ability to obtain the debt to finance the purchase price for our announced acquisition of Asco on favorable terms or at all; 18) competition from commercial aerospace original equipment manufacturers and other aerostructures suppliers; 19) the effect of governmental laws, such as U.S. export control laws and U.S. and foreign anti-bribery laws such as the Foreign Corrupt Practices Act and the United Kingdom Bribery Act, and environmental laws and agency regulations, both in the U.S. and abroad; 20) the effect of changes in tax law, such as the effect of The Tax Cuts and Jobs Act (the «TCJA») that was enacted on December 22, 2017, and changes to the interpretations of or guidance related thereto, and the Company's ability to accurately calculate and estimate the effect of such changes; 21) any reduction in our credit ratings; 22) our dependence on our suppliers, as well as the cost and availability of raw materials and purchased components; 23) our ability to recruit and retain a critical mass of highly - skilled employees and our relationships with the unions representing many of our employees; 24) spending by the U.S. and other governments on defense; 25) the possibility that our cash flows and our credit facility may not be adequate for our additional capital needs or for payment of interest on, and principal of, our indebtedness; 26) our exposure under our revolving credit facility to higher interest payments should interest rates increase substantially; 27) the effectiveness of any interest rate hedging programs; 28) the effectiveness of our internal control over financial reporting; 29) the outcome or impact of ongoing or future litigation, claims, and regulatory actions; 30) exposure to potential product liability and warranty claims; 31) our ability to effectively assess, manage and integrate acquisitions that we pursue, including our ability to successfully integrate the Asco business and generate synergies and other cost savings; 32) our ability to consummate our announced acquisition of Asco in a timely matter while avoiding any unexpected costs, charges, expenses, adverse changes to business relationships and other business disruptions for ourselves and Asco as a result of the acquisition; 33) our ability to continue selling certain receivables through our supplier financing program; 34) the risks of doing business internationally, including fluctuations in foreign current exchange rates, impositions of tariffs or embargoes, compliance with foreign laws, and domestic and foreign government policies; and 35) our ability to complete the proposed accelerated stock repurchase plan, among other things.

Financial data is always at the back of the business plan, but that doesn't mean it's any less important than up - front material such as the business concept and the management team.

Such statements include, but are not limited to, statements about the continued demand for our product, the wind - down of ExpressJet's flying agreement with Delta, and the related removal from service and / or placement into service of certain aircraft, the scheduled aircraft deliveries for SkyWest Airlines for 2018, as well as SkyWest's future financial and operating results, plans, objectives, expectations, estimates, intentions and outlook, and other statements that are not historical facts.

The problem, according to the plan's critics, is that financial entities such as private - equity, venture capital and hedge funds are all partnerships whose wealthy partners would see substantial tax savings on large portions of their income unless congressional tax writers find a way to exclude them.

HAVING spent three days at the Financial Planning Association (FPA) confer - ence in Brisbane last week, it is probably appropriate for me to report on the state of the nation, insofar as financial planners are cFinancial Planning Association (FPA) confer - ence in Brisbane last week, it is probably appropriate for me to report on the state of the nation, insofar as financial planners are cfinancial planners are concerned.

You should also regularly update them on any changes to your financial situation, or any plans that might be costly such as office renovations.

Working with your financial quarterback, develop your new investment business plan (known as an investment policy statement) for the immediate deployment of the transaction's proceeds and for long - term management of investment capital.

The Trump administration plans on meeting with officials from Qatar as early as this week and is planning to meet with officials from the United Arab Emirates to seek financial transparency, and using commercial loan terms, said a person briefed on the matter.

EA's plans to sell in - game upgrades for real money, in randomized packages known in the industry as «loot boxes» or «loot crates,» produced a massive outcry last Fall, severely damaging the game's financial performance.

Deficit will be President Donald Trump's legacy, financial strategists are warning as the U.S. budget expands to accommodate the government's spending plan.

As few as 35 percent of financial planners have a succession plan in placAs few as 35 percent of financial planners have a succession plan in placas 35 percent of financial planners have a succession plan in place.

While 72 % of Canadians surveyed identified retirement saving as their highest financial priority, many believed they would need to replace only 60 % of their income after retirement, short of the 75 - 85 % generally assumed by planning professionals.

«What I've made clear to my EU counterparts in relation to financial contribution is what I set out in my Florence (Italy) speech, which is that I've said nobody need be concerned for the current budget plan that they would have to pay more or receive less as a result of the U.K. leaving and that we will honor the commitments we have made during our membership,» May told reporters.

Common business and professional planning topics revolve around sales growth, financial management, marketing approaches and ongoing education but, since connections and relationship building is a common denominator of success in most businesses, you should be just as intentional with your «new relationships plan».

We plan to track the value, as well as other pieces in their collection, to determine if donating any of them in the future makes financial sense.

In a report released last month, GAO concluded that the offers it received «did not compare favorably with other financial products or offerings, such as loans and lump - sum options through pension plans.»

Since those investors are just looking for the highest returns, and not say buying bonds their financial advisor told them they needed bonds as part of their retirement planning, they are more likely to jump when rates rise.

The state government has begun the tender process to find a lead financial adviser as it plans to move ahead with divesting a portion of Keystart's loan book to the private sector.

David Meister is planning to step down as head of CFTC enforcement, even as big battles against financial titans have yet to play out.