Sentences with phrase «financial plan at»

An ideal candidate should be proficient in preparation of financial plan at the time of marketing of company.

Reviewing your financial plan at least once a year is a great way to keep your financial goals on track.

It's also a good idea to review a portfolio and financial plan at least once a year.

Ask for a financial plan at a flat fee and decide later where and how you'll make your investments.

At 2 p.m., de Blasio discusses the city's financial plan at the NYS Financial Control Board meeting, governor's office, 633 Third Ave., 38th Floor, Manhattan.

«Your basic car and homeowners» coverage is just a couple of hundred thousand and nobody will sue you for just that — they'll sue you for way more,» said David Mendels, director of financial planning at Creative Financial Concepts in New York.

Carolyn McClanahan, a certified financial planner and founder and director of financial planning at Life Planning Partners, sees opportunities in bonds.

said Jeffrey Levine, CEO and director of financial planning at BluePrint Wealth Alliance in Garden City, New York.

All young people can do is base their options on what the current health - care rules are today, said Carolyn McClanahan, both a certified financial planner and an M.D. «The number one thing young people need to do is continue to scream at the politicians to get some good health legislative policy in place,» said McClanahan, founder and director of financial planning at Life Planning Partners.

Financial advisor Carolyn McClanahan, director of financial planning at Life Planning Partners in Jacksonville, Florida, said the clients who say they don't want to retire often don't want to rein in their spending.

The easiest way to offset that taxable income would be to give that RMD money to charity through a qualified charitable distribution, said Jeffrey Levine, CEO and director of financial planning at BluePrint Wealth Alliance in Garden City, New York.

Secure Your Future: Financial Planning at Any Age (Oasis Press / PSI Research, 800-228-2275, 1994, $ 19.95), by Chuck Tellalian and Walter Rosen, two retirement and estate - planning experts, is about as comprehensive as you can get for the money.

«People spend more time planning for their next vacation than for retirement — a huge mistake,» said Scott Bishop, partner and executive vice president of financial planning at STA Wealth Management in Houston, Texas.

Michael Finke is a professor and coordinator of the doctoral program in personal financial planning at Texas Tech University.

He also instructs others about the topic — Jim has created and taught courses on financial planning at DePaul University and William Rainey Harper Community College.

Over the course of the conference, attendees will sharpen their skills, refine business strategies, implement new techniques and learn how to take a holistic approach to their client's financial plans at every life stage.

«Dismissing variable annuities is like dismissing ETFs or mutual funds,» said Michael Finke, a professor and coordinator of the doctoral program in personal financial planning at Texas Tech University.

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«The strategies for reducing your tax bill for 2017 revolve around claiming all of the deductions and tax credits you legally deserve,» said certified public accountant Debbie J. Freeman, director of financial planning at Peak Financial Advisors in Denver.

«Stocks are for long - term goals, and investors should try not to focus on short - term fluctuations,» said Michael Guillemette, assistant professor of personal financial planning at Texas Tech University, who echoed Stein's advice on diversifying your holdings.

«Talking about our earliest money memories is not common dinner conversation,» says Dr. Sonya Lutter, Ph.D., professor of personal financial planning at Kansas State University.

Kirkland's financial plans at the time make clear that he had spoken more candidly to the outsiders he was courting than to his own trustees.

Dan Keady, director of financial planning at TIAA - CREF, which provides pension plans to many U.S. university employees, recommends a wealth check to estimate how much income is needed to retire.

«People probably spend more time planning their summer vacation than their retirement,» said Scott Bishop, executive vice president of financial planning at STA Wealth Management in Houston.

It's a complicated strategy and in rare circumstances it makes sense, says Ross McShane, director of financial planning at McLarty & Co in Ottawa, but there are some key things you need to consider first.

According to Ross McShane, director of financial planning at McLarty & Co in Ottawa, Hui is smart to save the bulk of his RRSP room for the future.

Because financial planning at this stage involves both a person's emotional state and financial state, many widows are pushed to make unwise decisions, or to make changes before they are ready.

Same answer from Frank Mullen, dean of student financial planning at Dean College.

Benefits: By paying the smaller balances first, you create a reward system that encourages you to keep going, says Melissa Brennan, manager of financial planning at Vogel Financial Advisors in Richardson, Texas.

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Crystal Wong, senior regional manager for financial planning at TD Wealth, says when saving for a first home, she would encourage people to use a regular savings account or a tax - free savings account instead.

Debbie Ammeter, vice-president of advanced financial planning at Investors Group Financial Services in Winnipeg, says you should ease into a discussion of your will gradually.

«GIS does take some creative strategizing,» says Ross McShane, director of financial planning at McLarty and Co..

«I broke some fundamental rules for what was promised to be a brilliant idea,» said French, director of retirement and financial planning at investment firm Edward Jones.

We also got help from Ross McShane, director of financial planning at McLarty and Co..

Susan Brandeis, CFP ® and Director of Financial Planning at Pure Financial shares how to withdraw from your retirement accounts early without the 10 % penalty.

The 25 % cap on pass - through businesses would greatly benefit RIAs directly, since up to 75 % of them are structured as such entities, Paul Auslander, director of financial planning at ProVise Management Group, tells the publication.

Maggie Lowe, director of personal financial planning at the firm, says using the new rules enabled the trustees in a recent case she was involved in to increase the cash equivalent transfer values by 27 %, increasing estimated retirement income for both parties.

Marriage and Financial Planning At Protective, we believe the sooner you set financial goals and have a clear understanding of money management, the stronger your financial future will be.

A life insurance policy can also serve as an effective tool that aids in your financial planning at every stage of your life goal.

«Life insurance cash values can be accessed during the policy owner's lifetime through two ways, loans and withdrawals,» says Jason Silverberg, vice-president of financial planning at Financial Advantage Associates (Rockville, Maryland).

Universal life policies can be broken down into three basic types, according to Jason Silverberg, vice-president of financial planning at Financial Advantage Associates in Rockville, Maryland.

Strategically negotiate contracts and provide recommendations to the Executive Director, and Executive Board to ensure successful budgeting, forecasting and financial planning at year end and tax preparation.

Glenn was selected to present on the topic of post-divorce financial planning at the 2015 Pennsylvania Institute of Certified Public Accountants Divorce Conference.

Not exact matches

Robin Young, an advisor at Northstar Financial Planning in Windham, N.H., is currently working with a couple in their early 40s who are taking extreme measures to plan.

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.

The $ 10 billion cloud storage company hired a new chief financial officer at the beginning of 2015, which signaled to some market observers it was planning an IPO.

Having worked at traditional financial planning firms since 2007, certified financial planner Sophia Bera quit her job in mid-2013 to launch her own company, Gen Y Planning, catering to millennial inplanning firms since 2007, certified financial planner Sophia Bera quit her job in mid-2013 to launch her own company, Gen Y Planning, catering to millennial inPlanning, catering to millennial investors.

In September 2015, the company announced it would suspend operations at CanJet, a charter airline owned by IMP, and explore how to move forward under a different financial plan.