Sentences with phrase «financial planner for»

Death: A Bad Time to Surprise the Kids A reverse mortgage discovered after the fact can come as a surprise, shock or disappointment, suggests Buz Livingston, a financial planner for Livingston Financial Planning in Santa Rosa Beach, Fla..

Hire a financial planner for some personalized advice.

Use a qualified and well - trained accountant or financial planner for financial work.

His current Amazon best - selling books include, Divorce: Think Financially, Not Emotionally ® — What Women Need To Know About Securing Their Financial Future Before, During, And After Divorce, DIVORCE Financial Planner For Women, Volume I and the newly released, A Woman's Guide To Financial Security After Divorce — The Basics: Creating A Solid Foundation.

Discuss with your financial planner for better understanding.

If you require advice or assistance in determining what coverage you may need, you can speak with an independent insurance agent, an attorney, or a financial planner for more valuable advice.

It is not recommended to pursue whole life as a replacement for other investments so we always recommend talking to your financial planner for other options.

Tsige was a licensed Financial Planner for BMO and had received extensive training on privacy and ethical issues arising in the financial services sector.

I currently have 160k in the account and have worked with a financial planner for a couple years.

Ryan Inman, a fee - only financial planner for physicians, also shared some insights into the best ways to deal with your loans, based on his experience working with residents and doctors.

To be clear, you want to pay a financial planner for their advice.

Learn what questions to ask and red flags to look out for to find the right financial planner for you!

«The high levels of debt in this country are very concerning,» said Mark Beyer, a Tampa - based certified financial planner for Edward Jones.

Brent Dickerson, owner and financial planner for Trinity Tax Advisory, jokes that the best way to save on taxes is to earn less income.

«[PAYE is] a type of income - based repayment option where the amount you pay will be based on your discretionary income,» Michael Solari, the certified financial planner for Solari Financial Planning, LLC, explained.

«The online bill pay function saves you from having to write out checks, pay for postage and take the time to mail the check,» says Ryan Inman, a financial planner for physicians.

You can pay a financial planner for an annual review service if you are not confident reviewing your own financial plan, but make sure you are receiving the services you pay for.

«If you have significant debt and are able to lower your overall interest rate, debt consolidation could be a good alternative to get your finances back in order,» said Mark Beyer, a Tampa - based certified financial planner for Edward Jones.

With that much money at stake you should talk to a fee - only financial planner for some advice, and probably an accountant as well.

Pretend that you are a financial planner for families.

So, how do you find the right financial planner for your needs?

I have worked as a CPA and Certified Financial Planner for over twenty years.

One - quarter of women and one - fifth of men in the sample reported using a financial planner for saving and investment decisions, but the advice given to women may not be in their best interest.

In August 2013, the Financial Industry Regulatory Agency fined Morton $ 5,000 and suspended him from working as a financial planner for six months.

«[PAYE is] a type of income - based repayment option where the amount you pay will be based on your discretionary income,» Michael Solari, the certified financial planner for Solari Financial Planning, LLC, explained.

Because each individual's situation is different, the reader should consider working with a Financial Planner for their specific financial needs.

If you make too much to contribute directly to a Roth IRA, «you may have other options,» says Levi Sanchez, a virtual financial planner for millennials and cofounder of Millennial Wealth, Seattle, Wash. «Check to see if your employer offer's a Roth 401 (k) provision, or consider a «backdoor» Roth IRA conversion.»

«Prepayment is especially valuable if you believe your business may grow soon, and you may need a larger line of credit,» says Jeanne Brutman, a New York - based financial planner for small - business owners.

He's referring here to his wife Betsy, a financial planner for years, a remarkable partner and supporter, and by some accounts, the unsung hero of the Bulleit success story.

Matthew Murawski, a financial planner for Goodstein Wealth Management, says you can start your plan at any age, but the sooner the better.

Most people go to financial planners for advice on how to manage investments and save for retirement, but a new trend in money management is challenging investors to take a more holistic view of their money.

Financial planners for Millennials often charge on a per hour basis as well if you have an investment question.

We have clients that contact us on a regular basis to take out their home equity at low rates, and then invest with their financial planners for higher returns where they can get up to 8 % or more.

Typically used by financial planners for reporting convenience.

Betterment Premium, for example, offers unlimited consultations with certified financial planners for a $ 100,000 investment minimum and charges 0.50 % in annual fees.

See suggestions from financial planners for kickstarting an emergency fund and keeping it safe from all the other money needs you may have.

You'll also get both Goals - Only Financial Planners for free (but it's not automatic, so you'll need to ask).

Not exact matches

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.

Davidson recommends looking for an adviser with at least 10 years of experience in financial planning and who has a CFP (certified financial planner) designation, which is considered the «gold standard» for financial planning.

Many financial planners are doing a poor job at, well, planning — both for the future of their own firms and in grooming the next generation of advisors.

Although all states now have «no fault» divorce proceedings, some jurisdictions still take into account the grounds for divorce when dividing assets, said Justin Reckers, a certified financial planner, divorce financial analyst and CEO of WellSpring Divorce Advisors.

A succession plan is a two - sided coin: ensuring business continuity for existing clients at owners» firms, and training the next generation of young financial planners.

For instance, if you're seeking help with a broad range of financial issues, ranging from how to invest or fine - tune your tax planning to choosing the right amount of life or disability insurance or ensuring that your estate plan matches your desires, I would say that your best bet is to find a certified financial planner.

A certified financial planner, certified fund specialist and chartered financial consultant with more than 30 years» experience, Carson authored «Tested in the Trenches» and co-authored The New York Times best - seller «Avalanche: The 9 Principles for Uncovering True Wealth.»

Kirbyjon Caldwell — who served as spiritual adviser to presidents George W. Bush and Barack Obama — and disgraced financial planner Gregory Smith have been charged for fraud.

Back in 1994 a financial planner named Bill Bengen read an article in a popular financial magazine claiming that the «safe withdrawal rate» for a retiree was 6 percent.

Bell was hired as a senior vice-president of sales and syndication, which involved co-ordinating meetings for O'Leary, assisting in raising funds and building relationships with brokers and financial planners.

The XY Planning Network would be a good place to look for a financial planner focused on people in this stage of life.

Amy Hubble, a certified financial planner, said HSAs can be a powerful retirement - savings vehicle for younger people and those without children, who typically don't have big medical expenses and are able to let their balances compound over long periods.

It's important to conduct independent research and speak with a financial planner before applying for a loan with any financial institution.