Sentences with phrase «financial planning decisions»

(For more, see: 5 Financial Planning Decisions You Won't Regret.)

Yet there's much you can do to streamline one of the most difficult financial planning decisions of your life.

Prenuptial Agreements may be challenged as invalid and considered coerced if they are signed less than 30 days before the wedding, so be sure that you and your significant other have ample time to discuss your financial planning decisions before you tie the knot.

Learning more about Social Security benefits can help you make more effective financial planning decisions, and help you maximize your social security income.

Britt, along with his wife Jen have two children (Samantha and Tommy), and are passionate about helping people make wise financial planning decisions.

Roger Young, a senior financial planner at T. Rowe Price, says, «The U.S. tax reform measure could have wide - reaching effects on financial planning decisions for millions of Americans in 2018.

(For related reading, see: 5 Financial Planning Decisions You Won't Regret.)

That's more of a financial planning decision.

Not exact matches

Even if they are, oftentimes purchasing decisions need to be vetted through planning, financial, or executive committees.

For most people, the broader perspective offered by the financial - planning approach — with its emphasis on integrated decision - making — is what's called for.

Management uses these non-GAAP financial measures in making financial, operating and planning decisions and in evaluating the company's performance.

The company identifies these based on how management views the company's business; makes financial, operating and planning decisions; and evaluates the company's ongoing performance.

Consequently, management uses these non-GAAP financial measures as indicators of the company's business performance, as well as for operational planning and decision making purposes.

Beyond those basics, you'll get approved more readily and with better terms if you give the banks precisely what they need to make a decision: tax returns and audited (if possible) financial statements (P&L, balance sheets and cash flow) for the year to date and the previous three years; monthly statements for the previous 12 months; a business plan explaining what you do, how you do it and why your company would be a good risk; a detailed projection showing how you will generate the funds to pay down the line; and a backup plan (collateral) to repay the bank if the projections don't pan out.

«The Social Security decision is driven in many, many ways by life expectancy,» said David Freitag, a financial planning consultant and Social Security expert at MassMutual.

To help you make stock - plan decisions, the NCEO offers its Employee Ownership Reader (510-272-9461, 1993, $ 25), which includes articles on assessing the feasibility of an ESOP, weighing non-ESOP employee - ownership alternatives, legal and financial considerations, and successful case studies.

Also include in your estate planning a financial power of attorney, health power of attorney and advance medical directive, so you know that someone you've designated will have a say in what happens (or you'll have left directions) in case a debilitating issue prevents you from making decisions for yourself.

Talk through retirement and business - planning decisions with a financial consultant and tax advisor.

LONDON — British financial group Standard Life said Thursday it is drawing contingency plans to move some of its operations out of Scotland in the event it votes for independence — a decision certain to stoke debate about the fate of business after the Sept. 18 ballot.

I know the point of working with a financial advisor is to have them help you with all of the difficult and complex decisions involved with retirement planning, but if you're not careful, that could potentially cost you hundreds of thousands of dollars.

Always consult your own legal, tax, or investment advisor before making any investment, tax, estate, or financial planning considerations or decisions.

Financial plans should be open - ended because there will always be corrective actions, updates, changes in strategy, or difficult decisions that have to be made.

We provide institutional - quality investment services, directly connected to your financial plan and in line with strategic benchmarks... as a truly independent advisor, our investment decisions are made purely in your best interests.

A comprehensive plan serves as a blueprint for financial decision - making, so it makes a great place to focus at the start of a new client relationship.

Always consult your own legal, tax or investment advisor before making any investment / tax / estate / financial planning considerations or decisions.

The Fixed Income Analysis tool is designed for educational purposes only and you should not rely on it as the primary basis for your investment, financial or tax planning decisions.

«This year's Advanced PFP Conference will cover the impact that changes to tax law are having on retirement planning, investment decisions, insurance / risk management solutions and estate plans,» said Andrea Millar, CPA / PFS, AICPA director of personal financial planning.

As an overlay on Collaborative PBM Cloud ™, AdvanceESM ™ (Enterprise Service Manager) extracts and consolidates information across all departments of the PBM, providing plan sponsors with a 360 ° view enhancing critical health / financial decision - making resulting in best outcomes.

Here is where a financial advisor can help to take the emotion out of investment decision making, and help an investor stick to their plan.

Through Matter's integration of these activities, you are better positioned to understand your financial world more clearly and make thoughtful and informed decisions about your future plans.

Because ultimately, financial planning is about setting goals and achieving them by making smart decisions with your money.

A financial plan that helps you track your money, make informed spending decisions, and plan for your financial goals.

As Canadians review their financial plans and make investment decisions ahead of the RRSP deadline, they lack awareness of a solution to help them plan for retirement...

We believe in making financial planning clear and simple, because we want you to be confident about the decisions you make — next week, next year, and beyond.

Starting a business involves planning, making key financial decisions and completing a series of legal activities.

In addition, the SSA recommends before making your decision when to retire that you calculate your future Social Security benefits, and review your retirement plan, and consider you financial needs and obligations.

Bernstein puts sophisticated planning tools and expert advice to work for individuals, families and smaller institutions, in order to help them make well - informed financial decisions and achieve their goals, despite the uncertainties of the market.

The decision has more to do with your financial planning than it does with constantly fluctuating market conditions.

Your financial capital, potential investors, credit standing, business plan, tax situation, the tax situation of your investors, and the type of business you plan to start all have an impact on that decision.

We place significant emphasis on educating plan participants, so they can be better equipped when making retirement and other financial wellness decisions.

Management uses certain of these non-GAAP measures, including Adjusted EBITDA and segment Adjusted EBITDA, as key metrics in the evaluation of underlying Company and segment performance, in making financial, operating and planning decisions and, in part, in the determination of cash bonuses for its executive officers and employees.

Fiserv offers integrated, front - to - back wealth management solutions to help your firm deliver on goals - based wealth management the promise of the unified managed household (UMH)-- a single view of total assets and liabilities for each customer household, actionable data for optimal financial planning and decisions, and all the automation for portfolio construction, trade execution and rebalancing, portfolio accounting, performance calculation and reporting.

Do investors in the current financial market have the same reverence for the market mountain and a solid game plan for decision making when financial market weather conditions change?

In that sense, an advisor's ability to keep their client stick to their long - term financial plan, and thereby skirt irrational, emotional decisions, is worth 2.0 %.

Her expertise is in strategic financial planning, decision support, operations management and change management.

«Even when investors choose not to include their financial advisor in plans regarding asset transfer and eventual wealth distribution, there are ways advisors can assist investors with their financial futures,» said Spectrem president George H. Walper Jr. «Almost every decision an investor makes and an advisor considers has some ramifications on the investor's future.»

But here, too, there is little that is actually new, although there is detail that confirms what shrewder observers of Vatican life pieced together after the events of early 2013: that Benedict XVI's poorly - planned 2012 visit to Mexico and Cuba convinced him that he could no longer travel; that he believed the Pope must be present at World Youth Day 2013 in Brazil, a conviction that became the terminus ad quem driving the timing of the abdication and what immediately preceded it; and that, contrary to speculations that have become more lurid over time, Benedict's concern about his increasingly frailty, which fuelled his concern that he would be increasingly unable to give the Church what she deserved from a pope, was the sole motive behind his decision to renounce the Oice of Peter — not Vatileaks, not concerns about financial and other corruptions inside the Leonine Wall, not blackmail.

Black believes, however, that Dairy Crest would not have taken the decision to delay its planned price cut if it was not already under such «financial duress.»

Mr Olson later told The Australian Financial Review there were no plans to relocate manufacturing out of Australia but warned the issue would impact future investment decisions.

Financial Planning Before Pregnancy Making the decision to return to work or be a stay - at - home mom after your baby's...