Sentences with phrase «financial planning matters»

Visit this center for ideas to help your clients with complex financial planning matters such as efficient wealth transfer, tax and inflation risk, and sustainable income in retirement.

Ken Berry, Esq., is a nationally - known writer and editor specializing in tax and financial planning matters.

Not exact matches

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.

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.

A business plan can also be used by any business — no matter what industry, location, or size — to formalize a set of business goals and outline the operational and financial strategy for meeting those goals.

TOKYO, April 10 (Reuters)- Mitsubishi UFJ Financial Group (MUFG) plans to book a charge of 50 billion yen ($ 470 million) for the year ended March, as it closes or merges unprofitable domestic branches to cut costs, two people with knowledge of the matter told Reuters.

But almost no financial matter is too big or small to discuss, says Angela Furubotten - LaRosee, a certified financial planner with Avea Financial Planning in Richland, Wafinancial matter is too big or small to discuss, says Angela Furubotten - LaRosee, a certified financial planner with Avea Financial Planning in Richland, Wafinancial planner with Avea Financial Planning in Richland, WaFinancial Planning in Richland, Washington.

It's about having a solid investment plan with sound financial goals and sticking with it no matter whether markets go up or down.

[42:14] Tony explains the questions to ask an advisor, to ensure they're truly on your side [42:28] 60 % of people surveyed today say they believe their financial advisor is putting the company interests above their own — it's actually worse than they believe [42:45] Why Tony has chosen to support Peter and his firm, Creative Planning [43:33] How you can get a second opinion from Peter's firm, Creative Planning, through their website (www.GetASecondOpinion.com)-- it doesn't matter how much or little you have, they'll give you feedback [44:00] Tony's biggest challenge when writing his first book, and how it brought him to Peter Mallouk [44:30] Peter explains the process Creative Planning went through to open their services to people at the $ 100,000 level, and how offering this extensive range of services to people at this level is unprecedented

Planning Matters articles are authored by external subject matter experts on a range of personal financial planningPlanning Matters articles are authored by external subject matter experts on a range of personal financial planningplanning topics.

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.

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As Financial Planning Evangelists, we believe this distinction matters and the reality is that a lot of financial advice is masqueraded as financial Financial Planning Evangelists, we believe this distinction matters and the reality is that a lot of financial advice is masqueraded as financial pPlanning Evangelists, we believe this distinction matters and the reality is that a lot of financial advice is masqueraded as financial financial advice is masqueraded as financial financial planningplanning.

AARP: Retirement Planning CFA Institute: Retirement Security Choose to Save: Ballpark E$ timate ® Edelman Financial Services LLC: Retirement & Estate Planning Financial Mentor ®: Retirement Calculators How to Save Money for Retirement (retirement savings guide) IRS: Adding Automatic Enrollment to Section 401 (k) Plans — Sample Amendments IRS: Changes in Your Life May Affect Retirement Planning IRS: Help with Choosing a Retirement Plan NEFE Financial Workshop Kits Retirement Series Preparing for Retirement from DOL Save it Like You Mean It: The (Non-Scary) Guide to Retirement Planning Saving Matters from DOL U.S. Department of Labor: Taking the Mystery Out of Retirement Planning WISER: What Women Need to Know About Retirement

Because what really matters is growth in purchasing power, the real rate of return is an important concept to understand and figure into your financial planning.

The reason commercial investment firms and commercial banks all over the world, no matter if they are located in Cologne, Madrid, Reykjavik, Buenos Aires, New York, London, Wellington, Melbourne, Toronto, Vancouver, Montreal, Shanghai, Kunming, Hong Kong, Singapore, or Nairobi try to convince all clients to embrace diversification strategy as an essential part of their wealth building plan is not because it actually works, but because it covers up the weaknesses and flaws of an unqualified financial consultant.

Changing family needs impact not only day - to - day money matters but also plans for how to protect loved ones» financial futures.

What matters is the work done to plan your financial life and cut your tax bill.

You can begin planning for baby names, a baby registry, a new will, guardianship, insurance, baby announcements, thank you notes and financial matters.

No need to worry about her budgeting skills either, as she will likely come out of the womb ready to tackle any financial matter with careful planning and management.

IBCoCo meets every two years to set policy and strategic priorities, plan coordinated action, and discuss administrative and financial matters.

It also discusses such practical matters as estate and financial planning fora gifted grandchild.

Downing Street will on Tuesday outline plans for a «rapid review» that will examine ways to guarantee that the House of Commons always has supremacy on financial matters, after the prime minister accused peers of breaking a constitutional convention.

Except for historical information contained in this press release, the matters set forth herein including, but not limited to, any projections of revenues, earnings or other financial items; any statements concerning our plans, strategies and objectives for future operations; and any statements regarding future economic conditions or performance, are forward - looking statements.

Though the issue is not necessarily a fiscal matter for the state's financial plan, Cuomo's decision to include it in the budget provides negotiating leverage for supporters of the issue as they've not seen over the past decade.

Check out Money Matters, our new series on financial planning for early career scientists.

Additionally, the Guangdong - based China Emissions Exchange also plans to roll out its carbon - linked financial products, with several products already under the review of the provincial government, according to a person familiar with the matter.

They have been joined in bringing Inner Fire to launch by Thomas Kavet, an economist and public policy expert, who has assisted with business, planning, construction and financial matters, Dr. Sandy Reider, a Harvard - trained physician who has practiced in Vermont for the past 42 years and Dr. Nelson Kloster, a Vermont psychiatrist who specializes in addiction and drug - withdrawal treatment.

It says that governors should hold the school leadership team to account on financial management matters, as well as prudent budget forecasting and planning.

But New York City's own pension plan doesn't assume this matters enough to affect its financial situation.

Composed of leaders from finance, education, research, legal, nonprofit, and business communities, Committee for Children's Board of Directors serves as the governing body charged with providing oversight and counsel on matters related to the organization's mission, vision, strategic plan, and financial sustainability.

(e) The board shall establish the information needed in an application for the approval of a charter school; provided that the application shall include, but not be limited to, a description of: (i) the mission, purpose, innovation and specialized focus of the proposed charter school; (ii) the innovative methods to be used in the charter school and how they differ from the district or districts from which the charter school is expected to enroll students; (iii) the organization of the school by ages of students or grades to be taught, an estimate of the total enrollment of the school and the district or districts from which the school will enroll students; (iv) the method for admission to the charter school; (v) the educational program, instructional methodology and services to be offered to students, including research on how the proposed program may improve the academic performance of the subgroups listed in the recruitment and retention plan; (vi) the school's capacity to address the particular needs of limited English - proficient students, if applicable, to learn English and learn content matter, including the employment of staff that meets the criteria established by the department; (vii) how the school shall involve parents as partners in the education of their children; (viii) the school governance and bylaws; (ix) a proposed arrangement or contract with an organization that shall manage or operate the school, including any proposed or agreed upon payments to such organization; (x) the financial plan for the operation of the school; (xi) the provision of school facilities and pupil transportation; (xii) the number and qualifications of teachers and administrators to be employed; (xiii) procedures for evaluation and professional development for teachers and administrators; (xiv) a statement of equal educational opportunity which shall state that charter schools shall be open to all students, on a space available basis, and shall not discriminate on the basis of race, color, national origin, creed, sex, gender identity, ethnicity, sexual orientation, mental or physical disability, age, ancestry, athletic performance, special need, proficiency in the English language or academic achievement; (xv) a student recruitment and retention plan, including deliberate, specific strategies the school will use to ensure the provision of equal educational opportunity as stated in clause (xiv) and to attract, enroll and retain a student population that, when compared to students in similar grades in schools from which the charter school is expected to enroll students, contains a comparable academic and demographic profile; and (xvi) plans for disseminating successes and innovations of the charter school to other non-charter public schools.

As an intern, you will have the opportunity to work on a wide variety of matters such as: appropriations, fiscal law and financial management; acquisitions, financial assistance and public private partnerships; innovative financing; real property and asset management; information technology investment and capital planning; employee ethical conduct, conflicts of interest and political activities; equal employment opportunity and other civil rights matters; Federal personnel and employment; and alternative dispute resolution.

These statements are likely to address matters such as the company's future financial condition and performance (including earnings per share, the profitability of Waldenbooks, liquidity, sales, inventory levels and capital expenditures), its cost reduction initiatives and plans for store closings and the expansion of product categories, as well as the timing of the launch of the Borders - branded eBook store and mobile application and the completion of the contemplated transactions with Spring Design and the benefits thereof.

No matter what type of policy you choose, life insurance is an important aspect of planning your finances and protecting the financial future of both you and your loved ones.

Understanding your retirement plan will be the only thing keeping you on track with your plan during a -40 % year, no matter how much you trust your financial planner.

With an action plan and a strategy in place, it may just take you a matter of months to button up your financial picture to qualify.

Jim Yih is a financial educator who chucked his career as an investment adviser to help companies make their employees smarter about pension plans and other money matters.

Work with a licensed Merrill Edge Financial Solutions Advisor ™, who can help you pursue your financial goals and plan for what matters mosFinancial Solutions Advisor ™, who can help you pursue your financial goals and plan for what matters mosfinancial goals and plan for what matters most to you.

Work with a Merrill Edge Financial Solutions Advisor ™, who can help you pursue your financial goals and plan for what matters mosFinancial Solutions Advisor ™, who can help you pursue your financial goals and plan for what matters mosfinancial goals and plan for what matters most to you.

No matter why you choose to rent, it's important to remember to budget Texas renters insurance in your financial plans.

No matter your plans for your golden years, securing your financial future is crucial to making these dreams a reality.

Having the ability to draw cash in a short amount of time should be a cornerstone of any financial plan, no matter what type of investor you are.

At the base of the pyramid are financial plans that should in place no matter what.

You can get a fast, individualized answer to your financial questions as well as direction on financial planning goals for a modest cost — no matter what province you reside in.

Figuring out how to jointly tackle financial matters in terms of budgets, debt, and future plans early on is absolutely essential to any marriage, and will serve you well in the long run.

The financial vehicle to use for a deferred compensation plan is largely a matter of financial advice AND we aren't purposing to serve as a financial advisor in raising this question for this or any other article.

With the right financial planning, we can sleep easier knowing that our child will be taken care of no matter what challenges come our way.

By selecting a first - to - die life insurance plan, you can arrange to provide a stable financial future no matter which partner dies first.

It doesn't matter whether you are digging out from a mountain of debt or planning your exact retirement date — you need to set some financial goals.