Sentences with phrase «financial planning needs»

Levitt acknowledges that a lot of financial planning needs could be filled by the Internet but says, «We're not there yet, because I don't think people are educated to understand the results of what they get.

As a CFP professional focusing on the financial planning needs of divorcing couples, I appreciate receiving referrals from other professionals, especially when it gives me the opportunity to work with another colleague on a particular divorce case.

Life insurance is a very flexible tool that can solve a number of different financial planning needs.

Today, unlike many years ago, life insurance is also being used more and more as a tool for overall financial planning needs.

When considering a final expense life insurance policy with other financial planning needs, these plans can serve as good alternatives for individuals who simply need a way to pay for their funeral and other related costs without disrupting estate assets and other savings or inheritance that is earmarked for their loved ones.

Every policy is backed by the Gerber Life Insurance Company, which has been serving the financial planning needs of families for nearly 50 years.

New York spouses who wish to learn more should research the matter in detail to discover if a postnup is a good fit for their financial planning needs.

So they should have an array of options to choose from to suit their investing and financial planning needs.

All First Republic Bank clients have access to personal bankers to help them not only with their student loan refinancing, but also with any other financial planning needs.

This feature is particularly true for higher - level financial planning needs, such as tax planning or estate planning.

They will help you assess your insurance, investment, estate planning and financial planning needs in an easy, concise way so you are well informed on your own financial situation before you seek out professional advice.

Submit this form, and we'll contact you by the next business day to discuss your financial planning needs.

There are several options, all designed to pinpoint exactly what financial planning needs to be taken care of.

In addition, Wesleyan will be on hand to assist teachers with their personal financial planning needs, from investments and mortgages to loans, retirement planning, savings and insurance.

Her focus includes working with successful individuals to find comprehensive solutions to a broad spectrum of advanced financial planning needs and objectives.

Financial - planning experts Bill Cass and Chris Hennessey weigh in each week with a range of insights about complex financial planning needs.

A CPA with these qualifications can handle both your accounting and financial planning needs.

At McKay Wealth Management Group, we are fiduciaries working in your best interest to service your investment and financial planning needs.

The high level of service you've come to expect should not change, and the same group of experts should continue to serve you for all of your wealth management and financial planning needs.

«They're now starting to get overwhelmed with the number of robo - advisors out there and realizing they're not getting the financial planning they need from them.»

Just like a winning football team needs a good offense along with a good defense, a great financial plan needs to proactively go out there and make you more money, while at the same time preventing big money blunders from ever happening.

It's a tough question to answer because you have to match the right type of advisor who has the right background and qualifications for a specific type of client and a specific type of financial planning need.

Then the Certified Financial Planner program now allows MGP to be used to create the final financial plan needed to graduate.

In fact, 72 % of retired Americans report experiencing at least one financial challenge in retirement.1 To keep up with changes, financial plans need to continue evolving.

To be truly comprehensive, a financial plan needs to have both a detailed tax analysis and an estate planning analysis.

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.

Your deck should address your venture's team, market opportunity, need for the product and its value to the customer, its position relative to the competition, how much capital you'll need to build the company, and a financial plan.

When PJ Wallin needed to hire an employee for his growing financial planning company, Atlas Financial, he looked no further than his fellow coworker, Darlfinancial planning company, Atlas Financial, he looked no further than his fellow coworker, DarlFinancial, he looked no further than his fellow coworker, Darla Keefer.

Financial planning is key, she added: «Give yourself the best possible start by either saving more money than you'll think you need or acquiring sufficient startup funds from the beginning.

But if you also want tax and financial planning advice, or retirement planning advice, you may need to seek someone with different qualifications or background.

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.

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

Answering these questions will be essential to creating your business plan and financial model, to determining your capital needs and applying for a license if you need one.

If you feel you need help developing a savings plan that will keep you on a positive path toward retirement, talk to a fee - based, objective financial advisor.

To get the private sector to come to Europe's rescue in a big way, politicians simply need a «grand plan» that allows for growth and has enough financial backing to inspire confidence «with awe.»

When working with boomers, financial professionals need to change their language from «planning for retirement» to «what are your retirement 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.

What to include: Business plans vary in length — anywhere from 20 to 50 pages — but typically cover the same topics, such as: Cover Page (essential contact information); Executive Summary (what your business does and what market need it solves); Company Overview (profile of company and successes); Industry Analysis (details about the market); Customer Analysis (who are the customers); Competitive Analysis (identify key competitors); Marketing Plan (your brand and how do you plan on getting it in front of customers); Operations Plan (daily and yearly operational processes for success); Management Team (identify key company personnel); and Financial Plans (revenue projections for three to five yeplans vary in length — anywhere from 20 to 50 pages — but typically cover the same topics, such as: Cover Page (essential contact information); Executive Summary (what your business does and what market need it solves); Company Overview (profile of company and successes); Industry Analysis (details about the market); Customer Analysis (who are the customers); Competitive Analysis (identify key competitors); Marketing Plan (your brand and how do you plan on getting it in front of customers); Operations Plan (daily and yearly operational processes for success); Management Team (identify key company personnel); and Financial Plans (revenue projections for three to five yeaPlan (your brand and how do you plan on getting it in front of customers); Operations Plan (daily and yearly operational processes for success); Management Team (identify key company personnel); and Financial Plans (revenue projections for three to five yeaplan on getting it in front of customers); Operations Plan (daily and yearly operational processes for success); Management Team (identify key company personnel); and Financial Plans (revenue projections for three to five yeaPlan (daily and yearly operational processes for success); Management Team (identify key company personnel); and Financial Plans (revenue projections for three to five yePlans (revenue projections for three to five years).

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 Pplanning at Life Planning PPlanning Partners.

«You're never really to young to start or too late to start figuring out when you want to be financially independent and when to create that road map to retirement,» she said, adding that everyone needs a financial plan and a financial planner to help craft it.

Most of us need help with investing and financial planning because it's complicated.

Being an entrepreneur has many payoffs, but small - business owners need a well - constructed financial plan in place to attain these benefits.

Sadiq Khan, the mayor of London, has advocated for the need for more gender - neutral bathrooms in his plans for the financial hub.

As the needs of employees change, employers are beginning to offer non-traditional benefits such as financial planning, online education and career development.

Their sole purpose is to teach you how to write a business plan and to take hard look at your financial needs and prospects.

The part of the plan where you describe your financial needs can be considered your opening bid in this negotiation.

«The No. 1 reason that advisors need to have a plan in place is this: If you have a fiduciary responsibility to your clients, you need to ensure that their financial affairs are attended to the moment you are not able to,» Tibergien said.

The National Association of Female Executives makes women aware of the need to plan for career and financial success.

This includes the business concept, financing needs, marketing plan, financial statements (especially cash flow), income project and balance sheet.