Sentences with phrase «financial planning purposes»

As a result, these forward - looking statements should not be used for financial planning purposes.

It is the flexibility of a VUL that makes it useful for a variety of different financial planning purposes, and for both personal and business applications.

The annual rate calculator can be very useful for personal financial planning purposes.

As a result, these forward - looking statements should not be used for financial planning purposes.

Whilst we can't know the future of course, for financial planning purposes the probability is that life expectancy on average will increase in the future as medicine advances to cure or limit the big killers (cancer, cardiovascular disease etc).

Management believes non-GAAP information is useful for investors, when considered in conjunction with Gilead's GAAP financial information, because management uses such information internally for its operating, budgeting and financial planning purposes.

Not exact matches

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

If you're using your business plan as a document for financial purposes, explain why the added equity or debt money is going to make your business more profitable.

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.

He argues that everyone uses money for different purposes — from facilitating adventure to serving their community to supporting their family — yet most financial planning assumes clients have one of two possible goals: preparing for retirement or accumulating more possessions.

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.

However, given the uncertainties caused by the financial crisis, the Harper Government introduced the «risk adjustment factor» in its October 2010 Update of Economic and Fiscal Projections, whereby the average of the private sector economic forecasts for nominal GDP was adjusted downwards for fiscal planning purposes.

The purpose of this site is limited to the dissemination of information and is not intended to be a solicitation or offer to sell investment advisory or financial planning services in states where Wealth Logic, LLC is not currently authorized to do so.

Track and export your business checking and business credit card transactions for business purposes and financial planning.

Advisory: An Advisory Committee may be formed on an ad hoc basis when purposes arise and may consist of advisors including the Tompkins County Administrator, Tompkins County Chief Financial Officer, and the Tompkins County Commissioner of Planning.

The second loan agreement of 13 million euros (approximately 56 million Ghana cedis) will increase the performance of the Ghana Audit Service (GAS) to ensure that all financial resources are fully spent for the purpose of planned programs and development activities.

Financial planning is a process and not a product, therefore, sales are not our purpose.

(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.

The Letter of Interest must (i) describe the project and the location, purpose, and cost of the project, (ii) outline the proposed financial plan, including the requested credit assistance and the proposed obligor, (iii) provide a status of environmental review, and (iv) provide information regarding satisfaction of other eligibility requirements of the TIFIA credit program.

«I would not necessarily recommend increasing your coverage for the sole purpose of safeguarding against lightning strikes,» says Hank Wilson owner of Wilson Insurance & Financial Planning (www.wilsoninsurance.net).

Certainly, many baby boomers felt TFSAs were too little and too late for their purposes, although they would look with a certain amount of envy at millennials and young investors with a 40 - year investing time horizon ahead of them — indeed, many financial gurus have calculated that merely by maxing out TFSA contributions over such a time frame, that alone would be sufficient to ensure a comfortable retirement: no RRSP or employer pension plan contributions necessary!

A financial plan is simply anything that you do for the purpose of getting some kind of material gain.

: Yes, family trusts and corporations are built into the family financial plan as author Chris Clarke shows how you can use best business practices to shape leaders and transform your family into an effective team with a common financial and charitable purpose.

Moreover, as I mentioned in my financial goals for 2017, my current plan is to save a minimum of 10 % of my salary strictly for investment purposes.

«The purpose of financial planning, at its purest level, is to generate a plan that will grow a nest egg of money that you can use to pay off all of your debt obligations and support you indefinitely without you having to work,» says Grimes.

In contrast, a 529 plan will be considered for financial aid eligibility purposes.

The main purpose of a financial advisor is to help clients in the planning and arranging of their financial affairs.

This information is general in nature, is provided for educational purposes only, and should not be interpreted as accounting, financial planning, investment, legal or tax advice or relied on for any decisions you may make.

, you'll learn that I often weave in «harder» financial / investment articles along with the «softer» articles about retirement planning (Purpose, anyone?).

Financial planning is a process and not a product, therefore, sales are not our purpose.

Repayment plans are chosen during your student loan exit counseling session and the purpose of this is to help you decide the best repayment option for you and your financial situation.

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.

An investment in The Fund may therefore not be suitable for investors seeking a regular income stream for financial or tax planning purposes.

The content presented on our website is for informational purposes only, and is not, and must not be, considered investment, legal, accounting or financial planning advice, nor a recommendation as to a specific course of action.

Craig Ford presents Please Don't Let Your Bank Make Your Financial Decisions posted at Money Help For Christians, saying, «Plan your finances with purpose, not by default.»

The purpose of a financial plan is to help you to better understand where you are now and help you to reach your goals in the future.

For college - financial aid purposes, the plans are typically considered a parental asset, which means their impact on aid eligibility is far less than if they were deemed the student's asset.

Analyzing cardholders» spending habits and debt for purposes of assessing their present financial status Teaching debtors how to rebuild credit and establish a positive credit score Creating a debt - elimination plan to enable borrowers to attain their financial objectives Negotiating lower payments and interest rates on behalf of their clients Supplying a multitude of calculators as an aid for debt analysis Furnishing financial educational pamphlets

And that's why many believe a zero - sum budget is the ideal financial plan for most hard - working families; nothing is wasted and every dollar has a purpose.

Creating your financial plan and writing it out — purpose, goals and strategy can hugely increase your odds of actually achieving what you set out to do.

Sophia Bera, a CFP and founder of financial advisory firm Gen Y Planning, had this to say about withdrawing money from a Roth IRA,» if an emergency comes up, you can actually take out the money from your Roth IRA and use it for any purpose.»

* Calculator is for estimation purposes only, and is not financial planning or advice.

Posted in: budgeting, education expenses, employer plan, financial aid, investing, IRA, purpose, qrp, reader questions.

Together, we'll work side - by - side, pouring over your finances, to develop a Purpose - Filled Financial Plan that puts you on a path to Financial Success!

Because of that, permanent life insurance policies are often used as financial planning tools that can serve many more purposes than just simply paying out a death benefit.

We use your financial plan to illustrate the purpose of each account, and show you how certain investments will be best aligned to that purpose.

CPAs may help you with management issues in your company (as controller or chief financial officer) audit your financial statements for loan purposes (auditor), or help you with tax planning.

Some hedge funds and pension plans reportedly like the risk profile of life settlements, since they are largely uncorrelated with financial market risks (except for securities placed in special purpose vehicles).

We recommend that you consult your estate planning attorney for purposes of drafting your will and for advice on the type of bequest that best fits your financial and tax situation.

Financial planning is a process and not a product, therefore, sales are not our purpose.