Sentences with phrase «financial planning question»

The answer to your question is more a financial planning question.

@Philipp It may have been intended as a financial planning question, but it may have been intended as a rhetorical question to point out that the proposed HC reform doesn't help the neediest, rather it provides more benefit the more taxable income one has to shelter through an HSA.

The Globe «s Tim Cestnick addresses a thorny financial planning question: What happens to an RESP if the subscriber (that is, the person who set it up) dies before the money is used?

It boils down to an important financial planning question.

If you don't find the answer to your financial planning question on this page don't hesitate to contact us using our contact form, or by giving us a call at 804-557-0903.

Independent, objective advice for clients with specific financial planning questions.

The human touch and outreach to potential customers is also the idea behind the company's «Lunch and Learn» program, where Wealthsimple will host an in - person session at your company to teach the fundamentals of investing and answer financial planning questions.

Unfortunately, those studies are not very helpful for real financial planning questions.

It also provides financial advisors who can help investors with a range of financial planning questions.

Retirement Budgeting Issues to Consider Certified Financial Planning Questions to Ask Q&A: The Right Plan for You

Not exact matches

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.

Which begs the question of when and how to start some financial planning — and possibly becoming wealthy a little later in life.

«We ask questions to look into what people are really planning for — in retirement and today,» says Justin Krane, president of Krane Financial Solutions in Los Angeles.

The comprehensive checklist of questions runs the gamut from financing issues to tax planning, salary and benefits topics, and even personal financial planning.

And to elevate the notion of financial planning beyond the abstract, we invited an expert to dissect and redirect the finances of Mark Moerdler and Galina Datskovsky, an entrepreneurial couple with plenty of questions about how to translate their company's fast growth into the achievement of their family's financial ambitions.

Ingenious businesspeople are no longer using these programs just to answer «what if» questions for budgeting or other kinds of financial planning.

My favorite reply so far to the question of how one achieves work - life balance comes from Brittney Castro, the Millennial founder of a Los Angeles - based financial planning firm called Financially Wise Women.

Included in both plans is the ability to message a financial question to Betterment's financial experts.

As the lender, you'll review the business plan and financial projections of the new owner as well as be able to ask him or her detailed questions about their plans for new operations.

[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

Records reveal AggregateIQ and SCL Group's plan to influence politics in Trinidad and Tobago, Globe and Mail Ontario budget proposes grants and tax credits, but no corporate tax cut to keep up with Trump, Financial Post Man paralyzed in mosque shooting says questions remain after guilty plea, Canadian Press

Carl Richards, a certified financial planner, recently suggested asking yourself a different question: Does Bitcoin fit into my investment plan?

Feel free to come prepared with questions or examples of ways that you feel financial planning is magic.

If you have very targeted financial questions or are early in your career, hourly financial planning may be an efficient and effective option.

I have 2 questions: 1) How does the recent announcement of plans to open up the Chinese financial economy to foreign firms change the equation of «control» by the Chinese government 2) How do you envision the scenario where we reach maximum debt capacity and a transition into a low growth scenario?

DOL notes that like the FAQs issued on Oct. 27 on the Prohibited Transaction Exemptions, the FAQ for advisors focuses particularly on specific technical questions raised by financial service providers, and it is limited to investment advice concerning plans covered under the Employee Retirement Income Security Act, IRAs and other plans covered by Section 4975 (e)(1) of the Internal Revenue Code.

There is no question the Fiduciary Rule will hurt the bottom line for many financial service companies that profit from conflicted retirement plan investment advice — possibly reducing their revenue by as much as $ 17 billion per year!

Vanguard has quickly added in the neighborhood of $ 20 billion to their hybrid robo - advisor service that gives their clients the opportunity to talk to a financial advisor when they have planning questions in addition to an asset allocation service.

More than one third of the future Social Security beneficiaries (ages 45 - 64) questioned in a recent AARP ® / Financial Planning Association ® (FPA ®) survey * expect their benefit to make up more than half of their retirement income.

Questions of good advice and financial planning are timely.

In addition, ask these questions as well to see if the loan you're planning to take will make financial sense in your situation:

Our Services and Fees Whether you need a comprehensive financial plan or just have questions about educational planning, retirement readiness, or when to take Social Security benefits (or other issues), Safe Harbor offers the right level of services that you need now at a reasonable cost.

Adjust your financial plans after a separation or divorce, learn how to find an advisor who can help during this situation and what questions you should ask when meeting an advisor for the first time.

What should an advisor who delivers investment - only management and no financial plan, no ongoing service, no guidance, nothing except for an annual statement, online access and a phone number to call in case of questions charge their clients?

whether for the right or wrong reasons, our leader chose to stay on when things took a turn of sorts... a new owner arrived on the scene, plans for a new stadium emerged and Wenger became the bearer of bad news... he sold us on a new story, one that required patience on our parts... financial constraints were the order of the day, so that the enormous sums spent on the new venue could be recouped... although some would question the validity of such claims, why wouldn't they believe their faithful leader... according to those within the hierarchy, the future never looked so bright, as this new home would ensure our place among the elites for years to come... as we all know now these claims were a well constructed fabrication and so those who feel they were duped in the process are infuriated and rightly so... the fact that this club and it's manager have continually misled the fans, especially following Gazidis's claims about our financial liquidity, simply rubbed more salt in an already gaping wound... this surely isn't how you treat your «family», especially when they supported you through the supposed «lean» years... it was a dirty trick played by Kroenke but the fact is was orchestrated by Wenger himself hurt the most... as for those in the media, many of whom are former players or longtime pundits, who observed the early years firsthand, saw this as the perfect opportunity to vent the anger they felt towards this pretentious man once and for all... all in all, karma's a bitch

Time for some brutal honesty... this team, as it stands, is in no better position to compete next season than they were 12 months ago, minus the fact that some fans have been easily snowed by the acquisition of Lacazette, the free transfer LB and the release of Sanogo... if you look at the facts carefully you will see a team that still has far more questions than answers... to better show what I mean by this statement I will briefly discuss the current state of affairs on a position - by - position basis... in goal we have 4 potential candidates, but in reality we have only 1 option with any real future and somehow he's the only one we have actively tried to get rid of for years because he and his father were a little too involved on social media and he got caught smoking (funny how people still defend Wiltshire under the same and far worse circumstances)... you would think we would want to keep any goaltender that Juventus had interest in, as they seem to have a pretty good history when it comes to that position... as far as the defenders on our current roster there are only a few individuals whom have the skill and / or youth worthy of our time and / or investment, as such we should get rid of anyone who doesn't meet those simple requirements, which means we should get rid of DeBouchy, Gibbs, Gabriel, Mertz and loan out Chambers to see if last seasons foray with Middlesborough was an anomaly or a prediction of things to come... some fans have lamented wildly about the return of Mertz to the starting lineup due to his FA Cup performance but these sort of pie in the sky meanderings are indicative of what's wrong with this club and it's wishy - washy fan - base... in addition to these moves the club should aggressively pursue the acquisition of dominant and mobile CB to stabilize an all too fragile defensive group that has self - destructed on numerous occasions over the past 5 seasons... moving forward and building on our need to re-establish our once dominant presence throughout the middle of the park we need to target a CDM then do whatever it takes to get that player into the fold without any of the usual nickel and diming we have become famous for (this kind of ruthless haggling has cost us numerous special players and certainly can't help make the player in question feel good about the way their future potential employer feels about them)... in order for us to become dominant again we need to be strong up the middle again from Goalkeeper to CB to DM to ACM to striker, like we did in our most glorious years before and during Wenger's reign... with this in mind, if we want Ozil to be that dominant attacking midfielder we can't keep leaving him exposed to constant ridicule about his lack of defensive prowess and provide him with the proper players in the final third... he was never a good defensive player in Real or with the German National squad and they certainly didn't suffer as a result of his presence on the pitch... as for the rest of the midfield the blame falls squarely in the hands of Wenger and Gazidis, the fact that Ramsey, Ox, Sanchez and even Ozil were allowed to regularly start when none of the aforementioned had more than a year left under contract is criminal for a club of this size and financial might... the fact that we could find money for Walcott and Xhaka, who weren't even guaranteed starters, means that our whole business model needs a complete overhaul... for me it's time to get rid of some serious deadweight, even if it means selling them below what you believe their market value is just to simply right this ship and change the stagnant culture that currently exists... this means saying goodbye to Wiltshire, Elneny, Carzola, Walcott and Ramsey... everyone, minus Elneny, have spent just as much time on the training table as on the field of play, which would be manageable if they weren't so inconsistent from a performance standpoint (excluding Carzola, who is like the recent version of Rosicky — too bad, both will be deeply missed)... in their places we need to bring in some proven performers with no history of injuries... up front, although I do like the possibilities that a player like Lacazette presents, the fact that we had to wait so many years to acquire some true quality at the striker position falls once again squarely at the feet of Wenger... this issue highlights the ultimate scam being perpetrated by this club since the arrival of Kroenke: pretend your a small market club when it comes to making purchases but milk your fans like a big market club when it comes to ticket prices and merchandising... I believe the reason why Wenger hasn't pursued someone of Henry's quality, minus a fairly inexpensive RVP, was that he knew that they would demand players of a similar ilk to be brought on board and that wasn't possible when the business model was that of a «selling» club... does it really make sense that we could only make a cheeky bid for Suarez, or that we couldn't get Higuain over the line when he was being offered up for half the price he eventually went to Juve for, or that we've only paid any interest to strikers who were clearly not going to press their current teams to let them go to Arsenal like Benzema or Cavani... just part of the facade that finally came crashing down when Sanchez finally called their bluff... the fact remains that no one wants to win more than Sanchez, including Wenger, and although I don't agree with everything that he has done off the field, I would much rather have Alexis front and center than a manager who has clearly bought into the Kroenke model in large part due to the fact that his enormous ego suggests that only he could accomplish great things without breaking the bank... unfortunately that isn't possible anymore as the game has changed quite dramatically in the last 15 years, which has left a largely complacent and complicit Wenger on the outside looking in... so don't blame those players who demanded more and were left wanting... don't blame those fans who have tried desperately to raise awareness for several years when cracks began to appear... place the blame at the feet of those who were well aware all along of the potential pitfalls of just such a plan but continued to follow it even when it was no longer a financial necessity, like it ever really was...

The deal has raised questions as to how PSG plan to meet UEFA's financial fair play requirements, and French newspaper L'Equipe has reported that the Ligue 1 side may need to raise up to $ 70m from player sales to avoid sanctions.

Marriage plans reach beyond the financial into questions of what you want from your spouse as a partner, as a friend, as a co-parent, what you're seeking from the marriage emotionally, physically, even professionally.

Adams» testimony also questioned the proposed elimination of the current $ 1 million cap on corporate franchise tax liability based on taxpayer's in - state capital and plans to establish a «financial nexus» for out - of - state credit card operations where no physical in - state nexus exists.

Questions during the post-speech «gaggle» included the cost of a special election, his reaction to a New York Republican Party 50 Shades of Grey parody of Bill de Blasio and Al Sharpton, Rudy Giuliani's recent comments about Barack Obama, the expected Republican candidate in the 11th Congressional District special election, state legislature financial disclosure forms, the refusal of Port Authority commissioners to accede to Cuomo and Chris Christie's request to resign, his planned trip to Cuba, congestion pricing, and UFT comments asserting that the governor has shortchanged New York City schools by $ 2.5 billion.

The County Executive's 2017 - 2020 Revised Erie County Four Year Financial Plan has our Legislature Majority Caucus questioning its financial decision - makiFinancial Plan has our Legislature Majority Caucus questioning its financial decision - makifinancial decision - making ideas.

He also questioned the financial plan for BQX's estimated cost of $ 2.5 billion.

The press regulator — called Ipso — is not supported by the Guardian, the Independent or the Financial Times, raising the question of what those three outlets plan to do.

Chris Churchill: The Republican tax reform plan comes with a hidden question: How generous will Americans be when there is no financial incentive to give?

Question topics included financial incentives given by the City to Altronix (which hosted the Mayor for a visit just before the press conference), whether the mayor has concerns about offering such incentives, whether his jobs task force will work with local communities, whether his affordable housing plan conflicts with his plan to enable more manufacturing in the city, what a base livable minimum wage is, whether the mayor is concerned about the possibility that Republicans may control the U.S. Senate next year, whether NY State has done enough to assist NYC in obtaining hazard mitigation money from the federal government, the Mayor's views on items sold at the September 11th Museum gift shop and what the first «tangible» product of the task force will be.

«There are still unanswered questions about de Blasio's plan to fix New York City's 91 failing schools and the city's commitment — both financial and otherwise — to the students who attend those schools,» wrote Flanagan.

, I worked the floor with venue managers, observed the teams on the line in the kitchen and spent countless hours with our partners and GMs asking questions, reviewing sales and financial documents, uncovering strengths and weaknesses and planning out my strategy.

Additionally, visitors to the site can view a financial calendar to stay on track with the college admissions process, frequently asked questions about careers, planning, choosing your college, applying, paying and jobs, and an English - Spanish glossary of standard terms relating to student financial aid and postsecondary education.

This question should only be addressed as part of a much wider financial plan that includes an analysis of your own circumstances as well as that of your children and / or grandchildren.

Gibb was questioned as part of the committee's inquiry into plans for a new national funding formula, but the focus of the hearing quickly became the general financial health of schools.