Sentences with phrase «financial professionals say»

Many insurance and financial professionals say that life insurance creates an «instant estate.»

Many financial professionals say that if you're concerned about your children's financial security, you should look to your own first.

Time and time again, financial professionals say if people were smarter about buying coffee, they would have more money to do more meaningful things, like contribute to retirement, take vacations and pay off credit card debt.

Financial professionals say it's all about time and discipline: If you start saving early and you keep at it, building a $ 1 million retirement account is far from an impossible task.

As financial professionals say: this is true in the «long run.»

Not exact matches

Susan Faykus, from Integrated Financial in Austin, Texas, says: «More often than not, when we help business owners exit their existing company, we commonly find they have waited too late to engage legal, business broker and financial strategist professionals that could help them mitigate the heavy tax burden that could have been restructured for philanthropy or their legacFinancial in Austin, Texas, says: «More often than not, when we help business owners exit their existing company, we commonly find they have waited too late to engage legal, business broker and financial strategist professionals that could help them mitigate the heavy tax burden that could have been restructured for philanthropy or their legacfinancial strategist professionals that could help them mitigate the heavy tax burden that could have been restructured for philanthropy or their legacy.»

The bidders had been selected based on their financial capacity as well as their technical and professional competence and their experiences with operating under conditions like the ones in Greenland, the company said.

Investors with a fixed - income allocation in their portfolio should meet with their financial professional to ensure they understand the effect of rising interest rates on their overall portfolio, she said.

«If you live by this standard in your personal and professional life opportunities for financial independence will surface,» he says.

That said, it is important to understand your financial professionals» credentials and the full scope of their activities and affiliations, as well as how they are compensated, to ensure they act in your best interest across all accounts.

«Young people often focus on today's cash flow, ignoring they have the work of their life ahead of them,» says Eleanor Blayney consumer advocate for the CFP Board, a non-profit that qualifies investment professional to become certified financial planners.

Of the 275 CFOs surveyed, 43 % said they are «concerned about losing financial professionals to other job opportunities.»

Any time you make changes to your team of financial professionals, follow the same protocol, he said, to ensure your family knows who to reach out to now, and that that pro has the latest document versions.

All of the financial professionals you work with should know where you keep your original documents, to help in such a circumstance, said Fishkind.

Financial professionals you work with — including your financial advisor, accountant and attorney — should all have copies of your estate documents, said PreFinancial professionals you work with — including your financial advisor, accountant and attorney — should all have copies of your estate documents, said Prefinancial advisor, accountant and attorney — should all have copies of your estate documents, said Prendergast.

Her first year as a professional, she said she was unsponsored and relied on a USATF grant and her parents for financial support.

«It's absolutely a big - time, growing field,» says Frank Murtha, a New York - based psychologist and partner in MarketPsych, a consulting firm that offers training to financial advisers and similar professionals.

In an ongoing dispute over electricity rate changes proposed by the crown corporation last November, the Canadian Office and Professional Employees Union, Local 378, says that BC Hydro is using an accounting slight - of - hand to mask the real financial toll of unrealistically low electricity prices.

«We support a best interest standard and believe that professional financial advisers have a crucial role to play in encouraging retirement saving and investing,» Wells Fargo said in the statement.

A statement issued by the bank said that it will facilitate trades «within the fully regulated framework of the Bank's processes,» and that the offering is «aimed at professional market participants and financial intermediaries.»

Given the «significant changes to retirement saving since the passage of ERISA,» the Coalition said, «it is entirely appropriate for the DOL to reevaluate the 40 year - old - rule defining the fiduciary standard for those financial professionals providing investment advice to retirement savers,» adding that the Coalition urges OMB to complete its review of the rule «in a timely fashion.»

«Given the significant changes to retirement saving since the passage of ERISA, it is entirely appropriate for the DOL to reevaluate the 40 - year - old rule defining the fiduciary standard for those financial professionals providing investment advice to retirement savers,» the FPC said in a statement.

ThinkAdvisor asked Brown on Tuesday how their blogging busy - ness jibes with client portfolio management, and he said their absorption in financial news beats cold calling, seminars and similar activities by other financial professionals.

Now, even a sophisticated investor does not know whether their financial planning professional is an advisor or a broker, and they won't know until the regulation is changed,» she said.

Payroll processor ADP said the job growth was driven by services firms such as retailers, financial services firms, and professional and business services, which includes higher - paying jobs like accountants, engineers and architects.

«It has become increasingly common over the past few decades for insurance producers, like broker - dealers, to recast themselves as financial advisors or retirement planners in order to attract clients seeking objective, professional advice about their retirement and other investments,» the CFA says.

«There is a tremendous opportunity for financial professionals to bridge this education gap about permanent life insurance, particularly for financial professionals who are just beginning to embrace a holistic planning model that addresses all aspects of their client's financial life,» said Jason Wellmann, senior vice president of Life Insurance Sales for Allianz Life.

«No limits — absolutely not,» said James Pollard, a marketing consultant who works with financial services professionals at TheAdvisorCoach.com.

«An individual should sit down with a financial professional to look at their whole picture if the windfall is of any size,» said Alexis Hongamen, a money manager at Federal Retirement Investment Advisers in Orlando, Fla. «For small windfalls, it may be best just to pay off credit card debt and promise themselves never to fall into that trap again.»

The Times went further, saying that the island's total financial collapse will only make things worse: «Government workers will forgo pension money, public health and infrastructure projects will go wanting, and the «brain drain'the island has been suffering as professionals move to the mainland could intensify.»

Financial professionals are still pushing accumulation strategies when older clients are most worried about outliving their funds, survey says.

«Big four» professional services firm EY says that blockchain could transform its finance operations and redefine the role of chief financial officer.

New payment options popping up on the financial advisory landscape didn't happen in a vacuum, investment professionals say.

The answers revealed a puzzling picture on the advisory front, but one where «tremendous upside opportunity» lies ahead in the annuity future with both manufacturers and wholesalers providing more comprehensive support for financial professionals, Fitzgerald said.

According to a survey released in 2016 by the Association of Professional Financial Advisers, 69 per cent of advisers said they had turned away potential clients within the previous year, with 43 per cent citing affordability.

Americans are increasingly aware of the need to save for emergencies, says Carina Diamond, a certified financial planner professional in Akron, Ohio, and board ambassador for the CFP Board.

Anecdotally, some financial advisers and other finance professionals have said that using Hearsay's software has helped them network — an important component of doing business.

there is no doubting that Arsene has helped to provide us with some incredible footballing moments in the formative years of his managerial career at Arsenal, but that certainly doesn't and shouldn't mean that he has earned the right to decide when and how he should leave this club... there have been numerous managers at each of the biggest clubs in Europe throughout the last decade who have waged far more successful campaigns than ours yet somehow and someway each were given their walking papers because they failed to meet the standards laid out by the hierarchy of their respective clubs... of course that doesn't mean that clubs should simply follow the lead of others, especially if clubs of note have become too reactionary when it comes to issues of termination, for whatever reasons, but there should be some logical discourse when it comes to the setting of parameters for a changing of the guard... in the case of Arsenal, this sort of discourse was largely stifled when the higher - ups devised their sinister plan on the eve of our move to the Emirates... by giving Wenger a free pass due to supposed financial constraints he, unwittingly or not, set the bar too low... it reminds me of a landlord who says he will only rent to «professional people» to maintain a certain standard then does a complete about face when the market is lean and vacancies are up... for those who rented under the original mandate they of course feel cheated but there is little they can do, except move on, especially if the landlord clearly cares more about profitability than keeping their word... unfortunately for the lifelong fans of a football club it's not so easy to switch allegiances and frankly why should they, in most cases we have been around far longer than them... so how does one deal with such an untenable situation... do you simply shut - up and hope for the best, do you place the best interests of those with only self - serving agendas above the collective and pray that karma eventually catches up with them, do you run away with your tail between your legs and only return when things have ultimately changed, do you keep trying to find silver linings to justify your very existence, do you lower your expectations by convincing yourself it could be worse or do you stand up for what you believe in by holding people accountable for their actions, especially when every fiber of your being tells you that something is rotten in the state of Denmark

We have had and trophy drought until the recent FA Cup triumph and there are real reasons for that most notably financial but I have no doubt in the world that the Arsenal will be a force again with or without Wenger at the helm and we will all look back and realize the greater good that he has done for our beloved club... With that said I expect a total professional performance from the boys today against Leicester so we can move forward as a club as a whole, that's including the staff, the manager, the players and fans alike...

«As part of regular, comprehensive reviews of our operations, filings, financial disclosures and record keeping procedures, we engage outside professionals to assist us to ensure efficiency, effectiveness and full compliance with applicable law,» Gallivan said.

«One of the great strengths that New York City has had has been very, very strong professional financial management,» Molin said.

The NAO report said the re-targeting meant the department had to do more to combat corruption and fraud and use financial professionals to a greater extent, especially to provide better forecasting.

Wilson also said he would ask seven to nine financial professionals to serve on an investment board that would advise the comptroller on the pension fund.

Matt Jackson, a managing director at the financial and professional services firm Jones Lang LaSalle, says that Massachusetts remains the standout among the eastern U.S. bioclusters because its life sciences infrastructure and high quality of life enable it to bring in world - class talent.

THE GLOBE AND MAIL - Dec 2 - IllicitEncounters.com said it has seen a huge increase in the number of financial workers signing up to have affairs after the collapse of the markets in October last year, and that «finance» continued to be one of the most represented professional areas on the site. IllicitEncounters.com has more than 380,000 members across Britain of which ~ 20,000 work in «financial services»

«They know that the notion of getting established in life is being lost, that nothing is gained at the professional level, and that therefore it is better to base relationships on the human qualities of their partner, rather than on his or her financial stability,» said Sabrina Philippe, a psychologist and consultant at eDarling.

Do not be too infringing upon the prospect's financial or professional status but do try to analyze if the man is who he says he is and if he has the means, intent and character to be a good sugar daddy.

A recent study of the academic supports that JCPS offers to limited English proficient students found that JCPS has both a financial and human capital «commitment to the support of ESL programs and students» but also said that JCPS is not giving teachers and others enough professional development to help these students.

Speaking to Autocar Professional in an exclusive interview, Rohit Suri, MD and president, Jaguar Land Rover India said, «We have more than 10 new products that are lined for this new financial year.

As RIM rolls out Q4 2012 financial earnings, they've also gone ahead an announced some recent changes within the organization and ultimately their Board of Directors: «As I complete my retirement from RIM, I'm grateful for this remarkable experience and for the opportunity to have worked with outstanding professionals who helped turn a Canadian idea into a global success,» said Jim...