Sentences with phrase «financial tool called»

To supplement cash flow during retirement, a growing number of senior homeowners are turning to an increasingly popular financial tool called a reverse mortgage.

Not exact matches

That «something great» is an educational platform called «LearnLux,» which offers online tools for financial literacy.

Financial coach Dylan Ross echoes Becker's sentiments about using a 401 (k) to kickstart your savings, calling these plans «one of the best savings tools,» since they come out of your paycheck before your bills do.

You can sign up for Personal Capital's free financial tools here and schedule a call if you are a new user.

After the so - called «lost decade» and the Financial crash of 2008 - 2009, many people derided the 401 (k) as a scammy money - grubbing employer tool that leaves employees ill - prepared for retirement.

He was interested in extending the Black - Scholes model, a common tool used by financial experts to price a type of derivative called options, by using Levy statistics.

Learning Pool is talking to existing and potential clients in financial services, retail and contact centres about the use of Otto as a pure performance support tool for querying knowledge bases crafted from inbound call logs, compliance documents and other knowledge sources.

This tool can help state education agencies (SEAs) meet the Every Student Succeeds Act (ESSA) financial transparency per - pupil expenditure reporting requirement using two pre-existing federal survey tools — the School Level Finance Survey (SLFS) and the Local Education Agency Finance Survey (also called F - 33).

Access more from our money management tools, or give us a call at 1 -800-321-DIME (3463) today to learn more about how we can help prepare you, or the student in your household, for a brighter financial future.

Claiming to help navigate the murky waters of financial charges is a free online tool called FeeX, aiming to be the «Waze of investment fees.»

Ken Fisher pioneered the theoretical work of an investment analysis tool called the Price - to - Sales (P / S) Ratio, which now makes up a core part of a complete financial curriculum.

To help find the right asset mix, Bender uses a financial planning tool called a Monte Carlo simulation.

And it wasn't until Andy made one fateful phone call, did they learn about a powerful financial tool that would help them buy a retirement home they love and eliminate their monthly mortgage payment — without dipping into savings and investment income.

Financial coach Dylan Ross echoes Becker's sentiments about using a 401 (k) to kickstart your savings, calling these plans «one of the best savings tools,» since they come out of your paycheck before your bills do.

One of the best financial tools that consumers have available to do this is called debt consolidation.

USAA even has a tool called the Financial Readiness Score, that rates the financial well - being of an individual or a family or a scale of Financial Readiness Score, that rates the financial well - being of an individual or a family or a scale of financial well - being of an individual or a family or a scale of 1 to 100.

Our financial tool used to gauge an investor's risk tolerance category is called the Investment Fact Finder.

Those comparisons were expressed in economic terms with a standard financial accounting tool called «net present value.»

To use NerdWallet's financial comparison tools or to get an insurance quote, you can visit the NerdWallet website or call [phone].

Ripple, in partnership with Gates Foundation developed a new open - source software called Mojaloop for creating a real - time, interoperable payments platform on a national scale to reach the world's poor with essential financial tools.

Assyst Suite 2000 is a front office administration tool which includes the following modules: Electronic Timesheet, Payroll Processing, Financial Accounting, and Call Tracking.

The Chasm Group, LLC and Chasm Institute, LLC (San Bruno, CA) 1997 — 2008 Business Operations Manager • Managed all daily operational tasks for leading multi-million dollar high - tech market strategy consultancy, while providing executive administration to C - level executives and venture capital partners • Developed and managed the firm's annual budget, proposing and implementing expense cuts, producing monthly reports and financial statements, and coordinating with CPA firm for accurate and timely filings • Oversaw all client relationship management efforts while cultivating new business efforts from concept to implementation, providing high - quality service in sales efforts while utilizing new lead tracking system • Negotiated and managed all contracts, stock grants, and financing arrangements, working closely with outside counsel to draft legal documents and resolve LLC - and proprietary - related issues • Led three office space build - outs and two office relocations, managing all aspects of each process under aggressive timeline and budget expectations • Reduced firm telecom expenses by 22 % by streamlining IT objectives, including migration to VOIP phone system, software / hardware purchases, domain renewals, and outsourced technical support • Directed all phases of staff recruitment while creating and implementing all HR policies and programs, including comprehensive employee benefits plans • Supervised multiple administrative staff members, conducted performance appraisals and wage / salary surveys in comparison to incentive program guidelines, and maintained HR files in accordance with legal mandates • Produced all out - going client invoices in an accurate and timely fashion to increase, cash flow and reduce aging receivables, providing consistent attention to overhead costs and vendor arrangements • Administered all company insurance policies, including E&O, general liability, bonds, partner life and disability, conducting annual benefits reviews and employee / company insurance audits • Obtained necessary certificates for consulting contracts while processing federal, state, and local business reporting requirements to maintain licenses and incorporation status • Directed all marketing efforts and oversaw logistical aspects of national educational workshop series, utilizing sponsorship arrangements to offset production costs • Transformed «brochure» website into a dynamic tool to better illustrate company opportunities through relevant case studies, as well as maintaining all other promotional media, including press kits and video Association of California School Administrators (Burlingame, CA) 1993 — 1997 Issues and Planning Committee Coordinator • Executed all phases of event planning and implementation for a membership - driven organization including 23 state committees, 5 task forces, 6 strategic planning conferences, and a conference of 1,500 attendees • Focused on facility evaluations, bid requests, site visits, contract negotiations, and all pre - and post-conference planning processes • Produced statistical and financial reports, including budget projections and cost monitoring for developmental training efforts • Oversaw all participant - level responsibilities, including inquiries, eligibility, registration, correspondence, and billing statements • Managed all legal professional standards calls for Northern California regions, including the processing of attorney authorizations, the preparation of legal assistance letters, and liens on cause of action • Served as second point of contact for computer inquiries and troubleshooting efforts as well as provided back - up executive administrative support for Executive Director, Committee Chairs, and the State Superintendent of Public Instruction • Held responsibility for software installation and hardware configuration while performing weekly AS / 400 backup and report generation

Creating Opportunity for Families: A Two - Generation Approach describes a new approach to reducing poverty, which calls for connecting low - income families with early childhood education, job training and other tools to achieve financial stability and break the cycle of poverty — and recommends ways to help equip parents and children with what they need to thrive.

The report describes a new approach to reducing poverty, which calls for connecting low - income families with early childhood education, job training, and other tools to achieve financial stability and break the cycle of poverty.

The report describes the Foundation's two - generation approach, which calls for connecting families with early childhood education, job training and other tools to achieve financial stability and break the cycle of poverty, and recommends ways to help equip families with what they need to thrive.

«For example, SS&C offers a product called Finesse 2000, which is a dynamic financial modeling tool used by insurance companies to forecast profit and loss and balance sheets over certain periods,» Stone says.

And it wasn't until Andy made one fateful phone call, did they learn about a powerful financial tool that would help them buy a retirement home they love and eliminate their monthly mortgage payment — without dipping into savings and investment income.

To find out more about reverse mortgage loans, we encourage you to browse our informative website and call an AAG reverse mortgage specialist to find out if this flexible financial tool is right for you.