Sentences with phrase «from certified financial planner»

We believe that a basic financial plan, a properly diversified investment portfolio, and guidance from a certified financial planner professional are essential to long term financial success.

If you are willing to take on a little more risk for potentially more reward I suggest you seek guidance from a Certified Financial Planner to help make sure your investments are in line with your risk tolerance, time horizon and goals.

Get further advice from a Certified Financial Planner to help broaden your financial outlook or tackle specific financial issues on the horizon.

For many people, it still makes sense to make an RRSP contribution but I would suggest getting advice from a Certified Financial Planner.

You should consider the alternatives and get solid advice, perhaps from a certified financial planner.

This was also a key recommendation for them from certified financial planner Jason Heath earlier this year.

We believe that a basic financial plan, a properly diversified investment portfolio, and guidance from a certified financial planner professional are essential to long term financial success.

The free course, «Fundamentals of Personal Financial Planning,» was developed by the learning center with the help of a grant from the Certified Financial Planner Board of Standards.

Legit, practical info — in human speak — from a Certified Financial Planner, so you don't get eff'd at tax time.

Not exact matches

For instance, if you're seeking help with a broad range of financial issues, ranging from how to invest or fine - tune your tax planning to choosing the right amount of life or disability insurance or ensuring that your estate plan matches your desires, I would say that your best bet is to find a certified financial planner.

According to certified financial planner Barry Glassman, «401 (k) plan investors are from Mars and pensioners are from Venus.»

«This is the single - largest asset many consumers have, and they're not optimizing it, they're not getting the maximum income from it,» certified financial planner Ron Carson, founder and CEO of Carson Wealth Management Group, told CNBC.

«We tell clients that we're indifferent to whether it's passive or active, from a philosophical standpoint,» said certified financial planner Shon Anderson, president and chief wealth strategist at Anderson Financial Stfinancial planner Shon Anderson, president and chief wealth strategist at Anderson Financial StFinancial Strategies.

Mazdzer, who has a bachelor's degree in business administration with a concentration in finance from DeVry University, is now studying to become a certified financial planner.

Plus: annual phone consultation and ongoing monitoring from a team of financial professionals, including certified financial planners, for 0.40 percent per year, with an account minimum of $ 100,000

«Certainly when it comes to investing, it's not something they're very familiar with so they're shying away from doing that,» said Lauren Lyons Cole, New York City - based certified financial planner.

The Financial Planning Coalition — comprising the Certified Financial Planner Board of Standards, the Financial Planning Association and the National Association of Personal Financial Advisors — filed an amicus brief Thursday in the U.S. District Court for the Northern District of Texas, in support of DOL's fiduciary rule and opposing efforts to stop the rule from taking effect.

If you need some help with this, ask for it from a fee - only certified financial planner.

«You can bet correctly on the presidential election, but the potential damage from guessing wrong about what will happen [in the financial markets] is much greater than any benefit you'll likely see,» said certified financial planner Tim Maurer, director of personal finance for Buckingham and The BAM Alliance.

He holds a Bachelor of Commerce from the University of Calgary, earned the Chartered Financial Analyst (CFA) designation in 2000 and also holds the Certified Financial Planner (CFP) designation.

You'll receive a high level of personal attention from a senior financial advisor, who's a Certified Financial Planner ™ proffinancial advisor, who's a Certified Financial Planner ™ profFinancial Planner ™ professional.

Wasser earned a bachelor's degree from Colorado State University and holds the Accredited Asset Management Specialist (AAMS ®) and Certified Financial Planner (CFP ®) professional designations.

You and your partner may benefit from working with a certified financial planner or a financial therapist, like Ford, who can help you make sense of both the money and your honey.

Karey has a Bachelor of Commerce degree in Finance from the University of British Columbia, holds the Certified Financial Planner (CFP) and Chartered Investment Manager (CIM) designations, and has completed Levels 1 and 2 of the Chartered Financial Analyst (CFA) program.

«Debt can be beneficial when it's used to buy something that increases in value, especially if the money can be borrowed at low fixed rates and with a tax advantage,» says Ken Robinson, a certified financial planner from Cleveland, Ohio.

If you're the beneficiary of a life insurance policy, you should speak with a certified financial planner who should be able to help you determine whether you'd benefit from converting the life insurance death benefit into an annuity.

Plus: annual phone consultation and ongoing monitoring from a team of financial professionals, including certified financial planners, for 0.40 percent per year, with an account minimum of $ 100,000

«Frankly, some people in small towns have a negative opinion of people who move there from the big city,» says Lynn Biscott, a certified financial planner in Toronto and author of The Boomers Retire.

It's interesting to contrast this with newly updated guidelines from the Financial Planning Standards Council, which administers the Certified Financial Planner regime in Canada.

Not only is James a veteran newspaper columnist, he is also a Certified Financial Planner (CFP) who is well acquainted with the insurance industry: the plan is to cover everything from life insurance to property and casualty to annuities.

Advisor knowledge levels vary enormously, from what are essentially mutual fund salespeople with basic qualifications to highly - trained experts with advanced qualifications like the certified financial planner (CFP) and chartered financial analyst (CFA) designations.

That is according to market research firm Dalbar and its 20 years of Quantitative Analysis of Investor Behavior studies, though I prefer the less scientifically accurate «behavior gap» illustration from Carl Richards, a certified financial planner and the director of investor education for the BAM Alliance, a community of more than 130 independent wealth management firms throughout the U.S.

«Of course, contributing every month through preauthorized contributions from your savings account is a good strategy to putting your money to work for you faster — especially in an RRSP,» says Allan Norman, a certified financial planner and chartered investment manager with of Atlantis Financial / Investment Planning Counsel in Barfinancial planner and chartered investment manager with of Atlantis Financial / Investment Planning Counsel in BarFinancial / Investment Planning Counsel in Barrie, Ont.

She has more than 28 years of experience in the financial services industry, is a Certified Financial Planner (CFP ®) and has a Certificate in Personal Financial Planning from University of California, Irvine Efinancial services industry, is a Certified Financial Planner (CFP ®) and has a Certificate in Personal Financial Planning from University of California, Irvine EFinancial Planner (CFP ®) and has a Certificate in Personal Financial Planning from University of California, Irvine EFinancial Planning from University of California, Irvine Extension.

Borrowing from a 401 (k) plan to pay down high - rate debt «is only as good as not getting into debt again,» says Scot Stark, a certified financial planner in Freeland, Maryland.

He holds a master's degree in computer science from Princeton; he's also a chartered financial analyst and a certified financial planner, and has spent years working in the financial industry.

Certified financial planner Chris Stephenson of Steadyhand Investment Funds in Vancouver says that if Moyra's goal is to withdraw $ 15,000 annually from a $ 750,000 portfolio (an extraction rate of 2 %), she'll have no problems.

He has an MBA from the Schulich School of Business and is a certified financial planner.

If you want more human help, some robos offer a hybrid robo advisor model that gives ongoing support from a rotating lineup of certified financial planners.

The good news, says certified financial planner Jason Heath, is Joanna will be entitled to CPP credits from her first husband as well as a survivor benefit from her second husband.

We accept nominations of professionals from all sides of the financial advisory industry, including registered investment advisers, registered representatives, financial planners, brokers, insurance agents, certified public accountants, bank trust officers, firm executives and those working for industry organizations.

«If a person or family does not have an understanding or does not have time to take care of their finances, seek professional help from a financial advisor, preferably a credentialed financial advisor such as a CFP,» said Scott Smith, a certified financial planner, principal and senior advisor at Olympia Ridge Personal Financial Advisors in Rochester Hillfinancial advisor, preferably a credentialed financial advisor such as a CFP,» said Scott Smith, a certified financial planner, principal and senior advisor at Olympia Ridge Personal Financial Advisors in Rochester Hillfinancial advisor such as a CFP,» said Scott Smith, a certified financial planner, principal and senior advisor at Olympia Ridge Personal Financial Advisors in Rochester Hillfinancial planner, principal and senior advisor at Olympia Ridge Personal Financial Advisors in Rochester HillFinancial Advisors in Rochester Hills, Mich..

This is a guest post by Jeff Rose, an Certified Financial Planner from Illinois.

To see how, consider the example of Sandi Martin, a fee - for - service certified financial planner with Spring Financial Planning, who prepares comprehensive financial plans for clients nationwide from Gravenhurst, Ontario, and who is also co-host of the Because Moneyfinancial planner with Spring Financial Planning, who prepares comprehensive financial plans for clients nationwide from Gravenhurst, Ontario, and who is also co-host of the Because MoneyFinancial Planning, who prepares comprehensive financial plans for clients nationwide from Gravenhurst, Ontario, and who is also co-host of the Because Moneyfinancial plans for clients nationwide from Gravenhurst, Ontario, and who is also co-host of the Because Money podcast.

«When you talk about retirement to one person, it can now mean something completely different from what retirement means to another,» says retirement expert and certified financial planner Tom Feigs of Calgary.

Someone can only put themselves out there as a financial planner in Quebec if they have a Pl.Fin designation from the Institut québécois de planification financière (IQPF) or they hold the Certified Financial Planner (CPF) designation from the Financial Planning Standards Councifinancial planner in Quebec if they have a Pl.Fin designation from the Institut québécois de planification financière (IQPF) or they hold the Certified Financial Planner (CPF) designation from the Financial Planning Standards Council planner in Quebec if they have a Pl.Fin designation from the Institut québécois de planification financière (IQPF) or they hold the Certified Financial Planner (CPF) designation from the Financial Planning Standards CounciFinancial Planner (CPF) designation from the Financial Planning Standards Council Planner (CPF) designation from the Financial Planning Standards CounciFinancial Planning Standards Council (FPSC).

If an advisor suggests that you take the lump sum and then buy an annuity, ask how that's better than just getting the checks from the original retirement plan, said Jim Ludwick, a certified financial planner with MainStreet Financial Planning in Odenfinancial planner with MainStreet Financial Planning in OdenFinancial Planning in Odenton, Md..

With investment options ranging from simple stocks and bonds to complex derivatives, Linda Leitz, a certified financial planner at It's Not Just Money Inc., says, «Don't invest in anything fancy.»

The Collaborative Divorce process offers support from Neutral Financial Professionals: Certified Public Accountants (CPA), Certified Financial Planners (CFP) and Certified Divorce Financial Advisors (CDFA), all trained in the Collaborative Divorce process.

«From an income protection standpoint, I don't see a need for most people to have life insurance at the point of retirement,» says Brad Levin, a certified financial planner with Householder Group, a financial planning company in Encino, Calif. «If they do, they're probably going to need a policy for just a few years anyway.