Sentences with phrase «good overall financial plan»

Including life insurance is essential in nearly any good overall financial plan.

Not exact matches

Before you claim, take the time to think about how to work this important source of income into your overall financial plan, so you can retire well.

General management involves the overall operation and running of the company, as well as participation in multiple projects, including strategic planning, marketing, sales management, manufacturing, human resources, and financial planning.

Chrysler plans to decrease its rental - car sales as a percentage of its overall 18 % U.S. fleet mix, as well as improve margins on some of its vehicle lines, the automaker's chief financial officer says during a conference call to discuss third - quarter financial results.

Discuss all your options with a lender before you refinance to determine which method of PMI payments is the least painful and which fits best into your overall financial plan.

At the same time, it is best to understand how an ARM loan works and to ensure it meets your overall financial plans.

They can help you on the road to a better financial future as long as they are used wisely and only when they are part of your overall planning toward that future.

Bank - owned investment counsel services are often part of an overall «wealth management» division and may include access to experts in financial planning, taxes, estate planning as well as investments.

But just as important, any new credit card can be a detriment to your credit score and overall financial stability if used without a well - prepared financial plan.

The best bank for you is the one that offers no fees, and checking qualification parameters that apply to you and work for your overall financial plan.

For many people, having the proper insurance coverage is a part of a good, solid overall financial plan.

So, what I mean by that is looking at their financial goals, their financial plan, think about their own future, their own children's future and how their debt is affecting their overall daily lives, as well as long term financial opportunities.

looking at their financial goals, their financial plan, thinking about their own future, their own children's futures and how their debt is affecting their overall daily lives as well as long tern financial opportunities.

The plan helps mitigate the stress of student loan debt and helps improve our employees» overall financial well - being.»

Instead, your best plan is to hold a diversified portfolio based on a strategic asset allocation model using both equity and fixed - income assets appropriate to your risk tolerance level and overall financial objectives.

It is imperative that advisors proactively provide access to a client's financial plan as well as relevant, educational information to increase a client's overall financial literacy.

Overall, the study found that households with an employer - sponsored retirement plan, property or a financial adviser are better prepared for retirement.

We understand that gifts to organizations like Best Friends Animal Society can be an important part of your clients» overall financial and estate plans.

The purchase of a good, solid burial insurance policy can be an important step in your overall financial plan.

When determining how much life insurance you need, it's a good idea to put the decision into the context of an overall financial plan.

Life insurance in general is an important part of a good, solid overall financial plan.

Having a good understanding of why life insurance is needed — and how it fits into your overall financial plan — can make the subject easier.

Having a good quality life insurance policy in place can be an essential component for many people's overall financial plans.

A specialized insurance agent can help consumers make the best decision based on their driving record, current finances, credit record and overall financial planning goals.

If you have ever shopped for a life insurance policy, then you may be well aware of just how important this type of coverage is to your overall financial planning.

In addition to assisting its clients with financial planning and asset protection, TIAA has also earned numerous awards and accolades, including being named as the Best Overall Fund Company by Lipper in 2017, for the fifth consecutive year.

Knowing how — and how much — you or a loved one may be taxed can help you to plan in other areas of your overall financial life as well.

For many people, having the proper insurance coverage is a part of a good, solid overall financial plan.

A properly structured life insurance policy provides a tax - free death benefit as well as a tax advantaged retirement income stream, and should be considered in an overall holistic financial plan.

Professional Duties & Responsibilities Directed all daily operations, customer service, personnel, and finances for multiple hotels and resorts Designed and implemented marketing and sales campaigns resulting in increased business Planned and executed successful community events which enhanced brand awareness Responsible for multimillion dollar inventory, facility, and professional food preparation equipment Recruited, trained, and oversaw customer service personnel, kitchen staff, and cleaning crews Set company budgets, maintained profit / loss statements, and ensured overall financial health Cut operational costs through effective inventory management and employee scheduling Negotiated contracts and agreements with suppliers securing quality products at low prices Performed site inspection tours as well as potential client tours Built and maintained highly profitable corporate accounts Ensured compliance with all applicable health and safety regulations Created employee development programs building staff skill sets and value Utilized employee recognition tactics to build morale and company loyalty Crafted an atmosphere of respect, professionalism, and dedication to excellence Developed a loyal client base through excellent customer service and a quality guest experience Built and strengthened relationships with clients, staff, and community leaders Performed administrative duties such as data entry, filing, faxing, and phones as needed

Resort Manager — Duties & Responsibilities Directed all daily operations, customer service, personnel, and finances for multiple hotels and resorts Increased Guest Services scores by 21 % and Guest Loyalty Program enrollment by 138 % Consistently ranked as one of the top 50 sales agents throughout the United States Oversaw human resources, accounting, marketing, special events, and sales efforts Planned and executed successful community events which enhanced brand awareness Responsible for multimillion dollar inventory, facility, and professional food preparation equipment Set company budgets, maintained profit / loss statements, and ensured overall financial health Performed site inspection tours as well as potential client tours Built and maintained highly profitable corporate accounts Ensured compliance with all applicable health and safety regulations Created employee recognition and development programs building staff dedication, skill sets, and value Crafted an atmosphere of respect, professionalism, and dedication to excellence Developed a loyal client base through excellent customer service and a quality guest experience Built and strengthened relationships with clients, staff, vendor, and community leaders Performed administrative duties such as data entry, filing, faxing, and phones as needed

I think qualified plans are a good part of the overall financial plan and can be used to great advantage for RE investing along with correctly structured life insurance to provide adequate liquidity since most real estate is not very liquid and credit is not always available to obtain the access to capital that you may need (tailored to RE investor audience) especially in an emergency when your credit tanks or borrowing guidelines are constantly changing.