Sentences with phrase «including individual financial situations»

Not exact matches

Moorjani explains that managed accounts within retirement plans consider employees» overall financial situations — including risk tolerance and assets / savings outside the plan — and construct a portfolio personalized to the individual using funds within the plan's investment lineup.

A student's individual education financing plan should include an assessment of all of the options available based on their individual financial situation.

Never rely upon such general information in making decisions Simply specific situations, or use it as a substitute for in - person evaluation or professional advice (including, without limitation, medical, legal, tax, financial or veterinary issues), even if from individuals Simply characterizes as an «Expert» or a «Guide.»

«Life insurance, including term life insurance, comes in many forms, and like any other financial product, AARP encourages individuals to consider their own situation and research options before making such an important purchase.