Sentences with phrase «into financial planning»

On the positive side «good» brokers will try to find you a product that fits into your financial planning and is also within your financial possibilities.

In fact, the tax - related benefits alone make life insurance a valuable asset to incorporate into your financial planning.

I am 30 years old and stepping into financial planning.

What's important here is that Microsoft is internalizing the external cost of carbon into its financial planning

Now, who is willing to throw * that * into financial planning models?

This allows you to do the detailed calculations, then just input the property's annual market values and net income into financial planning software (so it can be part of a comprehensive financial plan).

Walking into the financial planning company with a good idea of the types of retirement plans available and your eligibility in those different types of plans is also a plus.

By putting some thought into financial planning, and making use of the tools available to you for managing and getting out of debt, you can escape the stress and agony of never - ending debt.

We'll import your accounts into our financial planning software, review transactions, categorize what you're spending, establish your risk tolerance, and start analyzing your student debt.

I know a lot of self - publishing authors who are having trouble supporting their families and they see their book as their golden ticket: publishing advice can turn into financial planning advice, and I don't gamble with people's lives.

So this month, we'll look at what, exactly, stock options are, how much they're worth, and how they should figure into your financial planning.

Because what really matters is growth in purchasing power, the real rate of return is an important concept to understand and figure into your financial planning.

Putting their ideas into financial planning practice is not new to Ritholtz (below) and Brown, who were already doing that at New York City - based Fusion Analytics.

Whether retirees are looking to relocate for lifestyle or financial reasons, it is important that they incorporate these major life goals into their financial plans.

Adding this portion into your financial plan can help you understand and save for those tax consequences that naturally come with your larger investments.

• Traditional IRAs, or Roth IRAs • Small Company SEP IRAs, 401 (k) s • Individual (k) s for Sole Proprietorships • Integration of non-resident retirement plans into financial plan profile

Families trying to prepare for retirement need to factor such deficits into their financial plans.

If so, you need to consciously prevent these behavioral biases from creeping into your financial plan.

Consult a lender or a financial advisor to see how a 10 - year fits into your financial plans.

Incorporate these tips into your financial plan and start growing your retirement savings account today!

While there are many types of insurance that should be incorporated into your financial plan, today we're going to talk about term life insurance, why you need it and how to get it.

Then I tie all this investment advice into a financial plan that may include an estate plan, a retirement plan, an income tax plan and / or an insurance plan.

Review these signs to determine whether an annuity might fit into a financial plan.

Advisors with clients who receive disability benefits can carve out a profitable niche by helping them integrate this income into a financial plan.

Our financial advisors can help you with stocks and determine if they can fit into your financial plan.

At EP Wealth Advisors, we can help answer your real estate questions, and make sure that your real estate fits into your financial plan and investment portfolio.

That makes them hard to incorporate into financial plans.

So while we can create a fairly well - diversified stand - alone Personalized Portfolio for you (e.g., Dividend, Everlasting, MDP, Supernova, or Pro), to reap the full benefits of a complete portfolio that includes exposure to all of the major asset classes (large - cap, small / mid-cap, international, fixed income), we recommend incorporating a blended Personalized Portfolio into your financial plan.

Our financial advisors can help you with ETFs and determine if they can fit into your financial plan.

But before you sign up for any credit card, take a moment to consider how it will fit into your financial plan.

Monthly money dates for example, offer a regular opportunity to discuss goals, values and evolving circumstances, and determine how they fit into your financial plan as a couple.

This will let you see how a new mortgage payment could fit into your financial plan.

Then if you have big future expenses, like children's college, you'd crunch the numbers using the College Funding Software, and integrate them into the financial plan.

Term life insurance, which covers you for a set period or term, fits very well into your financial plan for two reasons:

Keep in mind everything that we've talked about, and you won't have any problem figuring out how life insurance fits into your financial plan.

When you think about all the dreams and goals you want to achieve, it makes sense to incorporate this important piece of liability coverage into your financial plan.

Family providers need to add life insurance into their financial plans.

And a recent survey from Saybrus Partners found that many financial advisers actually overlook incorporating life insurance policies into the financial plans of their clients.

Fill out our form below to obtain more information on how these plans can fit into your financial plan.

Key Highlights: • Extensively researched and investigated available investment opportunities to determine whether clients fit into financial plans.

Not exact matches

To counter the fall in downloads, Apple plans to bundle the music streaming service it acquired as part of the $ 3 billion Beats Electronics deal earlier this year into its iOS operating system, according to a report in the Financial Times.

Important factors that could cause actual results to differ materially from those reflected in such forward - looking statements and that should be considered in evaluating our outlook include, but are not limited to, the following: 1) our ability to continue to grow our business and execute our growth strategy, including the timing, execution, and profitability of new and maturing programs; 2) our ability to perform our obligations under our new and maturing commercial, business aircraft, and military development programs, and the related recurring production; 3) our ability to accurately estimate and manage performance, cost, and revenue under our contracts, including our ability to achieve certain cost reductions with respect to the B787 program; 4) margin pressures and the potential for additional forward losses on new and maturing programs; 5) our ability to accommodate, and the cost of accommodating, announced increases in the build rates of certain aircraft; 6) the effect on aircraft demand and build rates of changing customer preferences for business aircraft, including the effect of global economic conditions on the business aircraft market and expanding conflicts or political unrest in the Middle East or Asia; 7) customer cancellations or deferrals as a result of global economic uncertainty or otherwise; 8) the effect of economic conditions in the industries and markets in which we operate in the U.S. and globally and any changes therein, including fluctuations in foreign currency exchange rates; 9) the success and timely execution of key milestones such as the receipt of necessary regulatory approvals, including our ability to obtain in a timely fashion any required regulatory or other third party approvals for the consummation of our announced acquisition of Asco, and customer adherence to their announced schedules; 10) our ability to successfully negotiate, or re-negotiate, future pricing under our supply agreements with Boeing and our other customers; 11) our ability to enter into profitable supply arrangements with additional customers; 12) the ability of all parties to satisfy their performance requirements under existing supply contracts with our two major customers, Boeing and Airbus, and other customers, and the risk of nonpayment by such customers; 13) any adverse impact on Boeing's and Airbus» production of aircraft resulting from cancellations, deferrals, or reduced orders by their customers or from labor disputes, domestic or international hostilities, or acts of terrorism; 14) any adverse impact on the demand for air travel or our operations from the outbreak of diseases or epidemic or pandemic outbreaks; 15) our ability to avoid or recover from cyber-based or other security attacks, information technology failures, or other disruptions; 16) returns on pension plan assets and the impact of future discount rate changes on pension obligations; 17) our ability to borrow additional funds or refinance debt, including our ability to obtain the debt to finance the purchase price for our announced acquisition of Asco on favorable terms or at all; 18) competition from commercial aerospace original equipment manufacturers and other aerostructures suppliers; 19) the effect of governmental laws, such as U.S. export control laws and U.S. and foreign anti-bribery laws such as the Foreign Corrupt Practices Act and the United Kingdom Bribery Act, and environmental laws and agency regulations, both in the U.S. and abroad; 20) the effect of changes in tax law, such as the effect of The Tax Cuts and Jobs Act (the «TCJA») that was enacted on December 22, 2017, and changes to the interpretations of or guidance related thereto, and the Company's ability to accurately calculate and estimate the effect of such changes; 21) any reduction in our credit ratings; 22) our dependence on our suppliers, as well as the cost and availability of raw materials and purchased components; 23) our ability to recruit and retain a critical mass of highly - skilled employees and our relationships with the unions representing many of our employees; 24) spending by the U.S. and other governments on defense; 25) the possibility that our cash flows and our credit facility may not be adequate for our additional capital needs or for payment of interest on, and principal of, our indebtedness; 26) our exposure under our revolving credit facility to higher interest payments should interest rates increase substantially; 27) the effectiveness of any interest rate hedging programs; 28) the effectiveness of our internal control over financial reporting; 29) the outcome or impact of ongoing or future litigation, claims, and regulatory actions; 30) exposure to potential product liability and warranty claims; 31) our ability to effectively assess, manage and integrate acquisitions that we pursue, including our ability to successfully integrate the Asco business and generate synergies and other cost savings; 32) our ability to consummate our announced acquisition of Asco in a timely matter while avoiding any unexpected costs, charges, expenses, adverse changes to business relationships and other business disruptions for ourselves and Asco as a result of the acquisition; 33) our ability to continue selling certain receivables through our supplier financing program; 34) the risks of doing business internationally, including fluctuations in foreign current exchange rates, impositions of tariffs or embargoes, compliance with foreign laws, and domestic and foreign government policies; and 35) our ability to complete the proposed accelerated stock repurchase plan, among other things.

Such statements include, but are not limited to, statements about the continued demand for our product, the wind - down of ExpressJet's flying agreement with Delta, and the related removal from service and / or placement into service of certain aircraft, the scheduled aircraft deliveries for SkyWest Airlines for 2018, as well as SkyWest's future financial and operating results, plans, objectives, expectations, estimates, intentions and outlook, and other statements that are not historical facts.

Moving that asset into a well - diversified investment portfolio, one that maximizes after - tax income while continuing to build wealth, requires ceding some control to experts, including, but not limited to, a financial advisor, a CPA and an estate - planning attorney.

The founder of the financial planning startup LearnVest describes how she raised $ 41 million to turn her business idea into a reality.

The unanimous vote by the financial review commission, which was created as part of the city's federal court - approved debt adjustment plan, enables Detroit's elected officials to enact budgets and enter into contracts without first obtaining the board's approval.

Such risks, uncertainties and other factors include, without limitation: (1) the effect of economic conditions in the industries and markets in which United Technologies and Rockwell Collins operate in the U.S. and globally and any changes therein, including financial market conditions, fluctuations in commodity prices, interest rates and foreign currency exchange rates, levels of end market demand in construction and in both the commercial and defense segments of the aerospace industry, levels of air travel, financial condition of commercial airlines, the impact of weather conditions and natural disasters and the financial condition of our customers and suppliers; (2) challenges in the development, production, delivery, support, performance and realization of the anticipated benefits of advanced technologies and new products and services; (3) the scope, nature, impact or timing of acquisition and divestiture or restructuring activity, including the pending acquisition of Rockwell Collins, including among other things integration of acquired businesses into United Technologies» existing businesses and realization of synergies and opportunities for growth and innovation; (4) future timing and levels of indebtedness, including indebtedness expected to be incurred by United Technologies in connection with the pending Rockwell Collins acquisition, and capital spending and research and development spending, including in connection with the pending Rockwell Collins acquisition; (5) future availability of credit and factors that may affect such availability, including credit market conditions and our capital structure; (6) the timing and scope of future repurchases of United Technologies» common stock, which may be suspended at any time due to various factors, including market conditions and the level of other investing activities and uses of cash, including in connection with the proposed acquisition of Rockwell; (7) delays and disruption in delivery of materials and services from suppliers; (8) company and customer - directed cost reduction efforts and restructuring costs and savings and other consequences thereof; (9) new business and investment opportunities; (10) our ability to realize the intended benefits of organizational changes; (11) the anticipated benefits of diversification and balance of operations across product lines, regions and industries; (12) the outcome of legal proceedings, investigations and other contingencies; (13) pension plan assumptions and future contributions; (14) the impact of the negotiation of collective bargaining agreements and labor disputes; (15) the effect of changes in political conditions in the U.S. and other countries in which United Technologies and Rockwell Collins operate, including the effect of changes in U.S. trade policies or the U.K.'s pending withdrawal from the EU, on general market conditions, global trade policies and currency exchange rates in the near term and beyond; (16) the effect of changes in tax (including U.S. tax reform enacted on December 22, 2017, which is commonly referred to as the Tax Cuts and Jobs Act of 2017), environmental, regulatory (including among other things import / export) and other laws and regulations in the U.S. and other countries in which United Technologies and Rockwell Collins operate; (17) the ability of United Technologies and Rockwell Collins to receive the required regulatory approvals (and the risk that such approvals may result in the imposition of conditions that could adversely affect the combined company or the expected benefits of the merger) and to satisfy the other conditions to the closing of the pending acquisition on a timely basis or at all; (18) the occurrence of events that may give rise to a right of one or both of United Technologies or Rockwell Collins to terminate the merger agreement, including in circumstances that might require Rockwell Collins to pay a termination fee of $ 695 million to United Technologies or $ 50 million of expense reimbursement; (19) negative effects of the announcement or the completion of the merger on the market price of United Technologies» and / or Rockwell Collins» common stock and / or on their respective financial performance; (20) risks related to Rockwell Collins and United Technologies being restricted in their operation of their businesses while the merger agreement is in effect; (21) risks relating to the value of the United Technologies» shares to be issued in connection with the pending Rockwell acquisition, significant merger costs and / or unknown liabilities; (22) risks associated with third party contracts containing consent and / or other provisions that may be triggered by the Rockwell merger agreement; (23) risks associated with merger - related litigation or appraisal proceedings; and (24) the ability of United Technologies and Rockwell Collins, or the combined company, to retain and hire key personnel.

Our columnist explains the fundamentals of financial projections that should go into your business plan.

Always consider what you want to accomplish with your money and how your investment portfolio fits into the overall financial plan, Cortazzo advises.

Like the income and cash - flow statements, the balance sheet uses information from all of the financial models developed in earlier sections of the business plan; however, unlike the previous statements, the balance sheet is generated solely on an annual basis for the business plan and is, more or less, a summary of all the preceding financial information broken down into three areas: