Sentences with phrase «little financial expertise»

But those with more complicated situations and little financial expertise should seriously consider working with a financial adviser on an ongoing basis, or check in with a fee - for - service planner who will look at the big picture and make recommendations.

Not exact matches

In a letter to the Social Security trustees in December 2003, the American Academy of Actuaries, the leading professional organization of actuaries, warned that infinite - horizon projections «provide little if any useful information about the program's long - term finances and indeed are likely to mislead anyone lacking technical expertise in the demographic, economic, and actuarial aspects of the program's finances into believing that the program is in far worse financial shape than is actually indicated».

Just to give you little bit of a background on myself I have worked in the financial industry for seven years and am looking to make a career move where my exceptional people skills and sales experience will go hand and hand with my financial trading, analytic and accounting expertise.