Sentences with phrase «lot of financial planners»

«You can have a conversation with us about what your financial needs are that's much more in - depth than you may get from a lot of financial planners,» Stein said.

It's the Holy Grail for a lot of financial planners.

Even with the growing popularity of reverse mortgages, not a lot of financial planners are rearing their clients to obtain one.

Financial Planners Looking at Reverse Mortgage Even with the growing popularity of reverse mortgages, not a lot of financial planners are rearing their clients to obtain one.

It's the Holy Grail for a lot of financial planners.

Yes, they value his advice and his skills in handling the money, but a lot of financial planners have that.

Not exact matches

But there are good financial planners out there if you know where to look, and in the right situations a financial planner can make your life easier, save you a lot of money, and help you reach your biggest personal goals sooner.

«I consistently see people with a lot of confusion surrounding credit and building a positive credit score,» said Jason Reiman, certified financial planner and owner of Get Financially Fit.

«A lot of people are waiting to get started saving for retirement,» said Judith Ward, a senior financial planner at T. Rowe Price.

«A lot of it comes down to time and convenience, and what's best for you as a consumer or business,» says Jeffrey Hausinger, a Certified Financial Planner and senior financial adviser with Merrill Lynch in TamFinancial Planner and senior financial adviser with Merrill Lynch in Tamfinancial adviser with Merrill Lynch in Tampa, Fla..

«Over these last six years of seeing the market steadily go up, a lot of us have forgotten that it's normal for markets to also go down,» says Certified Financial Planner Stacy Francis, CEO of New York - based Francis Financial.

We are not registered financial advisers or planners but we do have a lot of collective wisdom to share.

«There's a lot of uncertainty out there right now,» says Jon Teran, a Certified Financial Planner with Capstone Pacific Investment Strategies in Covina, Calif..

That's a lot of debt, but even financial planners — who usually despise consumer debt — think student loans are a very good thing.

This is a question that a lot of people overlook when thinking of questions to ask a financial planner.

«There's a lot of moving parts here,» says Allan Norman, a chartered Investment manager and certified financial planner with Atlantis Financial in Barfinancial planner with Atlantis Financial in BarFinancial in Barrie, Ont.

There are a lot of strategies but all start with putting money aside each paycheck and even more importantly, start by calling a Financial Planner.

As usual there are lots of ifs, ands or buts, so you'll need to explore this with an accountant or financial planner at your side.

Otherwise, he'll be in for a lot of financial hardship in the future, says Toronto - based financial planner Heather Franklin.

Taylor Schulte, a San Diego Financial Planner and founder of Define Financial adds, «There's a lot of moving parts in a financial plan and it's difficult to keep track of what has been reviewed and whaFinancial Planner and founder of Define Financial adds, «There's a lot of moving parts in a financial plan and it's difficult to keep track of what has been reviewed and whaFinancial adds, «There's a lot of moving parts in a financial plan and it's difficult to keep track of what has been reviewed and whafinancial plan and it's difficult to keep track of what has been reviewed and what hasn't.

While the study has a lot of potential for financial planners, you don't have to be a professional to integrate these findings in your own life.

«They strike me as being two very capable people who are surrounded by a lot of noise which leaves them feeling scattered,» says Julia Chung, a certified financial planner with JYC Financial in Vfinancial planner with JYC Financial in VFinancial in Vancouver.

What a lot of people don't realize is that lot of titles that you see in the financial world, financial sales rep, financial planner, there's no regulation.

You have lots of time to weigh the pros and cons, consult with your financial planner, and come up with some cash to contribute.

We are not registered financial advisers or planners but we do have a lot of collective wisdom to share.

Heather Franklin, a certified financial planner in Toronto, also notes that since a lot of millennials aren't in the market for real estate, they really don't have an opinion on the foreign buyers tax at all.

This is a complex decision with a lot of moving parts, so you'd be smart to discuss your plan with a fee - only financial planner before deciding what to do.

«If you invest too conservatively, you are giving up a lot of long - term performance, which can hurt your future retirement plan,» says Andreas Scott, a 20 - something certified financial planner with Collaborative Legacy Partners.

«Lots of parents are very nervous about it,» said Karen Busanovich, a Woburn financial planner who specializes in student loans.

Despite their concerns, the Dhaliwalls are accumulating a lot of retirement savings — and these savings will grow to almost $ 550,000 at even a modest 4 % net rate of return over the next 20 years, says Jason Heath, a certified financial planner with Objective Financial Partners infinancial planner with Objective Financial Partners inFinancial Partners in Toronto.

The most recognized designation in Canada is the CFP or certified financial planner, but there are lots of people who call themselves financial planners who have no designation at all.

A lot of these questions are important to see how the financial planner will react to them.

«A lot of my clients even plan to help their kids well past university, with down payments on their children's first home and RESPs for their grandchildren,» says Ayana Forward, a certified financial planner in Ottawa.

«Building habits, especially in your twenties, is so important for long - term success,» says John Deyeso, a financial planner in New York City, who works with a lot of younger people (and is 37 years old himself).

Oak Brook, Ill. - based certified financial planner Elizabeth Buffardi tells MagnifyMoney that after examining one of her client's expenses she found the client was spending a lot of money at drugstores picking up snacks and little things after work.

There are lots of fee - only financial planners out there that will offer advice on 401 (k) s. You'll have to pay an hourly fee but it might be worth it if you think you need a second opinion.

It will also mean changes for a lot of small businesses, tax professionals and financial planners as well.

It's an inexpensive way to accumulate a lot of life insurance,» says Certified Financial Planner Adam Sherman, president of Firstrust Financial Resources in Philadelphia.

If your finances are complicated, if you own multiple businesses, or have lots of different investments, you may need to either consult with a divorce financial planner, or hire a divorce attorney who has a strong financial background.

There will be lots of people helping these folks along the way, from the receptionist at the financial planner's office, the factory worker assembling the cooking set and the mechanic who will be doing the oil changes on the car.

«Making small improvements at the beginning of the year is a lot easier than trying to play catch - up,» says financial planner Rick Rodgers, author of «The New Three - Legged Stool: A Tax Efficient Approach To Retirement Planning.»