Sentences with phrase «need financial advice»

If you need financial advice on how to produce a workable budget and pay down your debt, there are many nonprofit credit counseling organizations that can help.

If you just made poor choices, you may just need financial advice.

Some people will not need a program, but rather need financial advice on how to pay off debt on their own.

They offer some support for those who need financial advice potentially rivaling what you'd expect from full - service brokerages, and they've got a wide range of investment selections in their product roster.

If they need financial advice, I give it to them for free.

Many high net worth investors turn to experts when they need financial advice.

«When you need financial advice, they can be a tremendous help — it's just a matter of finding the best one for your situation (and being able to spot the Bernie Madoffs of the world before you hand over your life savings).»

DOL, via its fiduciary rule, has «created a regulatory framework that both protects consumers and gives financial advisors the flexibility to provide much - needed financial advice consistent with a wide range of business models,» the Coalition said.

All we strive to write practical, accurate and updated finance article to help you secure your financial future.You need any financial advices, please consult a professional financial advisor.

All we strive to write practical, accurate and updated finance article to help you secure your financial future.You need any financial advices, please consult a professional financial advisor.

Not exact matches

But if you also want tax and financial planning advice, or retirement planning advice, you may need to seek someone with different qualifications or background.

What I did need was more practical day - to - day advice, such as where to look for a new office, how to organize my payroll, how to find more clients and how to make ends meet under financial pressure.

«We need to raise the bar on the quality of the education and the core standards of competency to give Social Security advice,» said Meyer, who has two main pieces of advice to financial advisors.

If you need advice on saving money, paying off debt or investing, Orman offers simple strategies to help you build a solid financial foundation.

Newly updating the financial section can also help you determine if you need to seek financial advice.

Advice is in the retirement investor's best interest when the advice is rendered «with the care, skill, prudence, and diligence under the circumstances then prevailing that a prudent person acting in a like capacity and familiar with such matters would use in the conduct of an enterprise of a like character and with like aims, based on the investment objectives, risk tolerance, financial circumstances, and needs of the Retirement Investor, without regard to the financial or other interests of the Adviser, Financial Institution, or any Affiliate, Related Entity, or other party.&Advice is in the retirement investor's best interest when the advice is rendered «with the care, skill, prudence, and diligence under the circumstances then prevailing that a prudent person acting in a like capacity and familiar with such matters would use in the conduct of an enterprise of a like character and with like aims, based on the investment objectives, risk tolerance, financial circumstances, and needs of the Retirement Investor, without regard to the financial or other interests of the Adviser, Financial Institution, or any Affiliate, Related Entity, or other party.&advice is rendered «with the care, skill, prudence, and diligence under the circumstances then prevailing that a prudent person acting in a like capacity and familiar with such matters would use in the conduct of an enterprise of a like character and with like aims, based on the investment objectives, risk tolerance, financial circumstances, and needs of the Retirement Investor, without regard to the financial or other interests of the Adviser, Financial Institution, or any Affiliate, Related Entity, or other partfinancial circumstances, and needs of the Retirement Investor, without regard to the financial or other interests of the Adviser, Financial Institution, or any Affiliate, Related Entity, or other partfinancial or other interests of the Adviser, Financial Institution, or any Affiliate, Related Entity, or other partFinancial Institution, or any Affiliate, Related Entity, or other party.»

If you would like investment, accounting, tax or legal advice, you should consult with your own financial advisors, accountants, or attorneys regarding your individual circumstances and needs.

If you need advice regarding your particular investment needs, contact a financial professional.

Our investment tools and services help meet the needs of a broad range of investors — from the novice, first - time investor to someone looking for the ongoing advice of a financial professional.

«Financial advisors must establish the relationship with recurring, proactive communication that shows value by providing advice relevant to the individuals» current needs and interests,» said Robert Roley, managing director at SS&C Advent in New York City.

You will need to know about marketing; financial management; time management; business expansion; diversification; using professional advice; staff control.

Our team consists of J.D.s, LL.M.s, CPAs, Ph.D. s, MBAs, CFP ® s and CLUs, who together, deliver customized advice and strategies based on each client's specific financial needs.

We provide advice and guidance to help maximize all elements of your financial life, whenever and however you need it.

The three main areas where my direct advice went unheeded were the following: (1) the need for large - scale financial assistance [29] for Russia, which I deemed (and still deem) to have been essential to molding a political consensus around reforms, and to bolstering the financial situation enough to achieve a modicum of success in the fight against hyperinflation; (2) the need for strong monetary and fiscal policy to achieve a rapid end to inflation [30]; and (3) the urgency of establishing a social safety net [31], especially in health care and pensions, to ensure an adequate social and political base for societal transformation and democratization.

Personal Capital can help you organize your entire financial picture and provide advice if needed.

Oak Wealth Advisors was founded to provide families with special needs members with experienced and objective financial advice and investment management services that have traditionally been available only to very wealthy families and institutions.

Dale Brown, FSI president and CEO, remarked in a Friday statement that FSI «applauds the president's action, which will delay a rule with devastating consequences for so many people,» adding that FSI «stands ready to work with the president and his administration to put in place a uniform fiduciary standard that protects investors, while not denying quality, affordable financial advice to those who need it most.»

For example, the Chartered Financial Analyst (CFA) certification began over 50 years ago in response to increased interest by the public in investing, and a growing recognition that advisors should have the expertise that met the need for sound financiaFinancial Analyst (CFA) certification began over 50 years ago in response to increased interest by the public in investing, and a growing recognition that advisors should have the expertise that met the need for sound financialfinancial advice.

A good financial advisor should be available when you have questions or you need advice.

So, not only do more women need to get engaged in their retirement planning, the industry of financial advice needs to devote the resources needed not just to manage women's investments, but also to help them understand the basics of portfolio construction and the importance of asset allocation.

The advent of binary option robot, which primarily advise traders on the best decisions that have more financial gains directly from their smartphone without the need of a human - assisted interface show that people in the local financial markets can now assess and access automated investment advice.

They place greater value on the level of interest the advisor takes in providing them with appropriate advice — value is driven by the advisor taking the time to understand their needs and goals (45 % of women versus 36 % of men), being responsive to their questions (42 % versus 37 % of men) and being able to explain financial matters in an understandable way (44 % versus 33 % of men).

As a member of the Garrett Planning Network, Legacy Planning Advisors, LLC offers Fee - Only financial advice and planning on an hourly as - needed basis.

«Realizing that such clients have a pressing need for financial advice, and have decent incomes with which to pay for it, he linked his advice fees to income and net worth,» the report noted.

Any commentary and statements of opinion however may contain general advice only that is prepared without taking into account your personal objectives, financial circumstances or needs.

Because of this, before acting on any of the information provided, you should always consider its appropriateness in light of your personal objectives, financial circumstances and needs and should consider seeking independent advice from a financial advisor if necessary before making any decisions.

About John Hancock and Manulife John Hancock is a division of Manulife Financial Corporation, a leading international financial services group that helps people achieve their dreams and aspirations by putting customers» needs first and providing the right advice and sFinancial Corporation, a leading international financial services group that helps people achieve their dreams and aspirations by putting customers» needs first and providing the right advice and sfinancial services group that helps people achieve their dreams and aspirations by putting customers» needs first and providing the right advice and solutions.

Diligent research that can be conducted on many financial web sites and quality advice from an experienced financial advisor will help an investor find the best closed end funds for their needs.

«It's more than just giving financial advice; it's being there when decisions need to be made and tough, uncomfortable conversations must be had.

We need as a matter of agency a new coach, a coach who is new to everybody including the board and the owner and who knows that failure to deliver wld cost him his job, a manager who motivates players on the touchline when playing as opposed to one seating waiting for manna to drop from heaven, one who play players in their rightful positions and who does subs when required even if it's minute one... apparently the french economist does NOTmeet the above criteria and is no longer good enough to manage our club.i wld advice that he runs for the FIFA presidency where he can take «financial fair play» crusade!!!

«Alongside the material and financial support we will deliver, it is important that parents get advice when they need it — and we'll recruit 500 new health visitors by 2018 to better - support Scotland's families and further extend the family nurse partnership, which supports some of our youngest and most vulnerable parents.»

Parents or spouses who visit the centre sit first with an adviser, who hears their story, and then directs them to the services needed — mediation, collaborative divorce, addiction treatment, financial advice or parenting support.

If you're the parent of a child with special needs, we've drawn on Mumsnetters» advice to help you access support, both practical and financial, and we've got info about getting a diagnosis, common questions, special educational needs, statementing and more.

Responding to today's announcement by the FCA and HM Treasury on a consultation exploring what can be done to improve customers» access to financial advice, Hugh Savill, Director of Regulation at the ABI, said: «The new pension freedoms, which are designed to give people more options at retirement, have highlighted how important it is that financial services firms are able to offer consumers the support they need, in a way that suits their individual circumstances.

Yao's advice to women is to plan for income uncertainty by creating a financial strategy that fits their needs.

One of her early pieces of advice turned out to be just the kind of academic and financial support I needed.

• Providing these students with financial - planning advice early on, including information on private need - and merit - based scholarships, private loans, and school loans, as well as creating paid opportunities like paid research and internships.

Should you need such advice, consult a licensed financial or tax advisor.

Summer was scared the event would be «dodgy», but is now happy to seek advice from veteran sugar babies on whether or not she needs to declare the money she is given for tax, and other financial questions.

Her educational journey was transformed when she received a bursary from CAMFED — the Campaign for Female Education — which provided her with the financial help she needed to finish secondary school, as well as advice and counselling to succeed.