Sentences with phrase «number of financial goals»

The great thing about life insurance is that it's extremely flexible and powerful tool for meeting any number of your financial goals.

All of these options can help you earn high interest and reach any number of financial goals.

Roth IRAs can be used for a number of financial goals, from retirement, to college savings, to an emergency fund, to a house down payment.

Not exact matches

Beyond its financial goals, UnitedHealth executives outlined a number of programs that tap Optum's data and apply machine learning to improve patient engagement and outcomes with both commercial employer members and Medicare enrollees.

Content campaign success is made up of a number of interrelated factors, including: audience segmentation and targeting, execution, engagement, influence, impact on long - term goals and financial ROI.

«To get to your number, you need to determine how much income you think you'll need to live on each year, based on your retirement lifestyle goals, then multiply that by the number of years you expect to be retired, writes certified financial planner Matt Shapiro.

Your numbers look great and am in admiration of your progress towards your goals (both financial and personal).

This depends on your income level, whether you have additional sources of income, number of children and household members, your age and short - and long - term financial goals, retirement goals, and other factors.

Conceding that it was now unlikely New Labour's pledge to halve the number of children living in poverty by 2010 would be met, the financial secretary, Stephen Timms, said the state of the economy had forced the government to rethink how best to fulfil the longer term goal of eradicating child poverty in the UK by 2020.

The Immigration Act of 1924 limited the number of immigrants allowed entry Financial independence is a huge financFinancial independence is a huge financialfinancial goal.

It contains a number of planning tools, such as budgeting worksheets, spending logs and financial goal action plans.

What it should be for you depends on a number of things, including your overall financial situation (both your current finances and how stable you expect them to be over time), your level of financial «education», the costs of your mortgage, the alternative investments available to you, your investing goals, and your tolerance for risk.

A financial adviser can help by running the numbers and demonstrating that you can meet your short - and long - term financial goals with ease, so it's okay to enjoy some of your money today.

Cutting your spending will directly affect this total goal for financial freedom and therefore, the number of years you will need to work.

According to the 2013 Fidelity Resolutions Study, the number of people making financial resolutions is at an all - time high and almost half of the survey respondents reported achieving over 80 % of their financial goals last year.

There are now a number of applications and digital tools to help you manage your money from making a budget, tracking your expenses, and achieve your financial goals.

This is another common question, since for many residents of Kitchener - Waterloo owning a home is their number one financial goal.

There are a large number of banks offering CDs and many compete to have the best CD rates so shop around using the money-rates.com tool to get the right CD for your financial situation and goals.

Tom Feigs, a certified financial planner with Money Coaches Canada ran the numbers and believes Dereck and Heather should reach their goal of generating $ 48,000 in net average annual income for life.

If your goal is to eventually own your home outright, paying off your home mortgage is key, and doing so can provide you with a number of tangible and highly rewarding benefits, financial...

There are a number of ways to reach your financial goals, but that all depends on your specific needs.

With a safety net, they could reach the ultimate goal of financial independence — a status that 54 percent of respondents listed as their number - one way to be happy with their money situation.

2 — If you are investing to accumulate for a financial goal, you can have a re-look at the portfolio composition based on the number of years left to reach the goal target.

Buying a house with that max number will force you to dedicate more of your monthly earnings toward your mortgage and less towards your other financial goals.

Annuities are designed to help meet a number of long - range financial goals.

The key questions are — how long do you plan to stay in the home, when do you want to pay off the mortgage or sell the property, what will your income look like in the next 3, 5 — 10 years — do you need better cash flow with lower payments or a workable repayment plan to pay off the mortgage sooner — knowing the borrower's short and long term plans and financial goals is necessary to make the best options avilable — the numbers of actual cost and benefits are the answer — show the total costs of principal and interest over 5 year periods and the total for keeping the loan for the full term, these are the real costs and savings for the borrower.

But you can tailor an allocation to your financial and psychological profile if you consider your age, number of years until retirement, your financial goals and obligations, and your personal comfort with investment risk.

Not according to a number of financial experts, including Robert Abboud, an Ottawa — based CFP and the author of No Regrets: A common sense guide to achieving and affording your life goals, our very own Canadian Capitalist blogger, Ram Balakrishnan, and Dr. Moshe Milevsky, the York university professor whose initial 2001 study became the impetus behind the current belief that you'll always save with a variable rate mortgage.

Planned Giving allows you to organize your gift in a number of ways to maximize tax benefits and at the same time achieving personal financial goals while supporting a cause you believe in.

We've vetted some of the most popular offers on the market and narrowed down the list to a select number that fit with what we value in a credit card — namely, balancing rewards with Swiss Army knife - style perks that help Fools beat their financial goals.

«It's clear that developed countries» reluctance to deliver on their financial goals is infecting a number of different streams of negotiations.

Of course, the number one goal in an accident injury claim is to recover financial compensation for accident - related injuries and property damage.

Member Assistance Program (MAP), which is funded by the Law Society of Upper Canada with the financial support of LAWPRO, provides a number of resources that can help you deal with stress and achieve your health and wellness goals.

It's flexible, and can help you meet a number of important goals, including protecting your income building equity, providing an additional source of retirement income, and leaving a financial legacy for your loved ones.

The amount of annuity you need depends on a number of factors like your financial liabilities, goals, daily expenses, lifestyle, savings etc..

The dollar amount you choose for your policy depends on a number of factors, such as how much income you want to replace, how much debt you have, whether or not you have a mortgage and your long - term financial goals for your family.

Many factors, from the size of your company, to the number of workers you employ, the materials they handle and whether you have business vehicles, will determine the specific coverage you need to mitigate risk and protect your company's financial goals.

You see, here at TermLife2Go, our number one goal is to help improve the financial security of our clients.

If you're a little dicey about your own financial goals and priorities, you better take professional help or consult to someone close who's good with numbers and who has set an example of making money with wise investments.

A life insurance will serve different needs of a life insurance plan depends upon different stages of life such as the expectation of liabilities, number of dependants, lifestyle and financial goal as well.

Assess your Life Cover Accurately: It is imperative to assess the life cover or Sum Assured, based on the number of dependants you have, how much money you require meeting your financial goals which are pending like building a house, child's education, child's marriage and how much debt / liabilities you need to pay.

Many factors, including your company's size, the number of employees you have, and the materials and business vehicles you use will determine the specific coverage you need in order to mitigate risk and protect your company's financial goals.

Assess the Life Cover: Before buying a term insurance plan, you should first assess the life cover you need depending on the number of dependants and their financial goals, so the life cover you choose must fulfill all the financial requirements, in your absence.

Assess your Life Cover Accurately: It is imperative to assess the life cover or Sum Assured, based on the number of dependants you have, how much money you require to meet your financial goals like building a house, child's education, child's marriage and how much debts / liabilities you need to pay.

There is a number of products that are offered right from the fueling investment need to meeting different financial goals.

The contracts must define the goals of your instruction, not include any indication that places financial responsibility for accidents to school - owned vehicles during instruction on the student or parents, contain page numbers, and include the DMV toll - free number at the bottom of the contract.

Possess a proven leadership ability to build, motivate and maintain staff, while possessing a working knowledge of personnel reports, margin reports, weekly sales numbers and financial goals.

Collector III (9/2007 — 9/2008) • Aided non-prime borrowers in bringing loan payments current utilizing a variety of related programs, providing customized solutions based upon individual financial needs • Assisted team manager with maintaining and distributing month - end numbers to peers, providing relevant information to help staff achieve all individual as well as team monthly goals • Created and facilitated various training classes to assist peers with negotiation skills, reducing the past - due loan balances outstanding while improving departmental bottom - line • Coached prime and HAD agents on negotiation skills as well as objection handling and time management

• Advise staff of any changes in policy and procedures, allocate resources, plan work schedule and assign work • Train current and new staff members, conduct performance reviews and make recommendations regarding corrective actions and dismissals • Proactively assist departmental manager with scheduling for entire department for various training courses to ensure service level is met • Create and distribute various reports to staff and peers Collector III (September 2007 to present) • Assisted non prime borrowers in bringing their loan current using one of the variety of programs offered customized for individual financial needs • Assisted team manager with maintaining and distributing month end numbers to peers needed for individuals to achieve individual as well as team monthly goal • Proactively created and facilitated various training classes to assist peers with negotiation skills, creating a sense of urgency as well as curing past due mortgage loans • Peer coached Prime and HAD agents on negotiation skills, overcoming objections and handle time Financial Service Advisor / Relief Team Manager (March 2006 to September 2007) • Proactively contacted Card members that were deemed likely to attrite, educated them on their current terms and offered competitive balance transfer rates based on their individual credit history • Assisted with new hire training and development • Created reports assisting peers with agent availability which increased team results by 20 % • Provided feedback to marginally performing associates to improve both individual and department performance in percentage of contacts to attempts, phone availability and sfinancial needs • Assisted team manager with maintaining and distributing month end numbers to peers needed for individuals to achieve individual as well as team monthly goal • Proactively created and facilitated various training classes to assist peers with negotiation skills, creating a sense of urgency as well as curing past due mortgage loans • Peer coached Prime and HAD agents on negotiation skills, overcoming objections and handle time Financial Service Advisor / Relief Team Manager (March 2006 to September 2007) • Proactively contacted Card members that were deemed likely to attrite, educated them on their current terms and offered competitive balance transfer rates based on their individual credit history • Assisted with new hire training and development • Created reports assisting peers with agent availability which increased team results by 20 % • Provided feedback to marginally performing associates to improve both individual and department performance in percentage of contacts to attempts, phone availability and sFinancial Service Advisor / Relief Team Manager (March 2006 to September 2007) • Proactively contacted Card members that were deemed likely to attrite, educated them on their current terms and offered competitive balance transfer rates based on their individual credit history • Assisted with new hire training and development • Created reports assisting peers with agent availability which increased team results by 20 % • Provided feedback to marginally performing associates to improve both individual and department performance in percentage of contacts to attempts, phone availability and sales rate

If you are one of the increasing number of married couples going through divorce after 50, making finances your top priority and setting financial goals could help you protect your future.