Sentences with phrase «of a financial advisor before»

You should always validate the credentials of any financial advisor before working with them.

You should avail the services of a financial advisor before making any investments.

Not exact matches

Financial advisors Shannon Eusey and Zaneilia Harris warn investors against cashing out of a 401 (k) plan before retirement.

«I had some clients whose retirements were saved because of [variable annuity] contracts they purchased before the financial crisis,» said Marc Ruiz, a financial advisor with Oak Partners and a registered rep with SII Investments.

Before you broach the subject with your loved ones, financial advisor Denise Gott, of LTC Financial Partners, offers some important questions to financial advisor Denise Gott, of LTC Financial Partners, offers some important questions to Financial Partners, offers some important questions to consider:

Accordingly, before making any final decisions or implementing any financial strategy, we recommend that you obtain additional information and advice of your accountant and other financial advisors who are fully aware of your individual circumstances.

It's similar to the idea of encouraging people to do their own taxes before they get too unwieldy so at least you have a basic understanding of investments and your money and can have more fruitful discussions with your financial advisor.

As I'm sure didn't escape your attention, these articles represent next - level analysis of financial advisors that we haven't before seen in the consumer press.

While refinancing can be helpful, borrowers should weigh all the options available to them; review their financial status; and speak with family, a financial advisor, a college guidance counselor, or other certified professionals who can help review the pros and cons of refinancing before making a final decision.

«Most investors tend to be either eternal optimists who believe that they can see the downturn right before it happens, or those who admittedly know little about investing,» said Rob Drury, executive director at Texas - based Association of Christian Financial Advisors.

Please get the advice of a competent financial advisor before investing your money in any financial instrument.

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.

Prior to joining Pure, Joe worked for several years with one of the nation's largest financial planning firms, where he was a financial advisor before becoming a district manager and then Vice President.

The project sponsor must pay Advisors» fees upfront payment in the amount of $ 250,000 before DOT hires financial and / or legal advisors as part of the Letter of Interest review Advisors» fees upfront payment in the amount of $ 250,000 before DOT hires financial and / or legal advisors as part of the Letter of Interest review advisors as part of the Letter of Interest review process.

Investors are encouraged to consult with their financial advisors regarding the specific implications of buying or selling Barnes & Noble common stock on or before the distribution date.

Before I go any further with this post, I'd just like to say that I am not a financial advisor, an accountant, a lawyer, or anyone else qualified to be handing out any kind of advice.

Because of the particularly high interest rates that many credit cards carry, financial advisors recommend focusing on paying down this debt before other types of loans.

If your financial situation has become problematic and you're eyeballing your 401K plan as a possible out, most financial advisors will tell you; you need to have a full understanding of the consequences before you move that direction.

You acknowledge that your personal financial circumstances are unique, and that before any information you obtain through the Service is acted upon, you should obtain the advice of a financial advisor or other financial planning professional who is aware of your personal financial circumstances.

Financial advisors and money managers must do a detailed risk assessment regarding each client before they can recommend a course of action.

One way to gauge the competence of any financial advisor is to observe how much time they spend with you before they start making recommendations.

Pam introduces the different types of financial advisors, the pros and cons of each, their compensation and the importance of checking the background of your potential advisor before hiring him or her.

A lot of parents can't afford to fund college accounts for their kids and a retirement fund for themselves, and most financial advisors would tell you that your retirement should come before your kids» college funds.

Before investing in this type of passive income, you should first speak with a reputable financial advisor if you are interested in purchasing an annuity.

Please consult your personal financial advisor who knows details of your situation before assuming no assets or exceedingly high assets are needed to achieve retirement results.

You may wish to seek advice from a financial advisor before purchasing units of any Schroder fund.

So before becoming a client of any financial advisor, take the time to find out which type of license they hold and which investments they're allowed to sell.

If you do just these three things, your financial interests are more likely to come before those of the planner or advisor.

Before changing to this type of registration, speak with your financial advisor, attorney and / or tax advisor to determine what type of registration is right for you.

An investor may consult his financial advisor before investing in the schemes of mutual funds.

Which is notable both that major investors now see the upside of «robo» platforms as expanding them back into human advisors, and also because if it works it could dramatically alter the landscape for 401 (k) rollovers by making those assets «advised» by a comprehensive financial planner before they ever become a rollover opportunity in the first place!

Synchrony Bank does not provide tax advice so be sure to contact your tax advisor or financial consultant before opening or contributing to an IRA, or making any rollovers of transfers of an IRA or 401 (k).

Before deciding to trade, you should become aware of all the risks associated with CFD trading, and seek advice from an independent and suitably licensed financial advisor.

While refinancing can be helpful, borrowers should weigh all the options available to them; review their financial status; and speak with family, a financial advisor, a college guidance counselor, or other certified professionals who can help review the pros and cons of refinancing before making a final decision.

MJ — I've made this comment before here, but I am skeptical of the Dalbar study — nobody seems to know any of the details of the research they did and since they seem to be sponsored by some sort of financial advisor group then the numbers are quite biased in my opinion.

As a financial advisor I do advise my client to invest in mutual funds along with other options, but I also disclose up front before they invest a dime about the MER's and how they work; I also disclose the options of DSC and No - Load funds.

Because of the complexity of many types of planned giving vehicles, we strongly recommend that you consult your attorney and financial advisors before entering into any planned giving arrangement.

The additional game delays, hiring of a financial advisor and refusal to take questions increase our skepticism that a turnaround plan can be executed before the company runs out of cash,» said Pacther.

Shortly before his death, Rothko and his financial advisor, Bernard Reis, had created a foundation, intended to fund «research and education», that would receive the bulk of Rothko's work following his death.

Before making a gift to the Museum, you should consult with your financial, tax, and legal advisors for a thorough analysis of your individual situation and the tax consequences and to decide which of these ways of giving might work best for you.

Allegations of stockbroker and financial advisor misconduct are generally resolved through arbitrations held before the Financial Industry Regulatory Authority («FINRAfinancial advisor misconduct are generally resolved through arbitrations held before the Financial Industry Regulatory Authority («FINRAFinancial Industry Regulatory Authority («FINRA»).

(For the sake of proper planning, consulting a financial advisor before the will writing process may also be a good idea.)

Long before same - sex marriage was legal, Wells Fargo was helping same - sex couples get their finances in order by creating and sponsoring the Accredited Domestic Partner Advisor (ADPA) designation through the College of Financial Planning, best known for its Certified Financial Planning (CFP) designation that financial adviFinancial Planning, best known for its Certified Financial Planning (CFP) designation that financial adviFinancial Planning (CFP) designation that financial advifinancial advisors use.

Be sure to do your homework and talk with a trusted insurance professional or financial advisor before deciding on the type of life insurance that will provide you with the most value and satiate your hunger for peace of mind.

It is your duty to improve your credit history and also consult financial advisors before thinking of buying your auto insurance.

Still, keep in mind the law is new, which means you should probably check with an attorney or financial advisor before you take advantage of any of its provisions.

While all of these tips are pretty reliable ways to pay down your mortgage, please consult a financial advisor before acting on a strategy.