Sentences with phrase «of financial planner in»

Representation of financial planner in lawsuit brought by investor client for inappropriate sale of annuities and life insurance products.

Also, many of the financial planners in the XY Planning Network might be a good fit.

Not exact matches

«It's a milestone and an accomplishment to be proud of,» says financial planner Marguerita M. Cheng, chief executive officer of wealth management firm Blue Ocean Global Wealth, based in Gaithersburg, Maryland.

Tom Corley, an accountant, financial planner and author of «Rich Kids: How to Raise Our Children to Be Happy and Successful in Life,» has a similar stance.

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

HAVING spent three days at the Financial Planning Association (FPA) confer - ence in Brisbane last week, it is probably appropriate for me to report on the state of the nation, insofar as financial planners are cFinancial Planning Association (FPA) confer - ence in Brisbane last week, it is probably appropriate for me to report on the state of the nation, insofar as financial planners are cfinancial planners are concerned.

«Attaining millionaire status doesn't mean much anymore,» says financial planner Vid Ponnapalli, founder of financial planning firm Unique Financial Advisors in Holmdel, Nefinancial planner Vid Ponnapalli, founder of financial planning firm Unique Financial Advisors in Holmdel, Nefinancial planning firm Unique Financial Advisors in Holmdel, NeFinancial Advisors in Holmdel, New Jersey.

As few as 35 percent of financial planners have a succession plan in place.

Carolyn McClanahan, a certified financial planner and founder and director of financial planning at Life Planning Partners, sees opportunities in bonds.

«Coming out of the depression the Silents just didn't have much and likely neither did their families,» says Heather Franklin, a certified financial planner in Toronto.

Davidson recommends looking for an adviser with at least 10 years of experience in financial planning and who has a CFP (certified financial planner) designation, which is considered the «gold standard» for financial planning.

Many financial planners are doing a poor job at, well, planning — both for the future of their own firms and in grooming the next generation of advisors.

A certified financial planner, Yeske is managing director at wealth management firm Yeske Buie and holds an appointment as Distinguished Adjunct Professor in Golden Gate University's Ageno School of Business.

Many of the top advisors in the industry have designations such as certified public accountant (CPA), certified financial planner (CFP), certified fund specialist (CFS), chartered financial consultant (ChFC), chartered financial analyst (CFA), chartered life underwriter (CLU) and / or juris doctor (JD), and carry their Series 7, 24, 51, 63, 65, 66 and insurance licenses.

Robert Abboud, a certified financial planner based in Ottawa and author of No Regrets: A Common Sense Guide to Achieving and Affording Your Life Goals, says high - interest - bearing consumer debt should be tackled first.

Bell was hired as a senior vice-president of sales and syndication, which involved co-ordinating meetings for O'Leary, assisting in raising funds and building relationships with brokers and financial planners.

Most people in this stage of life could at least benefit from a one - time consultation with a financial planner who specializes in retirement planning.

The XY Planning Network would be a good place to look for a financial planner focused on people in this stage of life.

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.

«If you'd rather be able to call a landlord to handle issues when they arise, you may be better off renting for now,» says Certified Financial Planner John Piershale of Piershale Financial Group in Crystal Lake, Illinois.

A good financial planner will help you navigate and prioritize all of these responsibilities so that you can create a secure and enjoyable life for your family both today and in the future.

The real value of a good financial planner is in helping you live a better life.

The Financial Planning Association, an association of certified financial planners in the U.S., has put together a list of 20 key steps to wisely managing your investments and achieving your financiFinancial Planning Association, an association of certified financial planners in the U.S., has put together a list of 20 key steps to wisely managing your investments and achieving your financifinancial planners in the U.S., has put together a list of 20 key steps to wisely managing your investments and achieving your financialfinancial goals.

Personal property is something that people often fail to consider when drawing up wills and other estate planning documents, attorney John J. Scroggin told an audience of financial planners last week at the FPA Be conference in Nashville.

All young people can do is base their options on what the current health - care rules are today, said Carolyn McClanahan, both a certified financial planner and an M.D. «The number one thing young people need to do is continue to scream at the politicians to get some good health legislative policy in place,» said McClanahan, founder and director of financial planning at Life Planning Partners.

«The more you put in today, the much more you'll have later down the road because of the time value of money and the growth on investment returns,» Michael Solari, a certified financial planner with Solari Financial Management, told Businessfinancial planner with Solari Financial Management, told BusinessFinancial Management, told Business Insider.

«I tell them, «If you are interviewing other firms, ask them to give you the same [information] we can share with you that assures you there will be no disruption in service,»» said Carson, a certified financial planner and the founder and CEO of Carson Wealth Management Group.

You'll have more leeway to meet goals even in the face of unexpected problems like a market downturn, job loss or illness, said certified financial planner Evelyn Zohlen, president of Inspired Financial in Huntington Beach, Cafinancial planner Evelyn Zohlen, president of Inspired Financial in Huntington Beach, CaFinancial in Huntington Beach, California.

Most couples have some financial objectives with bigger costs and a more long - term outlook than a wedding, said Kevin Meehan, a certified financial planner and the regional president of Wealth Enhancement Group in Itasca, Illinois.

Consumers using their tax refund to pay down credit card debt should also look for ways to improve their cash flow, said Andrea Blackwelder, a certified financial planner and a co-founder of Wisdom Wealth Strategies in Denver.

Financial planners think the need for growth is just as important for retirees as younger investors, with 76 percent of respondents recommending that an allocation of between 51 percent and 75 percent of a retiree's portfolio be in stocks.

«The reason you have insurance is to provide protection for the people you're going to leave behind,» said Carolyn McClanahan, a certified financial planner and the director of financial planning for Life Planning Partners in Jacksonville, Florida.

«Pay attention to see if car insurance cards will expire soon,» says financial planner Lazetta Braxton Rainey of Financial Fountains in Baltimore, Md. «That can be a good reminder to shop around for better ratefinancial planner Lazetta Braxton Rainey of Financial Fountains in Baltimore, Md. «That can be a good reminder to shop around for better rateFinancial Fountains in Baltimore, Md. «That can be a good reminder to shop around for better rates.»

Additionally, according to certified financial planner Robert Leitner, president of Financial Advisory Network, those who divorce and then remarry can not collect on their ex's accounts; unless they remarry after age 60, in which case they can collect survivor financial planner Robert Leitner, president of Financial Advisory Network, those who divorce and then remarry can not collect on their ex's accounts; unless they remarry after age 60, in which case they can collect survivor Financial Advisory Network, those who divorce and then remarry can not collect on their ex's accounts; unless they remarry after age 60, in which case they can collect survivor benefits.

Households that spend $ 50,000 at age 65 tend to see a decline by about 15 percent over the next 15 years and 20 percent by age 85, according to Jonathan Guyton, a certified financial planner and principal at Cornerstone Wealth Advisors, in an article in the Journal of Financial financial planner and principal at Cornerstone Wealth Advisors, in an article in the Journal of Financial Financial Planning.

Turczynski and his wife enjoy attending «TPC Cafes,» financial life planning group discussions hosted by their planner, Marty Kurtz, founder of The Planning Center in Moline.

Bera, a certified financial planner and founder of Gen Y Planning, works with clients in their 20s and 30s.

'' [T] he [mistake] that's the most painful, that shaped me as a person, it's getting in credit card debt in college,» Bach explained on the debut episode of «Better Off,» a podcast hosted by financial planner and business analyst Jill Schlesinger.

«It's not just looking at numbers,» says Therese Nicklas, a certified financial planner and owner of The Wealth Coach for Women in Rockland, Massachusetts.

says Carl Goodin, a certified financial planner and president of Financial Planning Associates Inc. in Ellisville, financial planner and president of Financial Planning Associates Inc. in Ellisville, Financial Planning Associates Inc. in Ellisville, Missouri.

Certified Financial Planner Board of Standards Inc. owns the certification marks CFP ®, CERTIFIED FINANCIAL PLANNER ™ and CFP ® in tPlanner Board of Standards Inc. owns the certification marks CFP ®, CERTIFIED FINANCIAL PLANNER ™ and CFP ® in tPLANNER ™ and CFP ® in the U.S.

Most people go to financial planners for advice on how to manage investments and save for retirement, but a new trend in money management is challenging investors to take a more holistic view of their money.

Certified financial planner Larry Breen, founder of Breen Financial Management in Lake Mary, Florida, said there are several requirements that should be in place for it to be wofinancial planner Larry Breen, founder of Breen Financial Management in Lake Mary, Florida, said there are several requirements that should be in place for it to be woFinancial Management in Lake Mary, Florida, said there are several requirements that should be in place for it to be worthwhile.

Charles Sachs, a certified financial planner and accountant in Miami, recommends using the spending log and other tools in the «Building Wealth» online guide, created by the Federal Reserve Bank of Dallas, to track your spending and create a budget.

The deduction doesn't have to be for an entire room, if that section of a room is not used for personal purposes, says Cynthia Turoski, a certified financial planner and certified public accountant with Bonadio Wealth Advisors in Albany, N.Y.

Its new Vanguard Personal Advisor Services — low - cost financial guidance provided by an online «robo» platform and a pool of 450 human certified financial planners — launched in May 2015 and, with $ 47 billion in assets, has easily surpassed trendy fintech startups like Betterment and Wealthfront.

Seattle - based financial planner Mindy Crary agreed to split the cost of a hotel room with a colleague at a conference, only to learn at check - in that the additional bed she'd ordered was a fire - code violation.

The company has also expanded its staff of certified financial planners — it now has 50 throughout the contiguous U.S. — and has brought on a recruiting specialist to oversee the increase in hiring.

Run your details through a life expectancy calculator like Livingto100.com or the True Vitality Test at BlueZones.com, said certified financial planner Carolyn McClanahan, director of financial planning for Life Planning Partners in Jacksonville, Florida.

If you're considering spending outside of that budget or prioritizing something material over a bill coming due, it may mean you need to cut back in some other way, according to Tom Corley, an accountant, financial planner and author of «Rich Kids: How to Raise Our Children to Be Happy and Successful in Life.»