Sentences with phrase «of financial planners»

Another survey, a poll of financial planners by the American Institute of CPAs, found that even affluent clients have substantial fears about outliving retirement money and runaway health expenses.

We have a long history of saving and investing, as well as receiving advice and guidance from the likes of financial planners and accountants.

A nationally - recognized expert and speaker on financial, emotional, and practical issues of divorce, Shepherd has addressed groups of financial and legal professionals ranging in size from 50 to 500, including the Canadian Institute of Financial Planners (CIFPs), the Investors Group, and delegates attending IDFA's National Conferences.

Names of financial planners and resources who can calculate the value of a business and / or pensions

A majority of the financial planners recommend that the primary step in every financial preparation should be to make sure that one has sufficient health insurance plan.

«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.

Even though this may seem like a strange way to do things, it is very old hat in the investment world, is taught in every real investment school, and is practiced by the majority of financial planners and professional investment managers (although not very well in the Real World).

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

Already hundreds of financial planners are working with robo - advisors in this way or something similar.

Regardless, even this list has its limitations due to the lack of regulation of financial planners and financial planning in this country, James.

IRA Association of America is an alliance of financial planners, real estate agents, attorneys, bankers, investment advisors, and CPAs.

My point here is that the existing conflict between the interests of the financial planners and the interests of their clients is a temporary phenomenon.

There is no law of the universe that says that the interests of financial planners and their clients need to be at odds.

The Garrett Financial Network has a stable of financial planners who, unlike most advisers, are willing to work for an hourly fee (typically $ 175 to $ 250 an hour).

I would say that this Joe fellow could be one of the financial planners who is new in the industry, doesn't explain the MER's well to his clients, and has just lost one (or more) big clients because they talked to a group plan representative.

ASIC's MoneySmart is put together by an experienced team of financial planners, consumer educators and teachers.

There are theories that work in the market over time, but they do not work year after year, the results come in lumps, unlike the projections of the financial planners.

The Center will attract and develop the next generation of financial planners to replace the retiring workforce.

Kitces is also co-founder of XY Planning Network, an organization of financial planners who target millennial and Generation X clients and accept no compensation from selling financial products.

There are plenty of financial planners who can help you manage your retirement funds.

I am one of the financial planners at Motley Fool Wealth Management and we are excited to be bringing you two new SMA strategies.

Our dedicated team of financial planners does not take a «cookie cutter» approach to our clients» futures.

This may partly be due to the tendency of financial planners to encourage married couples to participate together in the process.

«For people who are scared of banks and scared of financial planners and don't trust anyone and want to save that's where things like the SPP and PRPPs maybe have a home.»

When I spoke on the subject of Roth conversions to a gathering of financial planners earlier this year, one of the questions at the end caught me off guard.

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.

Running out of money ranks as Americans» top retirement concern, according to a recent survey of financial planners.1 Guaranteed streams of income may help reduce anxiety about outliving savings and help people maintain their lifestyle during retirement.

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

Also, be wary of financial planners who advise you to take your pension as a lump sum: sometimes they're swayed by the idea of receiving hefty commissions for reinvesting your savings.

Dr. Stanley served as a top - rated main platform speaker for The American Bankers Association, Society of Certified Public Accountants, the Securities Industry Association, The International Association of Financial Planners, The Association of Estate Planners, and the Million Dollar Round Table.

She seeks out the advice of financial planners, psychoanalysts, therapists, household management consultants, priests, rabbis, and the United States government.

The banks use a funky structure of Australian financial planning law to use subsidiary companies with often - unrelated names to run big networks of financial planners.

This is partially because it runs counter to the business models of financial planners and Wall Street.

The best part is that a growing number of financial planners now operate out of their home, further serving to minimize your expense.

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

The company will work with networks of financial planners who want to help their clients diversify and perhaps mortgage bankers as well, Weiss said.

Get started online or connect with one of our financial planners.

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.

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

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

Nevada recently revised the definition of financial planner «to remove the exclusions for a broker - dealer, a sales representative and an investment adviser, thereby making such persons subject to the provisions of existing law governing financial planners.»

But he says the new products will serve the needs of another market — individuals who do not want or need, or who can not afford, the services of financial planner.

So I decided to enlist the services of a financial planner to analyze my situation and make recommendations.

Just learn how to get the most out of your financial planner and get tips on how to work with a financial specialist so you can improve your debt and money management skills to start building your wealth.

What type of financial planner do you prefer?

Beyond that, I think it's helpful to consider the services of a financial planner.

If you're not sure what your financial goals should be or need help managing your money, seek the help of a financial planner.

It's never a good idea to blindly accept a piece of advice, even if it comes from the mouth of a financial planner.

Managing your personal finances can be tricky, but one way to plan and secure your finances is seeking the help of a financial planner.