Sentences with phrase «of overall financial planning»

Life insurance coverage should be part of overall financial planning, which should include assessing current and future cash flow needs.

Insurance is an integral aspect of overall financial planning.

Therefore, life insurance is often used today as part of the overall financial planning process.

So, if you are on a fixed budget, knowing that your life insurance premium will remain the same can allow you to plan for — and to keep — this important protection as a part of your overall financial planning.

Protecting the people and the things that are important to you is an indispensable part of your overall financial planning.

Life insurance is an important part of overall financial planning both for new investors and seniors.

Regardless of your current age, this protection can be an essential part of your overall financial planning.

Life insurance is an important part of overall financial planning.

This can be especially serious if, like me, you use your credit cards as part of your overall financial planning.

FMF: You talk about it a little in your section on retirement, but can you share more of your thoughts on giving and, in particular, how the average person should look at giving as part of his overall financial planning?

As part of your overall financial plan, you may wish to preserve some principal for use in an emergency or to leave a legacy for heirs.

For many, life insurance is a critical component of an overall financial plan, and selecting the right amount of coverage and policy type can be a challenge.

Think of your savings as part of your overall financial plan.

Rather than focus solely on the rate, however, you should consider how refinancing fits in the context of your overall financial plan.

Eliminating your home equity loan is a worthy goal, but be sure you consider this move in the context of your overall financial plan including contributing to a retirement fund and having a solid emergency fund.

Regardless of which home loan you choose, comparing interest rates and fees in the context of your overall financial plan can help you make a solid decision.

Reverse Mortgages Should Be Used Sooner Rather than Later If a reverse mortgage is used as part of an overall financial plan it can help avoid financial stress down the road.

Your decision to refinance or not should be made in the context of your overall financial plan.

Including insurance as part of your overall financial plan and choosing from a range of solutions for your CIBC Mortgage Loan, Personal Line of Credit, Credit Card or Personal Loan can help you and your family cover your loan payments in the event of disability, job loss *, critical illness ** or in the event of death.

«It's one of the most advantageous tax strategies available to people who make charitable giving part of their overall financial plan,» says Jacqueline Valouch, vice president and charitable planning consultant with Fidelity Charitable ®, an independent public charity.

Your financial professional can help you evaluate whether an annuity, as part of your overall financial plan, can help achieve retirement goals.

Consider the payment in the context of your overall financial plans and make sure the payment is comfortable.

Planning to reduce taxes is an essential piece of your overall financial plan, but tax laws can be complex.

Investing for one's future is not a task to be taken lightly and should be done as part of an overall financial plan.

If none of these apply to you and none of these circumstances are part of your overall financial plan, then save your money.

You can work with a financial professional to include this type of policy as part of your overall financial plan.

Think of your savings as part of your overall financial plan.

Either way, it's up to you to hold on to redundant cash accounts just as long as you're aware of this situation and you've intended it to be part of your overall financial plan.

We can help you create an insurance strategy for your current and future life stages, as part of your overall financial plan.

Life insurance policies and products offer a great deal of flexibility and should be considered part of your overall financial plan.

Remember, investing is just one component of your overall financial plan.

Donor - advised funds like the Giving Fund from TIAA Charitable can be a smart way to make charitable giving part of your overall financial plan.

Buying a home will likely be the largest purchase you make in your lifetime, which is why protecting it should be a key part of your overall financial plan.

Whole life policies can be selected as part of your overall financial plan, but because you are not only paying for the life insurance premium in a whole life policy, but are also paying for a «savings» element, the cost will be more.

As a senior, life insurance can still be an important component of your overall financial plan.

Yes, it's a fact that life insurance isn't the most intriguing topic but having a clear understanding of your life insurance policy (ies) is a very important part of your overall financial plan.

When determining how much life insurance you need, it's a good idea to put the decision into the context of an overall financial plan.

Having an estate plan is an important part of your overall financial plan.

As part of an overall financial plan, Creedon recommended that she purchase $ 150,000 of life insurance in a 20 - year term policy.

Adult life insurance coverage should be an important part of your overall financial plan.

Purchasing life insurance coverage can be a key component of your overall financial plan.

Term Life Insurance is also often a smart choice as part of an overall financial plan.

More and more, financial advisers are recommending that clients have long - term - care insurance as part of their overall financial plan.

It is also recommended that you review your life insurance coverage during the routine update of your overall financial plan.

I think qualified plans are a good part of the overall financial plan and can be used to great advantage for RE investing along with correctly structured life insurance to provide adequate liquidity since most real estate is not very liquid and credit is not always available to obtain the access to capital that you may need (tailored to RE investor audience) especially in an emergency when your credit tanks or borrowing guidelines are constantly changing.

Not exact matches

«Our overall mood influences our willingness to take risks,» said Victor Ricciardi, finance professor at Goucher College and co-editor of the book «Investor Behavior: The Psychology of Financial Planning and Investing.»

Weigh that wedding against others on the calendar and your overall budget, said Sophia Bera, a certified financial planner and founder of Gen Y Planning in Austin, Texas.

His responsibilities have included developing action plans to achieve overall financial and marketing goals and initiatives, while ensuring the effectiveness of operations, merchandising, inventory, signing and pricing.

Ropes Wealth Advisors seeks to enhance the wealth and legacy of individuals, families and the institutions it serves, offering investment management and financial planning services that are customized and unbiased and seamlessly integrated with a client's overall wealth management goals and strategies.

Appropriations prepared on an accrual basis would provide Parliament with information for control and approval of spending that is the same as the overall government financial plan and summary financial statements» [4].