Sentences with phrase «of professional financial advice»

As a result, the parties are able to merge their attorneys» legal advice with the financial neutral's advice, which often leads to much more sophisticated or nuanced settlement results than would be true if everyone is mechanically dividing assets and debts without the benefit of professional financial advice.

Not exact matches

While I believe almost everyone should get the advice of a professional certified financial planner when making this decision, there are some ways to start figuring out how close you are to realizing your retirement dreams.

They watched as their parents struggled through the recession due to decisions they made on the advice of many different kinds of financial professionals, and as a result, they tend to seek out alternative methods for managing their money.

CNBC asked that question of financial advisors Scott Hanson, Peter Mallouk, Ron Carson, Louis Barajas and Cathy Curtis, who each welcomed the opportunity and weighed in with some professional financial advice.

And as more Americans pull out of the recession, demand for professional financial advice is poised to increase.

The beautiful interface will focus on connecting those who value professional advice to a team of the most qualified financial advisers, estate planners, tax attorneys, and career coaches.

Prior to making any investment or financial decisions, an investor should seek individualized advice from a personal financial, legal, tax and other professional advisors that take into account all of the particular facts and circumstances of an investor's own situation.

With a number of organizations already in court making their case why this rule is unworkable, it's clear that jobs are on the line, and more importantly, families will lose access to sound professional financial advice.»

Our investment tools and services help meet the needs of a broad range of investors — from the novice, first - time investor to someone looking for the ongoing advice of a financial professional.

If you're looking for broad - based advice about various aspects of your financial life, hire a CERTIFIED FINANCIAL PLANNER ™ (CFP ®) professional.

Investors should seek professional financial advice and obtain a full explanation of any proposed investment before making a decision to invest.

The articles posted on this blog / website are the opinion of the author and should not be considered professional financial advice.

Given the «significant changes to retirement saving since the passage of ERISA,» the Coalition said, «it is entirely appropriate for the DOL to reevaluate the 40 year - old - rule defining the fiduciary standard for those financial professionals providing investment advice to retirement savers,» adding that the Coalition urges OMB to complete its review of the rule «in a timely fashion.»

«Given the significant changes to retirement saving since the passage of ERISA, it is entirely appropriate for the DOL to reevaluate the 40 - year - old rule defining the fiduciary standard for those financial professionals providing investment advice to retirement savers,» the FPC said in a statement.

Alantra is a global investment banking and asset management firm focusing on the mid-market with offices across Europe, the US, Asia and Latin America Its Investment Banking division employs over 260 professionals, providing independent advice on M&A, debt advisory, financial restructuring, credit portfolio and capital markets transactions The Asset Management division comprises a team of 78 professionals with $ 3.7 bn in Private Equity, Active Funds, Debt and Real Estate

User is solely responsible for verifying the information as being appropriate for user's personal use, including without limitation, seeking the advice of a qualified professional regarding any specific financial questions a user may have.

Perhaps the criminalization in other countries of the inexplicable business model used by the vast majority of American «financial advisors» will serve as an example of what real reform looks like and suggest to Americans that financial advice is in fact not «free,» that financial advisors are actually true professionals, and that it's infinitely safer for your wallet and better for your peace of mind to be invoiced by your advisor and never have to wonder if you got good advice or just a good sales pitch.

First, seek out the advice of financial professionals if you aren't well - versed in the investment industry.

This material is intended for use by financial professionals or in conjunction with the advice of a financial professional.

Given the potential financial ramifications of these choices, it makes sense to consult a financial professional for advice and guidance on RMDs.

Upon returning to the workforce, Cheryl took the steps necessary to become a licensed financial services professional and quickly realized the vast majority of current and prospective retirees did not have access to the advice and resources required to make an educated decision on, what in most cases, will prove to be one of the most critical financial decisions they'll ever make; when and how to claim Social Security retirement benefits.

Starting Oct. 1, 2019, CFP ® professionals must act in the best interest of the client at all times when providing financial advice.

Working with a CFP ® professional will ensure that your money is in the hands of an ethical and competent financial planner, giving you the confidence that all financial advice is given, and investment decisions are made with your best interest in mind.

You're starting to wonder if all this physical, emotional and financial stress is really worth it and just who can you trust in terms of all the health care professionals offering up advice?

My advice would be to utilize your networks to meet professionals in a variety of financial services positions.

Modern Man: Mens Style, Gadgets, Dating Advice, Grooming, Money, and Humor S., one of my clients who prefers to remain unnamed, is a well - dressed, successful 40 - year - old financial professional who owns his own house and car.

Advice for payroll professionals on preparing for the end of the financial year.

They should be able to provide clear, authoritative and impartial professional advice and objective financial analysis and interpretation of complex situations.

Samantha Mann of the Chartered Institute of Payroll Professionals, shares her advice on preparing for the end of the financial year and what to expect in the next one

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.

No professional designation can guarantee competence, but you'll increase your chances of getting knowledgeable advice if you stick with a Certified Financial Planner (CFP) or Chartered Financial Consultant (ChFC).

When you're getting professional financial advice, you need to fully understand all of the ways you're paying for that advice.

Regardless of how you stumbled into being tempted to get professional financial advice, there are some truths you need to know before diving in.

The only real scenario when I can see professional financial advice being practical is a situation when someone receives a windfall, and hasn't had to invest large sums of money before.

Credit Counseling Professional advice given to consumers about financial planning, budget management, and methods of debt repayment.

Applicants that are serious about landing a great mortgage are willing to seek the advice of professional financial counselors.

Last April, the Department of Labor (DOL) decided that financial professionals giving advice for retirement assets must act in their client's «best interest».

Seeking advice from a financial planning professional can be an important part of this process.

Regardless of which bankruptcy option you choose, getting sound financial advice from a professional is recommended to ensure the most successful path after bankruptcy.

While this decision is not hugely complicated, it's always good to seek the advice of a trusted financial professional before moving forward on these important matters.

If you do want professional advice, I generally prefer other types of financial advisors over a broker, as a broker's interests are not always as aligned with an investor's best interest as one would like.

VA's Insurance Service provides beneficiaries with free, professional financial advice from FinancialPoint, an independent company whose team of professionals are experts in handling a wide range of financial matters.

The NextGen Client Direct Series is available for self - directed investors — those who do not seek the professional advice of a financial advisor.

The U.S. Department of Labor has proposed a «fiduciary rule» that would require all financial professionals to stop giving conflicted (i.e. self - serving) advice when it comes to retirement investments.

Seek the advice of a financial professional who can guide you through the process — especially if you've made Traditional IRA contributions in the past.

The information posted on this website (financejourney.com) is the opinion of my own and should not be considered as professional financial advice.

The results produced in this section of the tool are for general information only and should not be taken as professional financial advice.

Barry learned the hard way that you can't blindly follow advice from «financial professionals», because some of them are just out to «make a buck»; they are not always acting in your best interests.

«The number of participants completely turning their portfolio construction over to a professional, or obtaining advice from professionals, is an important trend in the potential future financial security of retirees,» said Jean Young, co-author of the report.

Remember, buying a home is likely to be the biggest financial decision of your life, so the more professional advice you take to heart, the more likely you are to enjoy stable ownership going into the future.