Sentences with phrase «old certified financial planner»

Bao Lam, a 43 - year - old certified financial planner in Waterloo, Ont., believes in second opinions.

«Debt is saddling a generation, particularly the older end of this generation,» said Douglas Boneparth, a 30 - year - old certified financial planner with Life and Wealth Planning in New York City.

Not exact matches

Sadly, this mindset is especially prevalent among the older generation, says Certified Financial Planner, Matthew A. Cosgriff.

The 59 - year - old Power is an Oldsmar - based certified financial planner.

Terrance «Terry» Power, a 59 - year - old Oldsmar - based certified financial planner, is launching a 2018 primary challenge against House District 64 incumbent Jamie Grant.

When working with Old National, you will work with a team of experts including; Certified Financial Planners, Certified Trust and Financial Advisors, Certified Retirement Plan Specialists, Chartered Financial Analysts, Attorneys and Certified Public Accountants.

«You should not forget that even a 60 - year - old may have 30 years to plan for with at least part of his or her money,» says James Kinney, a certified financial planner with Financial Pathways in Bridgewater, Nefinancial planner with Financial Pathways in Bridgewater, NeFinancial Pathways in Bridgewater, New Jersey.

John Donnelly, a 56 - year - old veteran and certified financial planner, used a VA loan to buy a 1,860 - square - foot storybook cottage - style house with four bedrooms and two bathrooms in Verona, New Jersey, in June 2015.

«Just imagine taking out a five - year 401 (k) loan during this current bull market at 30 or 35 years old — it could severely impact your future nest egg,» says Malik Lee, a certified financial planner at Henssler Financial in Kennesaw,financial planner at Henssler Financial in Kennesaw,Financial in Kennesaw, Georgia.

«You're going to get generic advice for a generic 45 - year - old,» says McNeely, a certified financial planner in Spencer, Wis..

Deciding whether or not a house is a good investment comes down to good, old - fashioned budget analysis, says Vicki Campbell, certified financial planner with Ryan Lamontagne.

A $ 250,000, 10 - year term policy on a 25 - year - old runs roughly $ 100 per year, said John Ryan, a certified financial planner and the principal of Ryan Insurance Strategy Consultants in Greenwood Village, Colo..