Sentences with phrase «on an advisor if»

Rely on an advisor if needed and prepare for your relationship to evolve.

Not exact matches

If you feel you need help developing a savings plan that will keep you on a positive path toward retirement, talk to a fee - based, objective financial advisor.

If your advisor can't answer these questions or gives you an indirect response, you may want to consider getting a second opinion on your portfolio.

When your company is teetering on the edge, and even when it is not, bringing in outside advisors and new blood can be a smart move, but only if you are also getting the most from your in - house talent, too.

My hunch is that if Goodell had brought in advisors to consult on domestic violence and sexual assault, the Ray Rice controversy would have been resolved months ago.

There are hundreds, if not thousands, of ways to claim Social Security, but married couples can focus on 10 to 15 major strategies, say advisors.

Says Robb, «If an advisor costs you 5 percent of the amount you raise, it's a good value because that allows you to concentrate on the true cost and terms of the other 95 percent of the deal.»

If you don't know anyone who is in the business of investing in emerging - growth companies or if you have never made anyone a pile of money from investing in one of your companies, then you're just the type of entrepreneur who will get the most out of having an outside advisor in on the deaIf you don't know anyone who is in the business of investing in emerging - growth companies or if you have never made anyone a pile of money from investing in one of your companies, then you're just the type of entrepreneur who will get the most out of having an outside advisor in on the deaif you have never made anyone a pile of money from investing in one of your companies, then you're just the type of entrepreneur who will get the most out of having an outside advisor in on the deal.

If the small business owner is planning to exchange property to the corporation for stock, then a tax advisor should be consulted; if the property has appreciated, taxes may be due on the exchangIf the small business owner is planning to exchange property to the corporation for stock, then a tax advisor should be consulted; if the property has appreciated, taxes may be due on the exchangif the property has appreciated, taxes may be due on the exchange.

Mallouk, president and CIO of Creative Planning, and Carson, CEO and founder of the Carson Group, both said they would tell Trump not to roll back regulations on the Department of Labor's fiduciary rule, which says if an advisor is working with a client on a retirement plan, they need to act in the client's best interest.

Going back to the insider trading scenario, imagine if your financial advisor picked a stock and had inside information on the trade.

Investment property is taxed at a higher rate and to see if it makes sense for the individual they should consult a tax advisor, as it depends on the various residency schemes and which one they are in Portugal under.

As with anything to do with the government or taxes — if you really want to stay - top of this information, meet with your tax advisor and frequently check for updates on IRS.gov.

In an interview with IMF advisor Robert Shapiro, the bailout expert has pretty much said what, once again, is on everyone's mind: «If they can not address [the financial crisis] in a credible way I believe within perhaps 2 to 3 weeks we will have a meltdown in sovereign debt which will produce a meltdown across the European banking system.

One of the things I liked about the personal report shared by Vanguard is that even if I decide not to move forward with their personal advisor service I am still able to take their recommendations and implement on my own across my portfolio.

This is still a long time and one of my initial concerns about the service from this experience was how long would it take for me to get an advisor on the phone if I became a client.

If the fiduciary standard is imposed on financial advisors, how might that affect the annuity market?

If you have questions on how this could impact your tax picture, please contact your Elliott Davis Decosimo tax advisor for assistance.

Investors should also recognize that if they do suspect their advisor is in violation of the rules, the onus is on them (the client) to sue the advisor — the Department of Labor does not actively police financial advisors at the individual level.

Now the new investor has a trusted advisor they can turn to (especially when the market collapses) and most importantly rely on for solid advice (if they need it in the future).

If you're interested in creating a sustainable and increasingly profitable business, you've probably thought about bringing on a new advisor.

Nancy Smith, executive vice president and corporate secretary at AARP, said on a conference panel with Hauser that AARP will not only continue to advocate for the fiduciary rule but plans to assemble some members to act as «mystery shoppers» to see if advisors are complying.

It would be a shame if set - it - and - forget - it retirement income products like annuities were viewed as risky because they pay advisors a commission, or if providers felt that they needed to pay ongoing fees on products that don't necessarily require ongoing advice.

Personal Capital is free, but if you choose to hire your advisor to manage your investments for you, there is a fee based on your portfolio size.

If your clients process payroll, be the trusted advisor who recommends a way to track accurate employee time, shaving hours off their payroll process and saving them thousands of dollars on gross payroll costs each year.

Accordingly, notwithstanding receipt of the IRS private letter ruling and / or opinions of counsel or other external tax advisors, the IRS could determine that the distribution and certain related transactions should be treated as taxable transactions for U.S. federal income tax purposes if it determines that any of the facts, assumptions, representations, statements or undertakings that were included in the request for the IRS private letter ruling or on which any opinion was based are false or have been violated.

These are helpful.You are right that market failures have hit elder popluation in heavy way in past decade or so, and on top of that the fed locks interest at artificial rate low, so if we did save like our wise elder and financial advisors told us to do, we now get about nothing at all in interest return on those life savings.

This holding back on retirement saving and planning in the face of rising debt would be compounded if retirement advisors also wait — that is, if they wait for customers to ask for retirement planning guidance.

The Celent analysis covers two important coverage areas for financial advisors — but only if they actually follow through on the issue.

Always talk to a financial advisor if you'd like to explore using policy loans on a whole life insurance plan, and check up on your policy loans regularly to make sure that your financial strategy is still on track.

However, if a carrier does decide to, say, raise living benefit rates due to greater longevity on contracts having the features elected, the advisors will see the change and will need to decide the best course to follow going forward.

If you're still on the fence about whether working with a financial advisor is right for you, Founder and Principal at Las Vegas - based Belmore Financial, LLC Kate Holmes says you're not alone, adding that some folks think financial planning will be too overwhelming, or that they don't have enough wealth to justify working with one.

If you want to place restrictions on your gift, as might be the case when you're giving stock to minors or young adults, you could set up a custodial account (commonly known as UTMA or UGMA) or work with your tax and legal advisors to establish a trust fund.

I want my financial advisor to contact me to reassure me that I'm on the right track or make suggestions if I'm not.

If investors and advisors studied more of the literature on momentum and trend following, they would surely be impressed.

The only comprehensive retirement training organization in the financial services industry focused exclusively on educating professionals on the nuances of Social Security retirement planning, the organization creates and provides a training course on Social Security retirement benefits and claiming strategies and provides advisors with the opportunity, for those inclined to do so, to sit for a comprehensive exam that if completed successfully will provide them with the Certified in Social Security Claiming Strategies designation.

If you're feeling unsure about making an annuity selection on your own or if you need more information and personal guidance, speak with a qualified financial advisor or life insurance representativIf you're feeling unsure about making an annuity selection on your own or if you need more information and personal guidance, speak with a qualified financial advisor or life insurance representativif you need more information and personal guidance, speak with a qualified financial advisor or life insurance representative.

Because of this, before acting on any of the information provided, you should always consider its appropriateness in light of your personal objectives, financial circumstances and needs and should consider seeking independent advice from a financial advisor if necessary before making any decisions.

If advisors decide to structure bond fund / longevity annuity combos on their own, they must factor in the trade - off of taking some of the money from the bond fund to deposit into the annuity.

Good advisors, if you're relying on one, should be considerate of downside protection.

Michael Rosen, principal and chief investment officer at Angeles Investment Advisors, which invests in Vanguard's index funds on behalf of its clients, says he expects McNabb to downplay the importance of short - term concerns like quarterly earnings while emphasizing long - term value creation, even if «it may have a short - term negative effect on earnings.»

Advisors can make a living by serving the retirement income needs of the middle market, if they focus on the right segment and use the right strategies...

Like most others in the wealth management industry, United Capital found clients were increasingly interested in, if not expecting, technology that enabled a more hands - on role in their investing, while maintaining some level of connection to a human advisor.

BTW as a financial advisor myself if you need some guidance, damn I have just realized I could be a TV evangelist type, missed out on the bucks.

His ambition was such that he was going to have spectacular growth on his watch, no matter whom he had to cut deals with — even if that meant the Chamber of Commerce and Ford Motor, as opposed to the supporters of the neoclassical synthesis who made up his Council of Economics Advisors.

To do this, it would be really helpful if you could call one of our friendly Customer Services Advisors on 015394 88100 first, as there are occasions when it may not be necessary for you to be inconvenienced by sending a product back to us.

Kean can easily blame the club's global advisor Shebby Singh if the players fail to deliver and it also gives him a ready made excuse to not play them at all, on the ground that none are good enough.

If an agent had a star basketball or football player on his / her roster, that agent would chase off the shady financial advisors and other agents to protect the business.

«I would rather see all those high schools go out and even if they shared an athletic trainer, I'd rather see that than see them all go out and spend money on sensors,» Dawn Comstock, a leading concussion researcher, professor at University of Colorado's School of Public Health, and member of MomsTEAM Institute's Board of Advisors, told SI.

If you have any questions, you can call us on our Freephone careline 1800 570570 and our team of advisors will happily answer any questions you may have.