Sentences with phrase «other advisors»

Talk with mortgage lenders, real estate agents, attorneys, and other advisors for information about lending practices, mortgage instruments, and your own interests before you commit to a specific loan.
No robots, no computer algorithms, no contracting with other advisors.
While some highly competent advisors do appear in the media, there are other advisors who are focused primarily on increasing their client base and they use media advertising to do so.
I give a few pointers with several other advisors in the industry.
Each individual should consult his / her own counsel, accountant and other advisors as to legal, tax, economic, investment, financial and related matters concerning real estate and other investments.
In fact, because of how complex indexed universal life policies can be, I've even heard this question asked by other advisors.
Please consult your own counsel, accountant or other advisor regarding your specific situation.
Other advisors charge by the hour, or as a percent of assets under management.
I don't believe you will see many changes because my asset allocation is based on 80 years of market returns, not the last few years as many other advisors use.
Nothing in this content should be considered to be legal or tax advice and you are encouraged to consult your own lawyer, accountant, or other advisor before making any financial decision.
Unlike most other advisors, Fee Only advisors aren't investment product sales people.
As your new business may be subject to federal and / or state securities laws, you may need to consult an attorney or other advisor for further information.
Consult an attorney, tax professional, or other advisor regarding your specific legal or tax situation.
Other advisors charge you a flat annual fee for their services.
Retirement Benefits Group hired a third - party to benchmark their fees against the rest of the industry, something Weir recommends other advisors do as well.
«A senior advisor, who, on the advice of the Mayor's Office senior counsel, understood as did a handful of other advisors — they're people that I've worked with for a long time — that they could provide direct advice to me on, on a range of issues, and that that would be treated in a certain manner in terms of confidentiality.»
Hunt said the worried calls he received came from other advisors and non-clients.
As head of Herbert Smith Freehills» private wealth practice in Asia, Richard acts for HNW individuals, their families, private banks and other advisors across Asia on a range of contentious and non-contentious trust and probate issues together with charitable and family company matters.
Jim has run his own advisory firm, worked for large financial services companies and even acted as a consultant to help other advisors grow their businesses.
Her responsibilities will include strategic advice to Morrow Sodali's clients engaged in corporate actions and to liaise with financial advisors, legal counsel, and other advisors involved in a variety of UK and cross-border transactions.
It's why Creative Advisor Tim Blake Nelson urges other Advisors to provide the Fellows with «tools that are specific, but then allow them to do what they want.»
Katt deserves to be enshrined in the financial hall of fame for the wonderful work he has done for those fortunate enough to have retained his services either directly or through other advisors
So all I managed to do was piss off other advisors, and consumers didn't hear the message.
Yet other advisors downplayed a broader spillover at Pimco.
Architects are being cut out of the process, as will other advisors since the buildings won't be designed from scratch.
The potash case does in fact give lawyers and other advisors much useful information to prospective purchasers of Canadian assets.No.1 Read the political climate.
While some financial advisors adamantly advise you against more debt, other advisors encourage the use of «good debt» through investing.
One interesting facet is that because the Vice President is elected, the President can't fire them - unlike other advisors.
Jeff has been vocal about his disdain for other advisors who push whole life in cases where it's really not necessary.
Jordan and I have thoroughly enjoyed our time working with an outstanding group of other advisors and contributors (I think Jordan put it best when he said, «The other members of Attorney At Work's advisory board make you hope you judge us by the company we keep!»).
Before taking on a cash - out refinance, it's a good idea to contact a HUD approved housing counselor or other advisor for learning all of your options and making the best decision for your situation.
Competitive differentiation — helping your clients turn unwanted or unaffordable life insurance policies into new cash for their portfolios can be a powerful way to differentiate yourself from other advisors;
They also are in negotiations with other advisors who would be interested in using Hammond's firm as a succession partner to protect the value of their practices, both for their loved ones and their clients.
The Assistant Deans and other advisors in the Department of Intercultural Education provide support geared for the needs of students of African, Asian, and Latina descent, as well as our LBGTQ students.
Under Dave Ramsey's method (and many other advisors), student loan debt should be tackled in the same manner that credit card debt should be handled.
Overage provisions are frequently negotiated by the clients themselves, or by other advisors.
Investors should consider before investing whether their or their beneficiary's home state offers any state tax or other benefits that are only available for investments in such state's qualified tuition program and should consult their tax advisor, attorney and / or other advisor regarding their specific legal, investment or tax situation.
Each person should consult their own counsel, accountant and other advisors as to legal, tax, economic, investment, and related matters concerning Real Estate and other investments.
Prior to closing the business sale transaction, your legal, tax and other advisors should take part in a thorough review of your entire financial situation.
The best advice I can give you is to try to make sure that you've got some board members and other advisors (not investors) who've actually run businesses to help take your side in some of the silliest of these arguments.
Adolfo Rodriguez, managing partner of the A / R Financial Group, has been focusing more and more on Social Security maximization over the past six years, conducting seminars for the public and for other advisors, as a service to their own clients.
At other advisors, you'll pay a fee of around 0.25 % to 0.35 % (Wealthfront's fee on assets above $ 10,000 is 0.25 %).
In the meantime, Anderson Financial Strategies» Anderson and other advisors who still value active management caution investors that trying to pick successful actively managed funds on their own is a big job.
Moreover, it's very likely that your attorney and other advisors will suggest you create a new legal entity to act as the franchisor.
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