Sentences with phrase «overall financial goals»

Depending on your overall financial goals, refinancing may make sense for you.

Once the application is completed, the loan officer will discuss your overall financial goals and then provide you with loan program options.

The choice of an annuity will depend on some factors, including a client's time frame until retirement, risk tolerance, and overall financial goals and needs.

Colón encourages borrowers to work on their overall financial goals with help of financial professionals accredited by the Association for Financial Counseling and Planning Education (AFCPE).

Trying an allowance will not solve disagreements between how much to spend on major purchases, or setting your overall financial goals.

You may be eligible for a loan tailored specifically to your credit score and history, your income, and your overall financial goals and priorities.

For example, if an adviser gives you information about a product that might be suitable for you, but does not take into account your overall financial goals or actually recommend you take up the product, it is general advice.

First, you should make sure you and your partner see eye - to - eye about your overall financial goals, says Karin Mizgala, a fee - only financial planner who sees couples in British Columbia.

Depending on you overall financial goals, it would be worthwhile to at least investigating converting all or part of the coverage on your term life insurance policies.

But bear in mind that the type of loan you wind up getting will depend largely on your credit profile, income and overall financial goals.

But his overall financial goals are modest.

He says a good question to decide if the property is worth adding to your portfolio is: ««If I bought 10 of these and the market stayed flat, would I still be getting closer to my overall financial goal — or would it hurt badly?»

Not exact matches

If you're still interested, though, and can stomach the swings, make sure this fits into your overall investment strategy and isn't likely to threaten your long - term financial goals.

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.

If you aren't sure whether it's the best option, talk with a financial advisor — an expert who can help you invest according to your goals and overall financial picture.

The determination this year reflected the Committee's assessment of Mr. Iger's strong leadership and vision in achieving strong overall financial performance while driving the Company toward the attainment of long - term goals including:

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.

The amount you've saved for college or any other goal has much less of an impact on your financial aid than your overall income does.

More Articles Now, more than ever, when the average American family owes more than $ 8,000, having credit serves as a reflection of your daily habits, financial goals, and overall financial responsibility.

What it should be for you depends on a number of things, including your overall financial situation (both your current finances and how stable you expect them to be over time), your level of financial «education», the costs of your mortgage, the alternative investments available to you, your investing goals, and your tolerance for risk.

Of course, you'll want to talk to your financial advisor about whether ETF bond strategies may fit in with your overall investment goals.

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

Figure out what mortgage type and term is most appropriate for you, given your goals and overall financial situation.

Our overall goal is to become the financial health partner that consumers turn to through all phases of their lives.

Higher return and lower overall risk... the question may not be whether peer lending is too risky for your portfolio but is the risk of not meeting your financial goals too high without peer loans?

Along with checking your credit, lenders will also seek to learn more about your employment, your income and your overall financial and homebuying goals.

The goal here isn't to make you feel bad — the goal is to help you understand how you physically handle your money reflects your overall financial life.

Though the end goal is the same — to help pay for college — everyone's investment strategy may not be the same and can even differ greatly based on unique circumstances, financial constraints, timelines, and overall savings goals.

We've helped tens - of - thousands of people across the country improve their overall credit - standing and meet their financial goals.

Ultimately, the best course of action will be determined by your overall financial health and goals.

Ovation's credit monitoring service is a great tool for anyone who wants to improve their credit standing or their overall financial health in general because you can check your credit report as often as you like and make strategic moves to help you reach your goals.

We can advise you on creative solutions to align the defined benefit plan with the company's financial and overall retirement plan goals.

For the portfolio considerations, do we have to construct portfolio based on individual financial goals or do we have to consider overall our investment portfolio?

Don't forget to revisit your goals first so that whatever you decide to do fits within your overall financial plan.

Now, more than ever, when the average American family owes more than $ 8,000, having credit serves as a reflection of your daily habits, financial goals, and overall financial responsibility.

So, what I mean by that is looking at their financial goals, their financial plan, think about their own future, their own children's future and how their debt is affecting their overall daily lives, as well as long term financial opportunities.

looking at their financial goals, their financial plan, thinking about their own future, their own children's futures and how their debt is affecting their overall daily lives as well as long tern financial opportunities.

This way lets you look at debt repayments as part of the overall processes for reaching your financial freedom goal.

While it can save you money, don't lose sight of your overall investing goals or jeopardize your financial plan for the sake of smaller, short - term tax savings.

Versus not achieving my financial goals overall.

We haven't been the best at paying down our bills, but we remained true to the overall goals & financial principles.

Your customer service team will educate and assist you on how to improve your overall financial situation and stay by your side every step of the way working towards achieving your financial goals.

The Executive Director is responsible for the organization's consistent and overall achievement of its mission, goals and financial objectives.

This, in turn, lowers our productivity which has consequences to our overall financial performance and activity goals for the year.

When you consider your marketing effort to be a long - term investment, it is logical to then treat it the same way as your other financial investments, which is to say: keep focused on the overall goal, be consistent and regular, check in and evaluate success and do not get discouraged with minor fluctuations in your results.

Among other responsibilities, GBLS board members determine organizational goals and policies and oversee the overall financial management of the organization.

Each of you have different financial situations, goals, and overall objectives.

The resulting debt, ding to your credit score, and overall setback to your financial goals will wipe out any happiness not having to clean your bathroom brings.

Other needs may come to light with newly acquired assets such as a new home, or changes in lifestyle and overall personal development and financial goals.