Sentences with phrase «overall financial planning strategies»

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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.

Use your advisor as a sounding board As you consider your decision, talk to your financial professional, who can help explore the financial and personal impact of entering retirement with or without a mortgage as part of your overall retirement planning strategy.

These regulations and rules are meant to encourage borrowers to use this great financial tool as part of an intelligent retirement planning strategy, which in turn solidifies the overall strength of the reverse mortgage loan product.

«It's one of the most advantageous tax strategies available to people who make charitable giving part of their overall financial plan,» says Jacqueline Valouch, vice president and charitable planning consultant with Fidelity Charitable ®, an independent public charity.

Voya life insurance van be a key part of your overall financial strategy — providing protection for loved ones in the event of your death and offering unique ways to plan for your financial future.

Further, only 42 % of Canadians would describe themselves as knowledgeable about developing a strategy for charitable giving, and just half (51 %) say they are knowledgeable on how to incorporate their donations into an overall financial plan.

We can help you create an insurance strategy for your current and future life stages, as part of your overall financial plan.

What's more, you should consider the way your distribution strategy affects your overall financial plan, including your estate plan, charitable giving, and — perhaps most important — the level of diversification in your portfolio.

So it's a smart addition to any financial plan — because it can serve different functions within your overall investment strategy.

In addition to simply paying out a benefit upon an insured's death, life insurance policies can also be a primary component of one's overall financial, retirement, and estate planning strategies.

So it's a smart addition to any financial plan — because it can serve different functions within your overall investment strategy.

In addition to just paying out a benefit upon one's death, life insurance can be used as part of an overall strategy for retirement, estate, and financial planning.

Professional Experience Accenture (City, ST) Date — Date Lean Six Sigma (LSS) Consultant • Supported the United States Postal Service Continuous Improvement Office and Retail Service Area • Led a ZIP - Forward project validating the accuracy of POS originating Priority Mail data • Supported the United States Postal Service Finance Remediation and Compliance team • Directed ZIP - Forward project to define the Business Reply Mailer process and identify revenue leakage • Created a strategic roadmap of improvements for a new operational and financial processes • Reduced the risk of revenue loss and establish metrics for process analysis and benchmarking • Supported United States Postal Service Global Claims Accounting Services Group • Managed a ZIP - Forward Event to reduce claim backlog and overall adjudication process time • Improved mediation strategy and mitigation plan to assist in SOX certification • Provided coaching on LSS theories, methodologies, and tools to ZIP - Forward project team • Mentored a USPS employee to achieve Green Belt status

These regulations and rules are meant to encourage borrowers to use this great financial tool as part of an intelligent retirement planning strategy, which in turn solidifies the overall strength of the reverse mortgage loan product.

«This partnership is very important to ensure that homebuyers choose the right type of property at a price and payment strategy that fits with their overall financial plan.»