Sentences with phrase «overall financial strategy»

In most situations, life insurance will be an integral part of one's overall financial strategy.

Whether term or cash value life insurance, the right choice for you depends on your overall financial strategy.

These are just a few of the reasons many people consider a life insurance policy to be an important part of an overall financial strategy.

Life insurance can provide financial protection for your loved ones when you pass away and be an important part of your overall financial strategy.

Do you need insurance for just a few years, or do you view it as a long - term addition to your overall financial strategy?

It may be used for wealth accumulation and distribution as part of an overall financial strategy.

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.

The overall financial strategy is quite simple... Will the return on your investment be greater or less than the interest you are paying on the debt?

In most case there are natural milestones, when looking at the overall financial strategy.

Any decision to utilize a tax credit or deduction should be made as part of an overall financial strategy.

Not exact matches

Johnson & Johnson Chief Financial Officer Dominic Caruso said the new law reduces some hurdles to allocating capital, but it won't shift the company's overall strategy.

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.

While there is no such thing as a 100 % foolproof strategy to protect you against fraud (although divvying your portfolio up into 30 - 40 stocks worth 2.5 % to 3.33 % of your overall wealth seems like a damn good defense mechanism), putting most of your money into stocks with records of growing dividends seems like an intelligent way to guard against corporate fraud, particularly if you have limited familiarity with reading 10 - Ks, annual reports, and other financial statements.

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.

Defaulting on your loans could spell financial disaster if Social Security is the centerpiece of your overall retirement strategy.

CEO Chanel Boutakidis, along with Five Acres Board of Directors has hired Graft to oversee, among other things, all financial and business matters including setting financial policy and direction, audits compliance and recognition for government contracts and private grants and to assist with and drive the Agency's overall strategy.

KPMG has been retained as a financial adviser to advise on a detailed financial analysis of each hospital and their overall condition and to determine a strategy for how to best absorb the impact of next year's $ 1.1 billion hit.

New members approved for membership must make a full payment of their financial contribution calculated on the basis of the overall funding strategy for the HFSP as determined by the Intergovernmental Conference (IGC) 3.

Each of SDP's three core operating strategies benefit from additional operating financial support, bolstering the overall model through place - based and «R&D» investments to address key opportunities and challenges over the coming three years.

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.

Defaulting on your loans could spell financial disaster if Social Security is the centerpiece of your overall retirement strategy.

Student loan repayment assistance programs can become part of an organization's overall financial wellness strategy.

«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.

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

As with many financial aspects, it is important to choose strategies, products or services that work for your overall situation rather than making decisions primarily or exclusively on tax consequences.

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.

Debt counseling should include strategies to cope with spending issues, budgeting, saving, and other tips to help you improve your overall financial situation.

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.

With the right strategy, negotiating during the good times can help you get lower interest rates so you can improve your financial outlook overall.

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.

But assuming you're looking for in - depth comprehensive advice — say, to develop an overall saving and investing strategy to put you on track to a secure retirement — you probably want a financial planner who holds the highly regarded Certified Financial Planner (CFP) or Chartered Financial Consultant (ChFc) desfinancial planner who holds the highly regarded Certified Financial Planner (CFP) or Chartered Financial Consultant (ChFc) desFinancial Planner (CFP) or Chartered Financial Consultant (ChFc) desFinancial Consultant (ChFc) designation.

You should speak with your professional accountant or other professional advisors before making a final decision to ensure any strategy meets your overall financial needs and that your personal circumstances have been taken into account.

The efforts and overall strategy of our team ensured that Jane Doe obtained financial compensation for her serious injuries from the roadway authority and from the automobile insurer of Driver D, despite an unfavourable police investigation.

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.

Overall, variable universal life policies are best for people with experience in financial markets and investment strategies.

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.

If you fall into this category, you probably want to talk with a fee - only financial advisor to discuss whether buying permanent insurance fits your overall strategy (see Indexed Universal Life: Cash, Flexibility And Safety).

While the exact job of a person in an Executive Management position can vary from business to business, some of the most common activities tend to include creating a financial budget, communicating with heads of company departments, analyzing overall performance and implementing strategies to better meet goals.

• Ensure company's financial security and handle all financial matters with the objective of driving the business's overall management and strategy positively.

Accountant — Samson and Holmes Finance Corporation, Saratoga Springs, NY — 2/2008 — 8/2013 • Performed duties such as account processing, budgeting, and payroll on a daily basis • Discovered billing mistakes that caused the company $ 500,000 in double charges, and took appropriate action to successfully recover the full amount • Handled fixed assets, loan accounting, budget reviews and forecasts, and financial reports • Provided quarterly budget goals for both the overall company and individual departments within the company • Maintained the general ledger, compiled internal auditing reports, and recommended financial strategies to increase profits and reduce spending • Monitored industry trends, the economy, and other financial factors to determine risks and areas of profit opportunity

Track record of implementing business development strategies for financial services companies and independent advisors to increase practice efficiency, overall sales and profits.

Hospitality Sales Manager — Duties & Responsibilities Direct all daily operations, sales, customer service, and finances for multiple hotels, resorts, and other businesses Recruit, train, and direct staff ensuring they understand the brand and adhere to company policies and procedures Design and implement marketing and sales campaigns resulting in increased revenue Consistently exceed sales goals through effective marketing, networking, and other tactics Make cold calls in a courteous, yet assertive manner that translates to sales results Perform research on prospective leads and existing clients to assist in developing sales strategies Craft effective sales presentations and proposals, tailoring them to clients based on their specific needs and styles Develop a rapport with customers and orient them to various products and services Encourage high customer retention by maintaining friendly, supportive contact with existing clients Interact with support staff and company resources effectively to create the best consumer experience Maintain comprehensive records detailing pricings, sales, activities reports, and other pertinent data Study internal literature to become an expert on products and services Set company budgets, maintain profit / loss statements, and ensure overall financial health Cut operational costs through effective inventory management and employee scheduling Negotiate contracts and agreements with suppliers securing quality products at low prices Create employee development programs building staff skill sets and value Utilize employee recognition tactics to build morale and company loyalty Perform administrative duties such as data entry, filing, faxing, and phones as needed Represent company brand with poise, integrity, and positivity

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

«With all the different variables that go into buying a new home, it can quickly become very stressful, both mentally and financially,» says Sacha Ferrandi, founding partner at Source Capital Funding, Inc. «However, starting your search with an in - depth financial strategy in place can help you reduce your overall stress levels.»

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.

Yet confusion persists about how to measure home equity and the tools available for incorporating it into an overall personal financial management strategy.