Sentences with phrase «own financial strategies»

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

Robert Fifield, co-founder of Payably, opted for a third option when pursuing a financial strategy for his business: private funding.

When you're looking at your own financial strategies, are you going with the advice of an army of associates, or focusing on a few innovators you have reason to believe see the world in a smarter way?

An entrepreneur will put up a detailed description of his / her business on a platform such as Kickstarter — goals of the business, future financial strategies for turning a profit, the target audience, how much funding he / she needs and for what reasons, etc. — and then consumers can read about the business and give money if they choose.

In this role, he leads business and financial strategies for the company to deliver profitable growth and long - term shareholder value, and sets direction for the finance, operations, supply chain and information technology functions.

As an investor, it's very important to take the time to get a grasp of financial strategies, Cortazzo says.

The rapper summed up the boxer's financial strategy: «It's fight, get the money, spend the money, fight.

Pamela investigated more than 450 financial strategies seeking an alternative to the risk and volatility of stocks and other investments, which led her to a time - tested, predictable method of growing wealth now used by more than 500,000 Americans.

«Donor - advised funds that are sponsored by a community foundation tend to have a more singular focus and they're on the local pulse of charitable activity,» said Gavin Morrissey, managing partner at Financial Strategy Associates in Needham, Massachusetts.

A business plan can also be used by any business — no matter what industry, location, or size — to formalize a set of business goals and outline the operational and financial strategy for meeting those goals.

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.

«We tell clients that we're indifferent to whether it's passive or active, from a philosophical standpoint,» said certified financial planner Shon Anderson, president and chief wealth strategist at Anderson Financial Strategies.

«The first half of 2013 has been very good for pension plans,» says Manuel Monteiro, partner in Mercer's financial strategy group.

Roux was director of financial strategy and development of Guinness and also a vice president at Bain; in 1981 the firm had lent him» temporarily» to its client.

«It's become a good financial strategy for him.»

Michael J. Mauboussin, head of global financial strategies at Credit Suisse, explores what results in success.

Michael Mauboussin, head of global financial strategies at Credit Suisse and author of four books on investing, joined CNBC's Mike Santoli for an exclusive strategy session on how investors can outperform the market by spotting trading inefficiencies.

It's also prudent to shop for lower rates, said certified financial planner Tom Fisher, founder and principal of Fisher Financial Strategies.

If you're looking for ways to expose your executives to sophisticated financial strategies, consider some upcoming minicourses and seminars offered by the American Management Association (AMA) in cities across the United States.

You can't afford to think short - term or pursue foolish financial strategies.

Accordingly, before making any final decisions or implementing any financial strategy, we recommend that you obtain additional information and advice of your accountant and other financial advisors who are fully aware of your individual circumstances.

Understand the advantages and decide if T - bonds are right for your financial strategy.

But The International Living Guide to Retiring Overseas on a Budget shows that it's not only possible, but can actually be a sound financial strategy for lots of folks.»

Authors Suzan Haskins and Dan Prescher have put many of the overseas financial strategies they share in their book to work in their own lives since they left Omaha, Nebraska, in 2001, to live abroad.

The financial strategy was to remove economic planning from democratically elected representatives, centralizing it in the hands of financial managers.

Use this interactive tool to help develop your financial strategy.

I have a hard time meeting other people I can talk about financial strategy with, and ideally want to meet people with same mindset to pursue business opportunities with.

In 7 Financial Strategies for Going From Salaried to Solo, Nina Ham suggests ways you can keep the money coming in while getting your startup off the ground.

«Identifying what you value can help you shape your financial goals... and navigate what type of financial strategy is appropriate for you,» says Certified Financial Planner Ariel Anderson.

Most recently, he coordinated and implemented prospect specific financial strategies as a member of the Guyana and Brazil operations teams.

Whether you want to learn more about the different kinds of investments and financial strategies available or are ready to start investing for retirement, modern technology can be extremely helpful.

Hopefully now, however, you can take this information and plan your next year's business and financial strategy accordingly.

From investment guidance to education planning to retirement savings, a Financial Advisor has the knowledge, resources, and personal connection to design financial strategies just for you.

His area of services includes Business Coaching, Leadership Development, Professional Development, Executive Coaching and Financial Strategy Development.

Voya Financial Advisor Holly Kylen featured in an article on tips for creating a financial strategy for aging parents.

Instead of promoting industrial growth based on a thriving home market, governments throughout the world have pursued a «post-industrial» financial strategy of «wealth creation.»

Your Relationship Manager is your dedicated point of contact, who can introduce you to the specialists best equipped to help you build your financial strategy.

«Too many Americans with significant retirement assets are not optimizing their financial strategy because they simply don't know all of their options.»

Prior to joining CLHIA in March 2010, Stephen held senior roles in global transaction banking and financial strategy at the Bank of Montreal (BMO).

Contact your local Edward Jones advisor to talk about your financial strategy.

«It's imperative that all financial professionals have access to a variety of innovative options that can help their clients add both protection and opportunity to their long - term financial strategy.»

By following our five - step process, your Edward Jones advisor can develop a financial strategy to ensure that you stay on track.

If you fall into one of these categories, using direct deposit into a savings account as part of your financial strategy may be a good idea.

We understand that life is busy, and we're doing all we can to make it easy for you to manage your financial strategy.

A certified financial planner (or consultant) went to college and then completed additional training to become professionally certified in creating financial strategies to help their clients get the most out of every dollar they earn, spend, or invest.

Because the market does not provide security, you may want your financial strategies to include some guaranteed * income products.

Follow along to learn proven financial strategies that will help you grow and preserve your wealth.

And, if you're closer to retirement age, you'll want a financial strategy to help ensure your money lasts.

But «The International Living Guide to Retiring Overseas on a Budget» shows that it's not only possible, but can actually be a sound financial strategy for lots of folks, especially considering the lower health care costs that can be found abroad.»

When balancing important decisions around investing, caring for your family, paying for education, saving for retirement, and other financial needs, you may benefit from the guidance of a Financial Advisor with the tools and know - how to tailor financial strategies around your needs.