Sentences with phrase «reviewed with your financial advisor»

Investors participating in a systematic withdrawal plan should annually review with their financial advisor the results being obtained and the value of remaining shares.

Not exact matches

While refinancing can be helpful, borrowers should weigh all the options available to them; review their financial status; and speak with family, a financial advisor, a college guidance counselor, or other certified professionals who can help review the pros and cons of refinancing before making a final decision.

If there are financial terms you're unfamiliar with, make sure they are explained so you can understand them by the lender or have a trusted advisor like your accountant or lawyer review the document and explain the terms to you before you sign it.

«If you haven't been periodically rebalancing your portfolio, now may be a good time to review your strategy with a financial advisor.

Review the information carefully with your financial advisor before deciding whether the fund is right for you.

The committee has reviewed the acquisition proposal, in consultation with its financial advisor and legal counsel, «and has determined that the price proposed is inadequate,» Nordstrom said.

If you choose to withdraw money from your retirement fund during your lifetime to make a donation to Amnesty International, we recommend that you carefully review the tax implications with your financial advisor.

In an emailed statement in response to the SEC filing, Tribune Publishing spokeswoman Dana Meyer said, «As previously disclosed, the Tribune Publishing Board of Directors is reviewing Gannett's revised proposal in consultation with its independent financial and legal advisor.

Any investments recommended by Energy & Resources Digest should be made only after consulting with your investment advisor and only after reviewing the prospectus or financial statements of the company.

Any investments recommended by Wealthy Retirement should be made only after consulting with your investment advisor and only after reviewing the prospectus or financial statements of the company.

After concluding its review of each Letter of Interest (including both the initial eligibility determination and an in - depth review of the creditworthiness of the project) and related information submitted by potential applicants, along with the independent financial analysis report from the DOT's independent financial advisor, and after the project sponsor's oral presentation, the DOT will invite sponsors of eligible projects to submit complete applications.

Any investment should be made only after consulting with a qualified investment advisor and only after reviewing the financial statements and other pertinent corporate information about the company.

Filed Under: Daily Investing Tip Tagged With: fee only financial advisors, financial advisors, how to pick a financial advisor, Investing Editorial Disclaimer: Opinions expressed here are author's alone, not those of any bank, credit card issuer, airlines or hotel chain, or other advertiser and have not been reviewed, approved or otherwise endorsed by any of these entities.

And for clients with pass - through businesses, advisors should review how the deduction equal to 20 % of their business income would affect their overall financial standing, he tells the publication.

Review the information carefully with your financial advisor before deciding whether the Managed Payout Fund is right for you.

That is why it's so important to compare lenders and to carefully review the information they present to you, ideally with a financial advisor of some kind (or at least someone who is mortgage - savvy).

Review performance online or with our financial advisors.

Review the information carefully with your financial advisor before deciding whether the fund is right for you.

Both start by having a debtor meet with a debt help advisor who reviews your personal financial situation and determines how much you can afford to pay to settle your debts with your creditors.

A financial advisor can go over your current financial situation, saving and investing goals, college planning, and retirement planning, and will periodically review your information with you to account for life changes and make sure that you are staying on track with the plan that you have implemented.

To review how tapping a life insurance policy's cash value can affect your situation, check with your financial advisor.

Our board of directors reviewed financial aspects of each of the various alternatives, including an updated preliminary liquidation analysis prepared by management with input from our financial advisor.

You should carefully review these materials and consult with your financial advisor if you have any questions.

Rx: If you don't already have one, find a financial advisor whom you trust, and review your plan with him or her regularly.

But there is no substitute for a careful evaluation and review of your life insurance needs with your financial advisor.

Your financial advisor can help you design your mutual fund portfolio and review it with you on a regular basis.

While refinancing can be helpful, borrowers should weigh all the options available to them; review their financial status; and speak with family, a financial advisor, a college guidance counselor, or other certified professionals who can help review the pros and cons of refinancing before making a final decision.

If you have hired a financial advisor, speak with him or her regularly and review your statements.

Filed Under: Daily Investing Tip Tagged With: bad investments, financial advisors, Investing, mis - selling of financial products Editorial Disclaimer: Opinions expressed here are author's alone, not those of any bank, credit card issuer, airlines or hotel chain, or other advertiser and have not been reviewed, approved or otherwise endorsed by any of these entities.

ShopNBC (Nasdaq: VVTV), the premium lifestyle brand in electronic retailing, today announced that the Special Committee of independent members of its Board of Directors has concluded its comprehensive review of strategic alternatives commenced on September 10, 2008, with the assistance of its independent financial advisor, Piper Jaffray & Co..

It is recommended that any investment in any security should be made only after consulting with your investment advisor and only after reviewing all publicly available information, including the financial statements of the company.

Set up regular reviews with your Fidelity financial advisor or an investment professional to refine your portfolio to help meet your lifestyle and income needs.

If there are financial terms you're unfamiliar with, make sure they are explained so you can understand them by the lender or have a trusted advisor like your accountant or lawyer review the document and explain the terms to you before you sign it.

We believe that our due diligence review can be completed with minimal disruption, requiring only limited access to a small number of senior executives of Take - Two and its legal, accounting and financial advisors.

In response to First Solar's statement, SunPower confirmed that it will coordinate with First Solar on this review of the yieldco, with SunPower CEO and president Tom Werner stressing: «We will work with our financial advisors to evaluate all alternatives for our investment in 8point3, including a potential replacement partner for First Solar, as we believe 8point3 can continue to benefit from owning long - term, high quality renewable assets.»

Most financial advisors recommend adding or editing your home inventory, along with reviewing your homeowners insurance policy and comparing quotes every three to five years.

Just take the time to review all of your options and understand the fine print (with the help of a no - fee financial advisor).

Make discussions with your financial advisor more meaningful by reviewing our timely economic and market topics.

Work with a financial advisor to review other options if you can't qualify or pay for long - term care insurance.

In making this kind of decision, it becomes important to review if the cash value you have accumulated in your policy is worth «cashing out» with your financial advisor.

International financial & science / design arts advisor with linguistic fluency available for entrepreneurial Research & Review... Design & Development for World Markets... World Capital... WorldWide... as a former top investment banker, I offer a private network of international securities experts & new opportunities based upon thorough macro-economic review, country socio - political analysis & sector / group - specific risk probaReview... Design & Development for World Markets... World Capital... WorldWide... as a former top investment banker, I offer a private network of international securities experts & new opportunities based upon thorough macro-economic review, country socio - political analysis & sector / group - specific risk probareview, country socio - political analysis & sector / group - specific risk probabil...

Financial Manager — Duties & Responsibilities Oversee multiple automotive corporate client portfolios, conduct risk analysis, and perform audits Direct corporate loan process and ensure that client collateral is sufficient in cases of default Investigate client credit rating and determine worthiness of consumer credit applications Recruit, train, and manage team of auditors and financial advisors ensuring professional operations Responsible for department budgets, project timelines, and team workflow Perform reviews to determine appropriate employee compensation, recognition, and disciplinary action Serve as a liaison between bank and clients, partners, outside vendors, and community leaders Present reports regarding audit findings, market trends, and client financial health to senior leadership 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 Study industry literature to become an expert on products and services Direct sales operations for 35 + car and recreational vehicle dealerships throughout New England Craft effective sales presentations and proposals, tailoring them to clients based on their specific needs and styles Maintain comprehensive records detailing pricings, sales, activities reports, and other pertinent data Represent company brand with positivity, professionalism, and dedication Consistently recognized and promoted for excellence in management, service, and peFinancial Manager — Duties & Responsibilities Oversee multiple automotive corporate client portfolios, conduct risk analysis, and perform audits Direct corporate loan process and ensure that client collateral is sufficient in cases of default Investigate client credit rating and determine worthiness of consumer credit applications Recruit, train, and manage team of auditors and financial advisors ensuring professional operations Responsible for department budgets, project timelines, and team workflow Perform reviews to determine appropriate employee compensation, recognition, and disciplinary action Serve as a liaison between bank and clients, partners, outside vendors, and community leaders Present reports regarding audit findings, market trends, and client financial health to senior leadership 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 Study industry literature to become an expert on products and services Direct sales operations for 35 + car and recreational vehicle dealerships throughout New England Craft effective sales presentations and proposals, tailoring them to clients based on their specific needs and styles Maintain comprehensive records detailing pricings, sales, activities reports, and other pertinent data Represent company brand with positivity, professionalism, and dedication Consistently recognized and promoted for excellence in management, service, and pefinancial advisors ensuring professional operations Responsible for department budgets, project timelines, and team workflow Perform reviews to determine appropriate employee compensation, recognition, and disciplinary action Serve as a liaison between bank and clients, partners, outside vendors, and community leaders Present reports regarding audit findings, market trends, and client financial health to senior leadership 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 Study industry literature to become an expert on products and services Direct sales operations for 35 + car and recreational vehicle dealerships throughout New England Craft effective sales presentations and proposals, tailoring them to clients based on their specific needs and styles Maintain comprehensive records detailing pricings, sales, activities reports, and other pertinent data Represent company brand with positivity, professionalism, and dedication Consistently recognized and promoted for excellence in management, service, and pefinancial health to senior leadership 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 Study industry literature to become an expert on products and services Direct sales operations for 35 + car and recreational vehicle dealerships throughout New England Craft effective sales presentations and proposals, tailoring them to clients based on their specific needs and styles Maintain comprehensive records detailing pricings, sales, activities reports, and other pertinent data Represent company brand with positivity, professionalism, and dedication Consistently recognized and promoted for excellence in management, service, and performance

Social Worker — Duties & Responsibilities Successfully serve as a psychiatric social worker and practice manager for multiple institutions Perform crisis intervention, adult, geriatric, child, and adolescent case management and therapy Counsel patients facing depression, substance abuse, bipolar disorder, dementia, and schizophrenia Serve survivors of domestic violence, rape, robbery, child abuse, suicide, and other traumatic events Responsible for 24 hour on call crisis intervention for multiple hospital emergency rooms Complete psychosocial assessments to ensure appropriate patient diagnosis and care Design and implement treatment plans including medication and individual / group / family therapy sessions Attend weekly team meetings to assess patient progress and document in the DAP system Review psychometric and psychological reports and provide feedback to patients and families Provide clients and family members with guidance and referrals to community resources Maintain contact with family members and encouraged their involvement in patient treatment Performed discharge planning including nursing home placement, home health, medication needs, transportation and Passport screening, extended in - patient and out - patient mental health services Serve as public speaker, referral development committee member, and marketing / financial advisor

A financial advisor can work with you and your spouse together to review your financial landscape, identify any gaps in your coverage, assist you in establishing short and long - term goals, help you stay on track, and provide professional and knowledgeable advice.

One thing it seems is that with a trust company they have to review each transaction and with a financial planner / advisor you can control the transaction with out custodial approval.