Sentences with phrase «senior financial planner»

«It's helpful to think of annual health care expenses, as opposed to a lifetime cost estimate,» said Roger Young, senior financial planner at T. Rowe Price.

«On a year - to - date basis the market is down 6 percent or so, so we're not in a correction mode yet,» says Judith Ward, senior financial planner with T. Rowe Price, as markets were rebounding somewhat.

Conducts client financial planning meetings with senior financial planner using a team approach

«It gives you more time to prepare,» says Christine Fahlund, senior financial planner at fund company T. Rowe Price.

«If your goal is to retire with $ 1 million and you're 47 years old and not saving any money, it doesn't matter what you do with your portfolio,» says Frank Danielson, senior financial planner with Assante Wealth Management in Vancouver.

«It takes effort,» said Judith Ward, a senior financial planner at T. Rowe Price.

«These workers become much more engaged in their financial life,» said Stuart Ritter, a senior financial planner at T. Rowe Price in Baltimore.

«A lot of people are waiting to get started saving for retirement,» said Judith Ward, a senior financial planner at T. Rowe Price.

«The risk of taking withdrawals during a bear market, especially within the first five years of retirement, is the possibility of depleting assets too soon considering that retirement could last 20 to 30 years,» said Judith Ward, a senior financial planner at T. Rowe Price.

With the huge market swings of recent years, retirees no longer can set their withdrawals at a certain rate and leave them there, says Christine Fahlund, a senior financial planner at T. Rowe Price.

The general rule of thumb is to sock away 15 percent of your income annually for retirement, says Erik Carter, senior financial planner at Financial Finesse, though the amount can vary depending on your age and goals.

is to sock away 15 percent of your income annually for retirement, says Erik Carter, senior financial planner at Financial Finesse, though the amount can vary depending on your age and goals.

Senior Financial Planner, David Cook joins the show to discuss tax - efficient strategies for investors.

«Having too many accounts at various banks is distracting,» says Scott Plaskett, senior financial planner and CEO of Ironshield Financial Planning in Toronto.

Roger Young, a senior financial planner at T. Rowe Price, says, «The U.S. tax reform measure could have wide - reaching effects on financial planning decisions for millions of Americans in 2018.

For example, «If the GIC is solely issued by one particular institution or division of that bank, then it is not transferable,» says Tim Raposo, Senior Financial Planner, TD Wealth Financial Planning.

Alim Dhanji, a senior financial planner with Assante Wealth Management in Vancouver, says another piece of advice is to re-evaluate discretionary spending every year.

Mike Bernier currently serves as a Senior Financial Planner for Pure Financial Advisors, Inc. where he helps clients achieve their goals through the use of prudent financial planning.

Pure Financial's Senior Financial Planner, Mike Bernier, puts Joe's knowledge of Social Security benefit facts to the test.

The whole way the TFSA was introduced to the market was incorrect, says Scott Plaskett, senior financial planner and CEO of Ironshield Financial Planning.

A Financial Advisor Assistant, or Financial Planning Assistant, works as a junior associate in a planning firm by providing support to the senior financial planners within an organization on such tasks as research, drafting, and the completion of habitual tasks.

Mia L. C. Erickson joined Suburban Bank & Trust in Elmhurst as vice president / senior financial planner.