Sentences with phrase «sophisticated planning tool»

It's up to you to design a policy that works the way you need it to, either as a simple death benefit or a sophisticated planning tool.

Bernstein puts sophisticated planning tools and expert advice to work for individuals, families and smaller institutions, in order to help them make well - informed financial decisions and achieve their goals, despite the uncertainties of the market.

Not exact matches

While retirement planning tools like the NewRetirement retirement planning calculator are making it pretty easy for almost anyone to create and maintain a sophisticated and detailed plan, many people appreciate the peace of mind that working with a professional financial advisor can offer.

The team from the Massachusetts General Hospital plans to use the microfluidic devices in synergy with some more sophisticated molecular biology tools and identify the control factors of cell migration speed.

Zankyou provides the most sophisticated online and mobile tools to help couples plan the wedding they really want, allowing them to fully customise their website, cash gift list, and guest list.

It is a sophisticated tool that lets teachers plan learning experiences in order to educate children to be confident, proactive knowledge producers.

With a sophisticated infrastructure in place and all students provisioned with iPads, teacher subcommittees have established a digital learning plan using self - assessment tools supplied by Future Ready Schools.

Fast forward to the present where sophisticated computer forecasting models such as the Monte Carlo simulation have become the preferred tools for dealing with the uncertainty surrounding retirement planning.

Get a quick answer or use a sophisticated retirement planning tool.

Virtual Brokers» «Advanced Portfolio Planner / Comparison» is one of the most sophisticated portfolio planning and tracking tools in the market and it is powered by Morningstar.

In the absence of hard numbers on this situation, I tried very hard to come up with my own scenarios using a sophisticated hand - held financial computer, and concluded it was better to collapse my entire RRSP before my 72nd birthday, but I may be on shaky ground without stronger financial planning tools than I had access to.

Their modeling tools, the Passive House Planning Package (PHPP) and WUFI Passive, are more sophisticated than anything designers had in the»80s, so they probably do a better job here than the old guys did back in the day.

«Permanent policies are best suited as estate planning tools for the very wealthy who are facing estate tax situations, or for sophisticated charitable intentions,» says certified financial planner Andy Tilp, president of Trillium Valley Financial Planning near Portland,planning tools for the very wealthy who are facing estate tax situations, or for sophisticated charitable intentions,» says certified financial planner Andy Tilp, president of Trillium Valley Financial Planning near Portland,Planning near Portland, Oregon.

Comprehensive knowledge of utilizing a variety of sophisticated sourcing plans and tools, including internet research and proactive phone etiquettes