Sentences with phrase «such as financial planners»

A collaborative divorce may involve other experts such as financial planners and therapists, who help spouses work through financial and other problems.

Depending upon the specific needs of each couple, collaboratively trained professionals, such as financial planners, mental health professionals, and trained mediators, can be included in the process.

It can be used by recruiters, staffing agencies as well as lead generators such as financial planners, real estate agents, or startups.

There are several subtypes of financial advisor, such as financial planners.

The parties work with lawyers trained in the collaborative process, and in a case by case basis, involve other professionals trained in the process, such as financial planners and divorce counsellors, in order to negotiate a fair and equitable resolution when a relationship breaks down.

In collaborative family law, couples work together to reach an agreement in a non-confrontational and cooperative processThe parties each choose their own legal counsel and may also agree to retain other professionals such as financial planners, mental health professionals, or coaches.

Instead, they are sales commissions paid to investment intermediaries such as financial planners, brokers and investment advisers.

Front - end loads are paid to investment intermediaries, such as financial planners, brokers and investment advisors, as sales commissions; as such, these sales charges are not part of a mutual fund's operating expenses.

When you are reviewing your options with a life insurance professional such as a financial planner, agent or broker, they may suggest combinations of different types of policies to save money.

For example, your home insurance broker or agent may tell you that they can not personally offer you life insurance or disability, but may refer you to a colleague with the proper licensing, such as a Financial Planner or Advisor.

Part of collaborative family law is matching clients with any resources they require, such as a financial planner, special needs counsellor, or social worker.

In order to assist with the allocation of the marital estate, including marital assets or liabilities, it is likely a professional from the financial sector — such as a financial planner, investment advisor, or a similar finance professional — will be involved.

Not exact matches

Many of the top advisors in the industry have designations such as certified public accountant (CPA), certified financial planner (CFP), certified fund specialist (CFS), chartered financial consultant (ChFC), chartered financial analyst (CFA), chartered life underwriter (CLU) and / or juris doctor (JD), and carry their Series 7, 24, 51, 63, 65, 66 and insurance licenses.

I have yet to see any evidence that labour market imperfections can be blamed for the bulk of rising wages, particularly for professions identified by the report such as «account manager» and «financial planner.»

«If you do not want to read the employee handbook, hire someone, such as a certified financial planner to do it for you.»

There are other options that extend the sales conversation with a customer such as this: You can offer to get a customer's financial planner on a conference call allowing you to discuss the purchase as a group.

The first thing to emphasize with clients, said Roger Ma, certified financial planner and founder of financial planning firm lifelaidout, is not only their new home state's income taxes — if there are, indeed, any — but all its other taxes, such as property taxes, sales taxes, inheritance and estate taxes.

«There's no such thing in my mind as such a large inheritance that you never need to think or worry about money again,» said Susan Bradley, a certified financial planner and founder of the Sudden Money Institute in Palm Beach Gardens, Florida.

«The type of hidden fees annuity investors should pay attention to are separate account [investment funds] expense ratios; back - end sales charges; annual administration fees; mortality and expense costs; any rider fees, such as guaranteed income rider, death benefit riders [and] principal protection riders, to name a few,» says financial planner Joseph Carbone of Focus Planning Group.

Your motivator could be a professional, such as a certified financial planner or an accountant.

The conference attracts representatives of investment management and advisory firms, research firms, financial planners and advisors, broker - dealers, community development institutions and asset owners such as pension funds and foundations, along with policymakers and corporate leaders.

Conventional steps — such as maxing out your 401 (k) contribution each year — may also do the job, financial planners say.

To frame the analysis, he defines two types of investment opportunity search: (1) informal (use of magazines, newspapers, online services and friends or relatives); and, (2) professional (use of experts such as accountants, financial planners and brokers).

Nevada's existing statute imposes two specific duties: First, financial planners must «disclose to a client, at the time advice is given, any gain the financial planner may receive, such as profit or commission, if the advice is followed.»

Financial planners and Wall Street have joined together over the years to promote rules of thumb and products such as target date funds that have produced mediocre...

Financial planner Benjamin S. Offit, partner with Clear Path Advisory in Pikesville, Maryland, said it is ideal for retirees to have all debt paid off by retirement, but especially «bad debt» such as high interest credit cards.

All of our trust and financial professionals hold advanced degrees and / or certifications, such as Certified Financial Planner ™ or Certified Trust and Financial Advisor designations, so you'll have a team of knowledgeable, experienced wealth planners and trust specialists workingfinancial professionals hold advanced degrees and / or certifications, such as Certified Financial Planner ™ or Certified Trust and Financial Advisor designations, so you'll have a team of knowledgeable, experienced wealth planners and trust specialists workingFinancial Planner ™ or Certified Trust and Financial Advisor designations, so you'll have a team of knowledgeable, experienced wealth planners and trust specialists workingFinancial Advisor designations, so you'll have a team of knowledgeable, experienced wealth planners and trust specialists working for you.

Film screenwriter Bill Dubuque used his knowledge that he amassed while writing the screenplays for films such as The Accountant and A Family Man to co-create Ozark, a TV series starring Jason Bateman about a financial planner who launders money for a Mexican cartel in the Missouri Ozarks.

By taking on such real - life roles as site planner, financial analyst, marketing director, and neighborhood - to - city liaison, team members learn firsthand the nitty - gritty intricacies of urban renewal.

The new company will provide services to employers needing certification programs for employees and will help organizations that license and certify such professionals as architects and financial planners.

... Many financial planners, educators, banks and credit unions are working hard these days to make certain that busy high school and college students and young adults possess the financial knowledge to make good decisions about such matters as how far to go into debt, whether to sign up for a credit card, how to establish a good credit rating or how much college loan debt they should incur.

For example, financial planner and Texas Tech associate professor John Salter demonstrated how different claiming strategies, such as filing and suspending and filing a restricted application, that can significantly boost the amount of inflation - adjusted Social Security payments over a lifetime and how a reverse mortgage might be used as a back - up line of credit that can be drawn on during prolonged market downturns to reduce the chance of running out of money.

However, most financial planners recommend having a diversified portfolio, including components such as bonds and foreign markets.

Rather than attempt the complex calculations necessary to arrive at an optimal strategy for drawing down and spending their retirement savings, retirees rely on easy - to - follow rules of thumb, such as the 4 % rule advocated by some financial planners.

In addition to being considered the attorney of choice for credit matters at companies such as Platinum Capital, Washington Mutual, Merrill Lynch and numerous law firms, Edward is certified by the State Bar of California and the California Department of Real Estate to provide continuing education and regularly conducts credit seminars around the country for lawyers, accountants, mortgage brokers, financial planners and real estate professionals.

Jason Heath, a fee - only financial planner with Objective Financial Partners, says robo - advisors are a great choice for young investors who only require portfolio management for a specific savings goal and don't need to get into the more personal aspects of wealth management such as taxes and retirement or estate financial planner with Objective Financial Partners, says robo - advisors are a great choice for young investors who only require portfolio management for a specific savings goal and don't need to get into the more personal aspects of wealth management such as taxes and retirement or estate Financial Partners, says robo - advisors are a great choice for young investors who only require portfolio management for a specific savings goal and don't need to get into the more personal aspects of wealth management such as taxes and retirement or estate planning.

Part - time work provides benefits, such as social contacts and stimulation, that go beyond money, says Wayne Taylor, a financial planner with Taylor Financial Group in financial planner with Taylor Financial Group in Financial Group in Edmonton.

The fund investor pays the load, which goes to compensate a sales intermediary, such as a broker, financial planner or investment advisor, for his time and expertise in selecting an appropriate fund for the investor.

If you inherit a retirement account, it might be smart to see a qualified professional to get guidance — perhaps from an accountant or financial planner who works by the hour (such as the folks at the Garrett Planning Network).

Financial planners and Wall Street have joined together over the years to promote rules of thumb and products such as target date funds that have produced mediocre...

Others, such as Geoff Davey, co-founder and director of FinaMetrica, an Australian firm that creates a risk tolerance questionnaire that's used by financial planners here and abroad, say our sensitivity to risk is generally stable, much like a personality trait.

A Melrose Certified Financial Planner provides free advice on topics such as budgeting, wills and trusts, retirement, insurance, Social Security, annuities, long - term care, state planning, taxes and more.

A certified financial planner (CFP) may address a range of planning needs, such as budgeting; saving for retirement and other goals; estate and tax planning; and allocating or managing investments.

Many financial planners suggest saving at least three to six months of living expenses in an account that you can get cash from quickly, such as a bank savings account or a money market mutual fund.

In all cases you should seek professional financial advice from providers such as accountants, lawyers, and / or financial planners, etc that you trust before committing to any legal or financial matters.

Consider working with an accredited financial professional for hands - on help, such as a Certified Financial Planner (CFP) or Certified Public Accountafinancial professional for hands - on help, such as a Certified Financial Planner (CFP) or Certified Public AccountaFinancial Planner (CFP) or Certified Public Accountant (CPA).

«If a person or family does not have an understanding or does not have time to take care of their finances, seek professional help from a financial advisor, preferably a credentialed financial advisor such as a CFP,» said Scott Smith, a certified financial planner, principal and senior advisor at Olympia Ridge Personal Financial Advisors in Rochester Hillfinancial advisor, preferably a credentialed financial advisor such as a CFP,» said Scott Smith, a certified financial planner, principal and senior advisor at Olympia Ridge Personal Financial Advisors in Rochester Hillfinancial advisor such as a CFP,» said Scott Smith, a certified financial planner, principal and senior advisor at Olympia Ridge Personal Financial Advisors in Rochester Hillfinancial planner, principal and senior advisor at Olympia Ridge Personal Financial Advisors in Rochester HillFinancial Advisors in Rochester Hills, Mich..

Roger Wohlner, a fee - only financial planner, says, «One should be buying a second home for a specific reason such as a family gathering spot, an affinity to a location (a lake, etc.) or some other reason.

The justification for a load fund is that investors are compensating a sales intermediary such as a broker, financial planner, investment advisor or other professional for his time and expertise in selecting an appropriate fund.

To ensure that you receive the maximum amount of recovery that you deserve, your lawyer can retain experts such as life care planners to help estimate the future financial costs associated with the accident.