Sentences with phrase «such as your financial advisor»

Reach out to professionals that can help you with certain areas of business, such as financial advisors and lawyers.

Elefant, however, has a number of questions about who really wins when attorneys work with non-attorneys such as financial advisors and accountants.

In a collaborative divorce, the parties use specially - trained attorneys and neutral allied consultants, such as financial advisors, communication coaches, and parenting planners.

Mediation differs from collaborative divorce in that the couple engages outside professionals, such as financial advisors or parenting plan advisors, or consulting for legal advice, as needed, rather than engaging a team at the start.

Examples include those involved in financial and legal services, such as financial advisors, insurance agents, accountants, mortgage brokers, and attorneys.

In many cases, there also may be additional advisors, such as financial advisors, included in the process.

Unlike mediation, it also involves a lot of help from your attorneys as well as other experts, such as financial advisors and child custody experts.

One unique feature of collaborative divorce is the frequent use of neutral professionals — such as a financial advisor, divorce coach, or custody evaluator — to deal with both parties» financial, emotional, or custody / visitation issues.

Even though each spouse hires a lawyer, various other legal professionals, such as financial advisors, are shared.

That's because in Collaborative Divorce, both spouses often hire the same neutral third - party professionals (such as financial advisors, child specialists, etc.) who will help address issues.

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.

Financial advisor Manisha Thakor says the year - end holiday season is the perfect time to take three key tax - strategy steps, such as income deferral.

Investors looking to evaluate potential financial advisors can avail themselves of many lists of sample questions, such as those suggested by the Financial Industry Regulatory Authority, for interviewing practfinancial advisors can avail themselves of many lists of sample questions, such as those suggested by the Financial Industry Regulatory Authority, for interviewing practFinancial Industry Regulatory Authority, for interviewing practitioners.

This is why many financial advisors recommend people take steps, such as diversifying their portfolios and getting out of the stock market, to limit their risk late in the game.

Marc Kiner, CPA, is co-creator of the National Social Security Advisors certification program, which provides financial professionals a foundational educational program in major Social Security topics, such as claiming strategies, coordination of spousal benefits and benefit calculations.

You can spend up to a year working with legal and financial advisors to meet requirements, such as obtaining an independent appraisal to value the company's stock.

On top of competition coming from start - up robo - advisors, companies like Wealthfront and Betterment face growing competition from financial giants such as Vanguard and Charles Schwab.

While new technologies, such as Motif, are helping extend the reach of impact investing to a broader universe of investors, a financial advisor's role in taking a holistic approach to investing is still undeniable.

Many other financial advisors recommend similar approaches to emergency funds, such as investing in bond funds or using a Roth IRA, which allows you to withdraw contributions without tax penalties.

Very near - term we see the risk of consolidation, with some of the tactical indicators extended (such as the bull / bear ratio for financial advisors, while net corporate buying is low) and we expect the Fed to start tapering in January.

Traditionally, companies have used testimonials from «experts,» such as doctors or financial advisors, to convince consumers of the merits of a brand.

The company manages the infrastructure and operating systems for financial services companies such as stock trading app Robinhood and robo - advisor Betterment.

After acquiring the rights to a future income stream (such as a retiree's pension payments), these pension purchasing or structured settlement companies, sometimes called «factoring companies,» may turn around and sell these income streams to retail investors, often through a financial advisor, broker or insurance agent.

Apex Clearing manages the infrastructure and operating systems for financial services companies such as stock - trading app Robinhood and robo - advisor Betterment.

Chetney expects much of the demand for the new Morningstar service will come from independent broker - dealers such as LPL, Commonwealth Financial Network and Cambridge Investment Research, which could mandate that their advisors use a third party to assume the fiduciary responsibility for defined contribution plans.

It serves consultants and institutional investors, such as defined benefit and defined contribution plans, endowments, and financial advisors.

Traditional wealth management companies such as Goldman, Bank Of America Merrill, and Citibank with physical offices around the world charge around 1 - 2 % of assets under management for financial advisors to actively manage their client's money.

This doesn't mean only avoiding or limiting those investment products that provide a direct benefit to a financial advisor, such as funds with 12b - 1 fees, but also abstaining from having product manufacturers help develop an offering for a retirement plan prospect.

«Financial advisors should go one step further by providing education and financial literacy advice on skills such as budgeting, saving, credit and more,» RolFinancial advisors should go one step further by providing education and financial literacy advice on skills such as budgeting, saving, credit and more,» Rolfinancial literacy advice on skills such as budgeting, saving, credit and more,» Roley added.

Financial advisors who need brokerage services, such as a custodian for their clients» assets, technology to help them manage client portfolios, and practice management solutions to help them market and grow their businesses.

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.

For more investment advice, consult your mentoring financial advisor or go online to sites such as Vanguard, Fidelity or Schwab for more guidance.

Unique features of the new platform, such as family and bundled pricing, provide our financial advisors with a very competitive client offering that is highly flexible.»

Any mentioning, if any, in a Publication of the risks pertaining to a particular product or service may not and should neither be construed as a comprehensive disclosure nor full description of all risks pertaining to such product or service and the Saxo Bank Group strongly encourages any recipient considering trading in its products and services to employ and continuously consult suitable financial advisors prior to the conclusion of any investment or transaction.

Your financial advisor can work with you on maximizing outside sources of income, such as Social Security, to potentially reduce your reliance rate.

If an investor's situation involves complex financial planning issues that extend beyond allocating investments and related services, they might be better served with a more traditional advisor who provides advice in areas such as estate planning.

Some financial advisors suggest that you use a card like this to purchase things that you ordinarily would have to buy either way, such as gasoline or food.

Investors should also consider other factors, such as stability of the brokerage firm, investment strategy, and access to a live financial advisor, when evaluating a robo - advisor.

If you are interested in other investment options (such as securities), talk with our A + Wealth Management Financial Advisors.

The key job of a retirement financial advisor is to help determine the best time to take key steps — such as making retirement saving account withdrawals, rebalancing investments or beginning to collect Social Security benefits — that will help you experience the retirement you envision.

Financial advisors and consumer advocates often recommend a lower number that takes other factors into account, such as retirement savings, entertainment expenses, and overall quality of life.

The options can feel mind - boggling, so it might help to talk to a financial advisor or get ready to do your homework on sites such as The Motley Fool, SmartMoney and CNNMoney.com.

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.

You can also use a free service such as WiserAdvisor, which pre-screens financial advisors and helps you find local advisors with the expertise you need.

Wealthfront is a robo - advisor and financial planning services provider that offers standard investing services as well as more specialized services such as tax - efficient brokerage holdings transfers and direct indexing.

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.

Would it surprise you to learn that many financial advisors suggest they «add value» with their superior abilities as market timers and / or stock pickers even though such positive outcomes are unlikely?

Get to know your advisor and actively ask for the help you require — which could include everything from classes that meet your needs and ways to accommodate your schedule to help with remedial work and financial aid such as federal or private student loans.

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.

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