Sentences with phrase «suggests certified financial planner»

Not exact matches

Consider Opening a Charge Card Joel Ohman, a certified financial planner and founder of CreditCardChaser.com suggests that entrepreneurs may be able to avoid high fees by taking out a business charge card rather than a business credit card.

Cristina Guglielmetti, founder of Future Perfect Planning and certified financial planner, suggests keeping expenses low when you're learning how to invest.

If that's the case, Brian Hanks, a Certified Financial Planner with Practice Financial Group, suggests sharing your progress and updated plans with a trusted accountability partner to help you stay on track.

Carl Richards, a certified financial planner, recently suggested asking yourself a different question: Does Bitcoin fit into my investment plan?

Blanchett, St. John and Cynthia Petzold, a certified financial planner with CommonWealth Financial Planning LLC in Roanoke, Va., suggest asking the ffinancial planner with CommonWealth Financial Planning LLC in Roanoke, Va., suggest asking the fFinancial Planning LLC in Roanoke, Va., suggest asking the following:

Benjamin Brandt, a certified financial planner with Capital City Wealth Management in Bismarck, N.D., suggested folding a Plan B option into a retirement plan.

Online banks like Ally and Capital One 360 might be right for you, suggested Jordan Kunz, a certified financial planner and chartered financial analyst with wealth management firm Sargent Bickham Lagudis in Boulder, Colo..

For many people, it still makes sense to make an RRSP contribution but I would suggest getting advice from a Certified Financial Planner.

If you are willing to take on a little more risk for potentially more reward I suggest you seek guidance from a Certified Financial Planner to help make sure your investments are in line with your risk tolerance, time horizon and goals.

If you're planning to retire elsewhere, Benjamin Sullivan, a certified financial planner with Palisades Hudson Financial Group in Scarsdale, N.Y., suggests moving or buying a second home while still financial planner with Palisades Hudson Financial Group in Scarsdale, N.Y., suggests moving or buying a second home while still Financial Group in Scarsdale, N.Y., suggests moving or buying a second home while still employed.

Mike Davies, a certified financial planner with Alterna Savings, suggested making the shift to safer investments when the student is around 14 or 15.

«In fact, they have accumulated 28 % more net worth than benchmarks would suggest for their age and income,» says Niagara, Ont. - based certified financial planner and money coach Trevor Van Nest.

For couples lacking an RPP, consider the following planning technique suggested by certified financial planner Aaron Hector (of Calgary - based Doherty & Bryant Financial Strategists): Convert at least a portion of their RRSPs into a RRIF once theyfinancial planner Aaron Hector (of Calgary - based Doherty & Bryant Financial Strategists): Convert at least a portion of their RRSPs into a RRIF once theyFinancial Strategists): Convert at least a portion of their RRSPs into a RRIF once they turn 65.

Start with a laddered - bond ETF like the iShares DEX Short Term Bond Index Fund (TSX: XSB) as part of your core holdings, suggests Chris Rawles, a certified financial planner with RT Mosaic.

If cooking dinner simply isn't a habit for you, you can try a meal kit service like Blue Apron, Plated, or HelloFresh to get interested in cooking, suggests Brooklyn, N.Y. - based certified financial planner Pamela Capalad.

If an advisor suggests that you take the lump sum and then buy an annuity, ask how that's better than just getting the checks from the original retirement plan, said Jim Ludwick, a certified financial planner with MainStreet Financial Planning in Odenfinancial planner with MainStreet Financial Planning in OdenFinancial Planning in Odenton, Md..

Even so, universal life policyholders might do well to think about something called «over loan protection,» suggests Andrew Carrillo, founder and president of Barnett Capital Advisors, a firm of certified financial planners and wealth management advisors based in Miami.