Sentences with phrase «term financial objectives»

I'm dedicated to assisting you achieve your near - term and long - term financial objectives.

I want to help you safeguard what you value in life and achieve your present and long - term financial objectives.

As your whole family's immediate and long - term financial objectives adjust, you should reassess your insurance coverage.

Take a closer look at your insurance as well as near - term and long - term financial objectives as they evolve.

As your near - term and long - term financial objectives adapt, you are recommended to reexamine your insurance protection.

It is always best to make a foolproof financial plan and work with real numbers while operating towards your short - term or long - term financial objectives.

It is important to re-assess one's insurance portfolio and have regular life and health insurance reviews to fulfill long - term financial objectives like buying a home, financing a child's future, building a retirement corpus, etc..

Insured - related (Policyholder) factors: Current life stage; age; individual needs; income; risk appetite; savings, investment, and long - term financial objectives.

Therefore, without health insurance, medical problems eat into a huge amount of savings accumulated towards important long - term financial objectives.

A plan that ensures you and your loved ones continue to enjoy a good life and address your long term financial objectives.

Once they delineate their top priorities, said Glassman, they can then craft a more cohesive plan to meet their short - and long - term financial objectives, which may include paying off debt, college savings for their kids, purchasing a house, saving for retirement, and protecting their loved ones from financial risk.

I am committed to assisting you get your near - term & long - term financial objectives.

Before making any decisions, sit down and talk about your short - and long - term financial objectives, and make sure you're both on the same page (or as close to it as possible).

Those same features make an excellent stock to help finance long - term financial objectives.

We've provided the following information about annuities — the various types, the features each may provide, the potential benefits and drawbacks — to help you decide whether adding an annuity to your portfolio suits your long - term financial objectives.

Write down your short - term and long - term financial objectives and list the concrete steps you'll take to achieve them.

Jackson fixed index annuities provide the powerful combination of protection, growth, and flexibility through index - linked interest to help you pursue your long - term financial objectives.

Work with your financial professional to choose a fixed product that suits your long - term financial objectives.

Not exact matches

Most couples have some financial objectives with bigger costs and a more long - term outlook than a wedding, said Kevin Meehan, a certified financial planner and the regional president of Wealth Enhancement Group in Itasca, Illinois.

That way, they can hit their near - term financial goals (think: paying down debt) and invest in companies that do good for society — two common objectives among millennials.

«On the one hand, achieving the medium - term inflation objective of 1.0 - 3.0 % remains a priority for the RBNZ, but on the other hand, the RBNZ is still concerned about financial instability risks stemming from still - elevated house prices.»

«The objective is for CDP to become a stable and long - term financial shareholder... guaranteeing the «Italian - ness» of the company,» the source said.

While the Committee believes that financial performance should be the most significant driver of compensation, other factors that drive long - term value for stockholders are also taken into account by the Committee, including improvements in market share, successful product launches, achievement of strategic objectives and customer satisfaction.

For most investors, long - term «failure» means not meeting one's financial objectives.

Fairfax Financial Holdings Limited is a holding company whose corporate objective is to achieve a high rate of return on invested capital and build long term shareholder value.

We believe this will help us continue generating top quartile returns over the long term, and we set our 2007 financial objectives to help meet this overarching goal.

Financial independence is a long - term objective that requires maintenance as well.

We believe our capital allocation strategy gives us financial flexibility to pursue our growth objectives and continue to drive long - term shareholder value.»

The key is in knowing what your financial objective is in real terms by factoring in the true cost - of - living and taxation.

Our goal as Certified Financial Planners is to provide personalized financial advice and comprehensive solutions to help you reach your short and long - term obFinancial Planners is to provide personalized financial advice and comprehensive solutions to help you reach your short and long - term obfinancial advice and comprehensive solutions to help you reach your short and long - term objectives.

The plan should set out the school / academy vision for the use of ICT, the long - term aims and short - term objectives, make it clear who is responsible for achieving what, how and by when and what levels of resource — financial, estates - related and human, including training — will be required to meet each target.

Included in the PowerPoint: Macroeconomic Objectives (AS Level) a) Aggregate Demand (AD) and Aggregate Supply (AS) analysis - the shape and determinants of AD and AS curves; AD = C+I+G + (X-M)- the distinction between a movement along and a shift in AD and AS - the interaction of AD and AS and the determination of the level of output, prices and employment b) Inflation - the definition of inflation; degrees of inflation and the measurement of inflation; deflation and disinflation - the distinction between money values and real data - the cause of inflation (cost - push and demand - pull inflation)- the consequences of inflation c) Balance of payments - the components of the balance of payments accounts (using the IMF / OECD definition): current account; capital and financial account; balancing item - meaning of balance of payments equilibrium and disequilibrium - causes of balance of payments disequilibrium in each component of the accounts - consequences of balance of payments disequilibrium on domestic and external economy d) Exchange rates - definitions and measurement of exchange rates - nominal, real, trade - weighted exchange rates - the determination of exchange rates - floating, fixed, managed float - the factors underlying changes in exchange rates - the effects of changing exchange rates on the domestic and external economy using AD, Marshall - Lerner and J curve analysis - depreciation / appreciation - devaluation / revaluation e) The Terms of Trade - the measurement of the terms of trade - causes of the changes in the terms of trade - the impact of changes in the terms of trade f) Principles of Absolute and comparative advantage - the distinction between absolute and comparative advantage - free trade area, customs union, monetary union, full economic union - trade creation and trade diversion - the benefits of free trade, including the trading possibility curve g) Protectionism - the meaning of protectionism in the context of international trade - different methods of protection and their impact, for example, tariffs, import duties and quotas, export subsidies, embargoes, voluntary export restraints (VERs) and excessive administrative burdens («red tape»)- the arguments in favor of protectionism This PowerPoint is best used when using worksheets and activities to help reinforce the ideas talked aTerms of Trade - the measurement of the terms of trade - causes of the changes in the terms of trade - the impact of changes in the terms of trade f) Principles of Absolute and comparative advantage - the distinction between absolute and comparative advantage - free trade area, customs union, monetary union, full economic union - trade creation and trade diversion - the benefits of free trade, including the trading possibility curve g) Protectionism - the meaning of protectionism in the context of international trade - different methods of protection and their impact, for example, tariffs, import duties and quotas, export subsidies, embargoes, voluntary export restraints (VERs) and excessive administrative burdens («red tape»)- the arguments in favor of protectionism This PowerPoint is best used when using worksheets and activities to help reinforce the ideas talked aterms of trade - causes of the changes in the terms of trade - the impact of changes in the terms of trade f) Principles of Absolute and comparative advantage - the distinction between absolute and comparative advantage - free trade area, customs union, monetary union, full economic union - trade creation and trade diversion - the benefits of free trade, including the trading possibility curve g) Protectionism - the meaning of protectionism in the context of international trade - different methods of protection and their impact, for example, tariffs, import duties and quotas, export subsidies, embargoes, voluntary export restraints (VERs) and excessive administrative burdens («red tape»)- the arguments in favor of protectionism This PowerPoint is best used when using worksheets and activities to help reinforce the ideas talked aterms of trade - the impact of changes in the terms of trade f) Principles of Absolute and comparative advantage - the distinction between absolute and comparative advantage - free trade area, customs union, monetary union, full economic union - trade creation and trade diversion - the benefits of free trade, including the trading possibility curve g) Protectionism - the meaning of protectionism in the context of international trade - different methods of protection and their impact, for example, tariffs, import duties and quotas, export subsidies, embargoes, voluntary export restraints (VERs) and excessive administrative burdens («red tape»)- the arguments in favor of protectionism This PowerPoint is best used when using worksheets and activities to help reinforce the ideas talked aterms of trade f) Principles of Absolute and comparative advantage - the distinction between absolute and comparative advantage - free trade area, customs union, monetary union, full economic union - trade creation and trade diversion - the benefits of free trade, including the trading possibility curve g) Protectionism - the meaning of protectionism in the context of international trade - different methods of protection and their impact, for example, tariffs, import duties and quotas, export subsidies, embargoes, voluntary export restraints (VERs) and excessive administrative burdens («red tape»)- the arguments in favor of protectionism This PowerPoint is best used when using worksheets and activities to help reinforce the ideas talked about.

Budgeting, Financial Reporting and Forecasting We partner with clients to develop realistic budgets and financial plans that help schools reach their short - and long - term strategic obFinancial Reporting and Forecasting We partner with clients to develop realistic budgets and financial plans that help schools reach their short - and long - term strategic obfinancial plans that help schools reach their short - and long - term strategic objectives.

Prem Watsa is the Chairman of the Board of Directors and the Chief Executive Officer of Fairfax Financial Holdings Limited, a financial services holding company whose corporate objective is to achieve a high rate of return on invested capital and build long - term shareholder value, siFinancial Holdings Limited, a financial services holding company whose corporate objective is to achieve a high rate of return on invested capital and build long - term shareholder value, sifinancial services holding company whose corporate objective is to achieve a high rate of return on invested capital and build long - term shareholder value, since 1985.

To protect the assets you've earned, it's essential that you enlist the help of an experienced, objective professional who can evaluate your pension and financial situation and recommend a strategy that helps you reach your short and long - term financial goals.

There are no high - pressure sales tactics or proprietary products — just objective financial advice customized to fit your short - and long - term financial goals.

Take advantage of this wide variety of calculators to help you plan for the future and to decide whether your current financial trajectory is in line with your long - term objectives.

Always be sure that the terms in the promissory note match your financial objectives before signing.

The term financial innovation refers to the ongoing development of financial products designed to achieve particular client objectives, such as offsetting a particular risk exposure (such as the default of a borrower) or to assist with obtaining financing.

Our in - house professional AMFI certified investment advisors provide online advise to non resident Indians & foreign nationals, expats to identify top performing mutual fund schemes in India that suit their investments profile & long term financial goals and objectives; with highest rate of returns.

Term life insurance provides protection for your wealth and your financial objectives.

Whether a first - time homebuyer or experienced real estate investor, AJ's primary objective is to understand your short and long term financial goals and find the mortgage that will get you where you want to be.

Always consult with an insurance professional who can provide you with a personalized assessment based on your unique life stage and who considers your current and long - term objectives, potential for risk, and financial goals.

But you may be able to achieve all of your financial objectives using a 30 year term life insurance policy, and spend a whole lot less money in the process.

We do that by earning your confidence and trust every day and by helping you work toward your long - term financial goals and objectives.

Investment Objective of Tata Retirement Savings Fund - Moderate Plan The fund seeks to provide a financial planning tool for long term financial security for... Continue reading Tata Retirement Savings Fund — Moderate Plan Review 2018

The primary investment objective of the Scheme is to generate long - term capital appreciation to unit holders from a portfolio that is invested predominantly in equity and equity related securities of companies engaged in banking and financial services.

«Adviser believes that the appropriate allocation of assets across diverse investment categories (e.g. stock vs. bond, foreign vs. domestic) is the primary determinant of portfolio returns and critical in the long - term success of one's financial objectives; therefore, Adviser advocates the use of passive, low - cost, broad - market index investments.»

Our AMFI certified investment advisors will guide all you non-residents about the best Mutual Fund Schemes available that will suit your investment profile, and long - term financial goals and objectives.

The objective of the fund is to give investors high growth opportunities and to gain long - term capital appreciation by mainly investing in equity instruments of companies involved in Banking and Financial Services Sector.