Sentences with phrase «through financial planning»

Proven ability to organizational accounts effectively, while guiding the organization through the financial planning

Hence, you need to perform proper analysis through financial planning before choosing a plan.

Blacksoil Advisory is an independent boutique advisory firm assisting and facilitating corporate clients to meet their growing strategic issues and help them realise their objectives, usually through financial planning, structuring / restructuring, M&A and capital raising.

The Residency also offers monthly professional development seminars with arts professionals including former Sotheby's Institute professor Amy Whitaker to help artists build more sustainable and self - sufficient studio practices through financial planning, marketing, and goal setting.

I would recommend going through the financial planning process with your advisor or a fee - only financial planner to determine how much risk you need to take.

The best way to safeguard the future of your family is through financial planning.

From start to finish, a CFP ® professional is required take you through the financial planning process to help you achieve your financial goals.

And knowing that through your financial planning you've identified what your target rate of return is and you've built a portfolio with the least possible risk and the highest chance of still getting to your goal.

Over its now 40 - year history, the CERTIFIED FINANCIAL PLANNERTM marks have emerged as the dominant professional standard in the United States and, through the Financial Planning Board of Standards (FPSB), in 22 other countries as well.

Great idea... I like the focus on both current and longer - term (future state) goals that can come through a financial plan.

«Every few years — or when a major life event occurs such as marriage or having a baby — I would suggest meeting with an advisor to thoroughly scrub through your financial plan.

In short, you use a financial advisor because you want someone dedicated to helping you through your financial plan and investment options.

Assisted clients pursue their financial goals and dreams through financial plans comprising investments.

Not exact matches

Important factors that could cause actual results to differ materially from those reflected in such forward - looking statements and that should be considered in evaluating our outlook include, but are not limited to, the following: 1) our ability to continue to grow our business and execute our growth strategy, including the timing, execution, and profitability of new and maturing programs; 2) our ability to perform our obligations under our new and maturing commercial, business aircraft, and military development programs, and the related recurring production; 3) our ability to accurately estimate and manage performance, cost, and revenue under our contracts, including our ability to achieve certain cost reductions with respect to the B787 program; 4) margin pressures and the potential for additional forward losses on new and maturing programs; 5) our ability to accommodate, and the cost of accommodating, announced increases in the build rates of certain aircraft; 6) the effect on aircraft demand and build rates of changing customer preferences for business aircraft, including the effect of global economic conditions on the business aircraft market and expanding conflicts or political unrest in the Middle East or Asia; 7) customer cancellations or deferrals as a result of global economic uncertainty or otherwise; 8) the effect of economic conditions in the industries and markets in which we operate in the U.S. and globally and any changes therein, including fluctuations in foreign currency exchange rates; 9) the success and timely execution of key milestones such as the receipt of necessary regulatory approvals, including our ability to obtain in a timely fashion any required regulatory or other third party approvals for the consummation of our announced acquisition of Asco, and customer adherence to their announced schedules; 10) our ability to successfully negotiate, or re-negotiate, future pricing under our supply agreements with Boeing and our other customers; 11) our ability to enter into profitable supply arrangements with additional customers; 12) the ability of all parties to satisfy their performance requirements under existing supply contracts with our two major customers, Boeing and Airbus, and other customers, and the risk of nonpayment by such customers; 13) any adverse impact on Boeing's and Airbus» production of aircraft resulting from cancellations, deferrals, or reduced orders by their customers or from labor disputes, domestic or international hostilities, or acts of terrorism; 14) any adverse impact on the demand for air travel or our operations from the outbreak of diseases or epidemic or pandemic outbreaks; 15) our ability to avoid or recover from cyber-based or other security attacks, information technology failures, or other disruptions; 16) returns on pension plan assets and the impact of future discount rate changes on pension obligations; 17) our ability to borrow additional funds or refinance debt, including our ability to obtain the debt to finance the purchase price for our announced acquisition of Asco on favorable terms or at all; 18) competition from commercial aerospace original equipment manufacturers and other aerostructures suppliers; 19) the effect of governmental laws, such as U.S. export control laws and U.S. and foreign anti-bribery laws such as the Foreign Corrupt Practices Act and the United Kingdom Bribery Act, and environmental laws and agency regulations, both in the U.S. and abroad; 20) the effect of changes in tax law, such as the effect of The Tax Cuts and Jobs Act (the «TCJA») that was enacted on December 22, 2017, and changes to the interpretations of or guidance related thereto, and the Company's ability to accurately calculate and estimate the effect of such changes; 21) any reduction in our credit ratings; 22) our dependence on our suppliers, as well as the cost and availability of raw materials and purchased components; 23) our ability to recruit and retain a critical mass of highly - skilled employees and our relationships with the unions representing many of our employees; 24) spending by the U.S. and other governments on defense; 25) the possibility that our cash flows and our credit facility may not be adequate for our additional capital needs or for payment of interest on, and principal of, our indebtedness; 26) our exposure under our revolving credit facility to higher interest payments should interest rates increase substantially; 27) the effectiveness of any interest rate hedging programs; 28) the effectiveness of our internal control over financial reporting; 29) the outcome or impact of ongoing or future litigation, claims, and regulatory actions; 30) exposure to potential product liability and warranty claims; 31) our ability to effectively assess, manage and integrate acquisitions that we pursue, including our ability to successfully integrate the Asco business and generate synergies and other cost savings; 32) our ability to consummate our announced acquisition of Asco in a timely matter while avoiding any unexpected costs, charges, expenses, adverse changes to business relationships and other business disruptions for ourselves and Asco as a result of the acquisition; 33) our ability to continue selling certain receivables through our supplier financing program; 34) the risks of doing business internationally, including fluctuations in foreign current exchange rates, impositions of tariffs or embargoes, compliance with foreign laws, and domestic and foreign government policies; and 35) our ability to complete the proposed accelerated stock repurchase plan, among other things.

3G sticks to an aggressively tight financial plan through a strategy called zero - based budgeting.

Many board meetings become really long slideshow presentations where management takes the board through pages and pages of financial results and plans.

This financial strength supports 2018 plans to continue exploration and other work to increase the value of the Northern Ireland Properties, while simultaneously moving Curraghinalt through the permitting process.

Even if they are, oftentimes purchasing decisions need to be vetted through planning, financial, or executive committees.

In a report released last month, GAO concluded that the offers it received «did not compare favorably with other financial products or offerings, such as loans and lump - sum options through pension plans.»

Ford Motor said on Wednesday it plans to cut 1,400 salaried jobs in North America and Asia through voluntary early retirement and other financial incentives as the No. 2 U.S. automaker looks to boost its sagging stock price.

Since GM's driverless cars are years away from hitting the road as part of Lyft's service, the automaker plans to provide short - term car rentals (for a day, week or month) to Lyft drivers in the immediate future, as well as lease financing through its GM Financial arm, said Ammann.

The easiest way to offset that taxable income would be to give that RMD money to charity through a qualified charitable distribution, said Jeffrey Levine, CEO and director of financial planning at BluePrint Wealth Alliance in Garden City, New York.

Her expertise includes saving and investing for retirement, paying for college, managing mortgage, student loan, credit card and other debt, and building a financial legacy through estate planning.

We improved accessibility through the Enabling Accessibility Fund, provided new investments for people with disabilities to join and contribute to the workforce, and helped improve access to financial independence through programs such as the Registered Disabilities Savings Plan (RDSP).

Lee's own expansion plans are creating too many jobs, and his government leans heavily on Singaporeans to limit the size of their families through an array of financial disincentives such as progressively higher hospital fees for each successive baby.

Run your details through a life expectancy calculator like Livingto100.com or the True Vitality Test at BlueZones.com, said certified financial planner Carolyn McClanahan, director of financial planning for Life Planning Partners in Jacksonville, planning for Life Planning Partners in Jacksonville, Planning Partners in Jacksonville, Florida.

Talk through retirement and business - planning decisions with a financial consultant and tax advisor.

While there are programs like Social Security to help ease the financial burden, most workers have to depend on savings, 401k's and the dwindling number of pension plans that some companies offer, to see them through their after - work years.

Diversifying assets by taxability is important in building a financial planning strategy to last through working years and into retirement.

Track Your Wealth For Free: If you do nothing else, at the very least, sign up for Personal Capital's free financial tools so you can track your net worth, analyze your investment portfolios for excessive fees, and run your financials through their fantastic Retirement Planning Calculator.

States, through their employee pension plans, sponsor excellent financial institutions that, on a not - for - profit basis, get the highest returns for the least cost.

This discussion also does not consider any specific facts or circumstances that may be relevant to holders subject to special rules under the U.S. federal income tax laws, including, without limitation, certain former citizens or long - term residents of the United States, partnerships or other pass - through entities, real estate investment trusts, regulated investment companies, «controlled foreign corporations,» «passive foreign investment companies,» corporations that accumulate earnings to avoid U.S. federal income tax, banks, financial institutions, investment funds, insurance companies, brokers, dealers or traders in securities, commodities or currencies, tax - exempt organizations, tax - qualified retirement plans, persons subject to the alternative minimum tax, persons that own, or have owned, actually or constructively, more than 5 % of our common stock and persons holding our common stock as part of a hedging or conversion transaction or straddle, or a constructive sale, or other risk reduction strategy.

If your shares are held through either the Company's 401 (k) Plan or Stock Purchase Plan, then Broadridge Financial Solutions, Inc. (Broadridge) will send you a «voting instruction form and proxy card» to designate your proxy to vote your shares.

While some businesses come with significant issues needing resolution — financial distress, a complex corporate carve out, a transition from family ownership, or a need to make costs competitive through deep operational change — others are simply seeking a capital partner committed to growth with the deep operational and strategic experience to partner with management to execute a business plan and attain sustainable value.

At the very least, run your financials through their new Retirement Planning Calculator which uses your real data you've linked, and runs a Monto Carlo simulation to ascertain whether you need to make adjustments to your income and / or expenses to meet your retirement goals.

[42:14] Tony explains the questions to ask an advisor, to ensure they're truly on your side [42:28] 60 % of people surveyed today say they believe their financial advisor is putting the company interests above their own — it's actually worse than they believe [42:45] Why Tony has chosen to support Peter and his firm, Creative Planning [43:33] How you can get a second opinion from Peter's firm, Creative Planning, through their website (www.GetASecondOpinion.com)-- it doesn't matter how much or little you have, they'll give you feedback [44:00] Tony's biggest challenge when writing his first book, and how it brought him to Peter Mallouk [44:30] Peter explains the process Creative Planning went through to open their services to people at the $ 100,000 level, and how offering this extensive range of services to people at this level is unprecedented

Financial Engines is a service that offers retirement planning through employer - sponsored plans, which helps to fill a badly neglected role in the investing world.

The program has now reached over 6,000 individuals of all levels, from first year collegiate players through veteran pro athletes, teaching athletes and entertainment professionals the powerful message of building a sound financial plan alongside a successful career.

The PNC Financial Services Group, Inc. («PNC») uses the marketing name PNC Center for Financial InsightSM to provide wealth planning education to individual clients through its subsidiary, PNC Bank, National Association («PNC Bank»), which is a Member FDIC.

Elissa's significant role in merging the Institute of Certified Financial Planners (ICFP) and the International Association for Financial Planning (IAFP) to form the Financial Planning Association, her contributions as a thought leader to the advancement of the profession through her writing, presenting, and teaching, and her contributions to society and the profession through her work at the Foundation for Financial Planning were highlighted as she received the award.

He has served on the Financial Planning Day and Career Day committees through FPA's National Capital Area chapter and has also served on the chapter's board as the Director of PR, Media Relations and Communications.

Today, through a range of services that include life insurance, annuities, and retirement plans, Transamerica and its parent company operate in more than 20 markets worldwide, continuing to help clients secure their financial futures.

Through Matter's integration of these activities, you are better positioned to understand your financial world more clearly and make thoughtful and informed decisions about your future plans.

Founded in 1946, the firm is a leading provider of investment management, retirement planning, portfolio guidance, brokerage, benefits outsourcing, and many other financial products and services to more than 20 million individuals and institutions, as well as through 5,000 financial intermediary firms.

Our team of Certified Financial Planners ™ can help guide you through the retirement planning process.

This news release contains forward - looking statements within the meaning of the U.S. Private Securities Litigation Reform Act of 1995 and Canadian securities laws, including statements regarding: BlackBerry's expectations regarding new product initiatives and timing, including the BlackBerry 10 platform; BlackBerry's plans and expectations regarding new service offerings, and assumptions regarding its service revenue model; BlackBerry's plans, strategies and objectives, and the anticipated opportunities and challenges in fiscal 2014; anticipated demand for, and BlackBerry's plans and expectations relating to, programs to drive sell - through of the company's BlackBerry 10 smartphones; BlackBerry's expectations regarding financial results for the second quarter of fiscal 2014; BlackBerry's expectations with respect to the sufficiency of its financial resources; BlackBerry's ongoing efforts to streamline its operations and its expectations relating to the benefits of its Cost Optimization and Resource Efficiency («CORE») program and similar strategies; BlackBerry's plans and expectations regarding marketing and promotional programs; and BlackBerry's estimates of purchase obligations and other contractual commitments.

The panel is asking Puerto Rico to provide by May 7 a timetable for when it plans to make public the audited financial statements for fiscal years 2015 through 2017, according to a letter from the panel to Gerardo Portela, the executive director of the commonwealth's fiscal agency, that was posted yesterday on the board's website.

I went through the free financial planning session and it was a good experience.

Grab, to its credit, pushed on and raising another $ 2.5 billion last year from investors while it expanded into financial services through a payment system and, most recently, plans for micro-loans and insurance.

Our clients are individuals (direct clients as well as managed money through financial advisors), institutions, retirement plans, and government entities.