Sentences with phrase «time with a financial advisor»

Not exact matches

«These [fall] benefit meetings with clients are a time to look at last year's tax return and see what they can do differently with benefits to help next year's taxes,» said John Gugle, CFP and principal at Alpha Financial Advisors.

Keller of the Certified Financial Planner Board of Standards expects the department will relax some of the disclosure requirements and modify the rules about communications between advisors and prospective clients and likely give firms more time to comply with the rule.

While it's always recommended that families meet with a financial advisor to decide what level of life insurance protection would benefit them the most, a supplemental policy could act as a financial safety net, providing much needed normalcy during a very difficult time.

If there are cumulative quantity discount eligible shares that would qualify for combining with your current purchase and you do not tell your financial advisor or the Franklin Templeton Funds» transfer agent at the time of any purchase, you may not receive the benefit of a reduced sales charge that might otherwise be available since your financial advisor and the Fund generally will not have that information.

If you have not designated a financial advisor associated with your Franklin Templeton Fund shares, it is your responsibility to specifically identify any cumulative quantity discount eligible shares to the Fund's transfer agent at the time of any purchase.

«If you haven't been periodically rebalancing your portfolio, now may be a good time to review your strategy with a financial advisor.

Your provider might be able to offer a CPA to help you at tax time, or connect you with a financial advisor who can give your retirement plan a once over so you can feel confident that you'll be able to retire on time.

At a time when a large percentage of the current financial advisor force is drawing closer to retirement, RBC Wealth Management - U.S. aims to attract new talent to the business with a new digital storytelling initiative that shines a spotlight on the role of financial advisors and what it takes to become part of the industry...

2017.03.29 Canadian financial advice reimagined: RBC introduces MyAdvisor to digitally connect clients with advisors for real - time advice A new digital experience for clients, using live video to connect them in real time with advisors, has been introduced by RBC...

2017.09.06 RBC Wealth Management — U.S. launches new digital storytelling initiative to attract female financial advisors At a time when a large percentage of the current financial advisor force is drawing closer to retirement, RBC Wealth Management - U.S. aims to attract new talent to the business with a new digital storytelling initiative that shines a spotlight on the role of financial advisors and what it takes to become part of the industry...

Many families relocate to more moderate tax environments or work with the family office team and outside advisors to structure their wealth management in the most tax efficient manner possible and may spend more of their time in a different city or state than the one they had resided in prior to their financial windfall.

As you near retirement and consider an exit strategy, this is the time to sit down with a qualified fee - only financial advisor.

Many times, the financial advisor who sold the original variable annuity is no longer around to advise a client as to whether it's best to move ahead with surrender, leading to investor confusion over a thorny financial decision, he said.

It's critical for financial planners and investment advisors to work closely with their clients» estate planning experts, because they're able to spot problems early, while there is still time to fix them.

Your advisor will take the time to meet with you periodically, getting to know you, your goals, and where you are in your financial journey.

You can maximize your time and personally connect with your financial advisor using the following devices:

They place greater value on the level of interest the advisor takes in providing them with appropriate advice — value is driven by the advisor taking the time to understand their needs and goals (45 % of women versus 36 % of men), being responsive to their questions (42 % versus 37 % of men) and being able to explain financial matters in an understandable way (44 % versus 33 % of men).

The transition to retirement may also be a good time to discuss your situation with a financial advisor.

If your retirement goals don't exactly align with what your investments can support, your Edward Jones financial advisor can help you determine if you need to make some adjustments, including cutting expenses, working part time or delaying retirement.

In fact, financial advisors who use the toolkit report that they can deliver more value to their client, with more efficiency in their practice due to the reduced time spent managing client expectations.

As an Edward Jones client, you'll work with a dedicated financial advisor who spends time listening to you, explaining recommendations, answering questions and helping you plot the right course.

By working closely with your financial advisor, you can help ensure that your portfolio is properly diversified and that your financial plan supports your long - term goals, time horizon and tolerance for risk.

Investors should consult with an investment advisor; investment decisions should be made based on the investor's specific financial needs and objectives, goals, time horizon, and risk tolerance.

Now may be an excellent time to sit down with your financial advisor to determine whether your investments have you on track toward your investment goals.

Financial Services: Bankers and financial advisors can take advantage of the video capabilities of tablets for face - to - face meetings with clients, saving the time it takes to meet up at physical lFinancial Services: Bankers and financial advisors can take advantage of the video capabilities of tablets for face - to - face meetings with clients, saving the time it takes to meet up at physical lfinancial advisors can take advantage of the video capabilities of tablets for face - to - face meetings with clients, saving the time it takes to meet up at physical locations.

Crucially, our financial advisor from early 2009 — with the extremely timely and rare insight to seek small - cap exposure at that particular point in time — could have easily fallen victim to the all - too common misconception that it pays to seek active managers in «less efficient» segments like small - cap.

The funds performed quite abysmally (I don't know whether that had to do with the market at the time or the funds themselves) and about five years later I transferred my investments to a friend that had just received her license as a financial advisor.

Many financial advisors recommend investing 10 % to 15 % of your annual income to retirement, but obviously with the time value of money, the earlier you invest, the better.

One way to gauge the competence of any financial advisor is to observe how much time they spend with you before they start making recommendations.

Take the time to visit with your financial advisor to make sure your portfolio is properly diversified, and that you are maximizing income for the years ahead.

Your provider might be able to offer a CPA to help you at tax time, or connect you with a financial advisor who can give your retirement plan a once over so you can feel confident that you'll be able to retire on time.

Conclusion — The Robo Advisors are likely fine for someone with fairly basic financial needs who can't afford to work with an advisor full - time or is very comfortable as a do - it - yourself investor, however, financial advisory fees are becoming highly competitive.

And with the financial world changing rapidly, you may be able to save yourself a lot of time and headaches by seeking advice from an independent financial advisor.

Fee only financial advisor in Austin TX and San Antonio TX Our focus is working with young professionals to help grow wealth over time.

For more than 50 years, our experienced team of Licensed Insolvency Trustees and advisors have been working collaboratively with our corporate and individuals to help them recover from times of financial distress and regain control of their finances.

Finally, it can pay off to work with a human financial advisor, even if it's just a one - time meeting to get your goals and asset allocation in line.

With your goals, a plan and support from your bank or financial advisor, you'll be reaching your goals in no time!

With your financial advisor in place, now is the time to lay out your withdrawal timeline.

You need to sit down with a live investment advisor or financial planner and determine 1) your investment goals, 2) your time horizon, and 3) your risk tolerance.

If you believe there are cumulative quantity discount eligible shares that can be combined with your current purchase to achieve a sales charge breakpoint (for example, shares held in a different broker - dealer's brokerage account or with a bank or an investment advisor), it is your responsibility to specifically identify those shares to your financial advisor at the time of your purchase (including at the time of any future purchase).

While working families struggle with these challenges, independent academic research has confirmed that those who work with a financial advisor are better protected, accumulating nearly four times more wealth than those who don't.

If, however, you (except Employer Sponsored Retirement Plans) paid a CDSC when you sold Class C shares held at the time of sale in a Franklin Templeton fund account without an investment representative (financial advisor) appointed by you and invest the proceeds from that sale in Class A shares within 90 days of the sale, you will not receive a credit for the CDSC and new Class A shares issued with your reinvestment WILL NOT BE subject to any otherwise applicable CDSC.

«High yield bonds have had a strong rebound since the financial crisis, with indexes reaching all - time highs1 and high yield funds attracting significant inflows over the past two years,» said Michael L. Sapir, Chairman and CEO of ProShare Advisors LLC, ProShares» investment advisor.

In fact, financial advisors who use the toolkit report that they can deliver more value to their client, with more efficiency in their practice due to the reduced time spent managing client expectations.

Shareholders may be eligible for a reduced sales charge on their investments in class A or class M shares by combining their present purchase of shares with purchases of other Putnam mutual fund shares (except money market funds) made at the same time, including purchases made through financial advisors.

I actually paid it off once, with a nice windfall I got, and my financial advisor at the time told me that was stupid (not an exact quote, but that's the idea).

Even though my gut was telling me my «financial advisor» wasn't adding value and wasn't able to time the market, I never spent enough time to really research indexing enough to make my mind agree with my gut.

Further, it's a very propitious time to plan your investment for the upcoming year with your advisors / brokers to achieve your financial goals.

* Our advisors can help you reach your financial goals by learning what's important to you, then designing a plan that aligns with your needs, experience, and time horizon.

Everyone's best approach is slightly different depending on their risk tolerance and time frame, so that's a good one to check with one of our financial advisors.