Sentences with phrase «type of financial planner»

This type of financial planner starts where you are financially and works with you to develop a plan for achieving your financial goals.

What type of financial planner do you prefer?

Not exact matches

«The type of hidden fees annuity investors should pay attention to are separate account [investment funds] expense ratios; back - end sales charges; annual administration fees; mortality and expense costs; any rider fees, such as guaranteed income rider, death benefit riders [and] principal protection riders, to name a few,» says financial planner Joseph Carbone of Focus Planning Group.

«In general, these are considered speculative types of investments,» said Russ Robertson, a certified financial planner with WealthCrest Financial financial planner with WealthCrest Financial Financial Services.

As I was reading your article I couldn't help but think, I can't imagine the types of excuses real financial planners hear day in and day out.

Traditionally, different types of insurance — life, disability and long - term care, for example — have been bought separately on what Thomas Henske, certified financial planner and partner at Lenox Advisors, calls an «a la carte» basis.

«Identifying what you value can help you shape your financial goals... and navigate what type of financial strategy is appropriate for you,» says Certified Financial Planner Ariel financial goals... and navigate what type of financial strategy is appropriate for you,» says Certified Financial Planner Ariel financial strategy is appropriate for you,» says Certified Financial Planner Ariel Financial Planner Ariel Anderson.

To frame the analysis, he defines two types of investment opportunity search: (1) informal (use of magazines, newspapers, online services and friends or relatives); and, (2) professional (use of experts such as accountants, financial planners and brokers).

For many people who come into sudden wealth, «the initial instinct is to spend the money like it is going to last forever,» said Horrigan, a certified financial planner whose clients include business owners, doctors and other types of wealthy individuals.

Unlike wealth managers, who typically help wealthy clients manage a more complex financial situation, financial planners serve many types of investors who wants help drawing up a budget and a long - term road map.

«[PAYE is] a type of income - based repayment option where the amount you pay will be based on your discretionary income,» Michael Solari, the certified financial planner for Solari Financial Planning, LLC, efinancial planner for Solari Financial Planning, LLC, eFinancial Planning, LLC, explained.

Financial planner Jason Heath is used to hearing from people who think an RRSP is a type of investment.

«Find the one which gives you the most credits for the type of items you most often buy,» says Jon Ten Haagen, a certified financial planner in Huntington, New York.

As I was reading your article I couldn't help but think, I can't imagine the types of excuses real financial planners hear day in and day out.

You should never do this type of strategy without having the financial planner do your tax return and put his name on it.

Another explanation could be that married heterosexual couples are more likely to go together to a financial planner than are other types of couples.

«[PAYE is] a type of income - based repayment option where the amount you pay will be based on your discretionary income,» Michael Solari, the certified financial planner for Solari Financial Planning, LLC, efinancial planner for Solari Financial Planning, LLC, eFinancial Planning, LLC, explained.

Consult with a tax adviser or financial planner before contributing to an IRA to make sure you choose the best type of account for your circumstances.

If you need help assessing which type of IRA account is best for your needs, consider consulting with a professional financial planner.

Remember, when it comes to these types of accounts, you should consult both a tax advisor or accountant and a financial planner.

The great American financial planner and author William Bengen once referred to two types of retirees: the «black holes» and «the stars.»

If you work with a financial planner, or are working on a will or trust, this type of inventory ensures you're not missing any important information.

1) Already have purchased a module that needs this type of data (Asset Allocation Software, Net Worth Software, Retirement Software, the Integrated Financial Planner, etc.).

We recommend that you discuss the various types of trusts with your financial advisor and estate planner.

At that point there will be a new type of climate financial planner.

When you are reviewing your options with a life insurance professional such as a financial planner, agent or broker, they may suggest combinations of different types of policies to save money.

Now that you understand some of the basic policy types, you can talk to your financial planner or life insurance agent when shopping for life insurance and they should be able to explain everything so that you can make a well informed decision of the best type of policy for you and what strategy to use when buying life insurance.

Seek the advice of your certified financial planner or attorney and consult with your insurance broker to determine which type of Burial Insurance policy will fit your budget and personal preferences.

Once you embark on this type of planning, you will likely need to consult with your financial planner, accountant, lawyer, and an independent life insurance agent, like us.

Guaranteed universal life insurance policies are a common choice for estate attorneys, bankers, and financial planners because they are less expensive than other types of «permanent» life insurance, and most companies will offer at least $ 5,000,000 of coverage.

Terms plans are considered to be the best form of insurance by financial planners because this type of insurance provides high cover at a low price.

Certified financial planner Anil Rego says, «Determine which type of policy you need - term, unit - linked or traditional.

If they anticipate any type of Capital Gains issue when the sale of the home occurs, they should discuss their options with an attorney and / or financial planner.

Might be a good idea to talk to an expert financial planner that is not beholden to any particular asset or type of transaction.