Sentences with phrase «understanding of the financial goals»

A licensed loan advisor will determine if you meet the basic eligibility requirements, get a better understanding of your financial goals, and recommend the best product for your needs.

A licensed loan advisor will determine if you meet the basic eligibility requirements, get a better understanding of your financial goals, and then recommend the best loan product for your needs if you meet the eligibility criteria.

Once you know this information, you may have a clearer understanding of the financial goals you should set in order to retire on your terms.

With our life insurance needs calculator, it only takes a few minutes to get a clear understanding of your financial goals and what your family may require down the road.

Not exact matches

And if you understand the power of compounding, then you realize how a 50 % tax bite as opposed to a 20 % tax bite can mean the difference between achieving your financial goals a decade early or never achieving them at all.

This determination demands a more rigorous investigation and an enhanced understanding of both the annuity contract itself and the individual client's financial situation and goals.

Understanding how to talk to clients about goals is an aspect of behavioral finance that is covered in depth by the new wealth management education program developed by The American College of Financial Services.

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).

Professor and Director of the Institute for Behavioral and Household Finance (IBHF) at Cornell University The mission of the IBHF is research and education in the areas of behavioral finance and household finance with the goal of better understanding and modeling financial behavior.

But in order to make the best possible choices about your money, you need to understand what types of accounts are available, what they are designed to do, and how they can help you reach your financial goals.

As long as you understand the limitations of a savings account and CD, you may find these products are key to helping you achieve your financial goals.

It is important that investors understand the forces that shape each generation's investment behavior and how the pursuit of financial goals differs from generation to generation.

Until someone with proper expertise in myriad areas of sports science, football coaching, business, finance, law, PR, media, marketing, human resources etc etc has unfettered access to all board meeting minutes, records of all discussions with players, full player medical records, details of all contacts with agents, other clubs, other players, seen copies of player contracts and negotiations, understands the financial imperatives, interprets the business accounting, has reviewed the business plan, has knowledge of the employer / employee contractual relationship between Wenger and the club, has intimate insight in to the goals and objectives of the business and the club — then everyone is filling in the gaps with their own version of events and will necessarily always be a long, long way from anything close to any «truth».

Of course I fully agree with many of the more accepted goals of the liberal variants of critical pedagogy whose arch-categories include the following — to foment dialogue, to deepen our appreciation of public life, to create spaces of respect and appreciation for diversity, to encourage critical thinking, to build culturally sensitive curricula, to create a vibrant democratic public sphere, to try to change the hardened hearts and minds of our increasingly parasitic financial aristocracy, to build knowledge from the experiences and the histories of students themselves, to make knowledge relevant to the lives of students, and to encourage students to theorize and make sense of their experiences in order to break free from the systems of mediation that limit their understanding of the world and their capacity to transform it, to challenge racism, sexism, homophobia, ableism, to fight against white supremacy, etcOf course I fully agree with many of the more accepted goals of the liberal variants of critical pedagogy whose arch-categories include the following — to foment dialogue, to deepen our appreciation of public life, to create spaces of respect and appreciation for diversity, to encourage critical thinking, to build culturally sensitive curricula, to create a vibrant democratic public sphere, to try to change the hardened hearts and minds of our increasingly parasitic financial aristocracy, to build knowledge from the experiences and the histories of students themselves, to make knowledge relevant to the lives of students, and to encourage students to theorize and make sense of their experiences in order to break free from the systems of mediation that limit their understanding of the world and their capacity to transform it, to challenge racism, sexism, homophobia, ableism, to fight against white supremacy, etcof the more accepted goals of the liberal variants of critical pedagogy whose arch-categories include the following — to foment dialogue, to deepen our appreciation of public life, to create spaces of respect and appreciation for diversity, to encourage critical thinking, to build culturally sensitive curricula, to create a vibrant democratic public sphere, to try to change the hardened hearts and minds of our increasingly parasitic financial aristocracy, to build knowledge from the experiences and the histories of students themselves, to make knowledge relevant to the lives of students, and to encourage students to theorize and make sense of their experiences in order to break free from the systems of mediation that limit their understanding of the world and their capacity to transform it, to challenge racism, sexism, homophobia, ableism, to fight against white supremacy, etcof the liberal variants of critical pedagogy whose arch-categories include the following — to foment dialogue, to deepen our appreciation of public life, to create spaces of respect and appreciation for diversity, to encourage critical thinking, to build culturally sensitive curricula, to create a vibrant democratic public sphere, to try to change the hardened hearts and minds of our increasingly parasitic financial aristocracy, to build knowledge from the experiences and the histories of students themselves, to make knowledge relevant to the lives of students, and to encourage students to theorize and make sense of their experiences in order to break free from the systems of mediation that limit their understanding of the world and their capacity to transform it, to challenge racism, sexism, homophobia, ableism, to fight against white supremacy, etcof critical pedagogy whose arch-categories include the following — to foment dialogue, to deepen our appreciation of public life, to create spaces of respect and appreciation for diversity, to encourage critical thinking, to build culturally sensitive curricula, to create a vibrant democratic public sphere, to try to change the hardened hearts and minds of our increasingly parasitic financial aristocracy, to build knowledge from the experiences and the histories of students themselves, to make knowledge relevant to the lives of students, and to encourage students to theorize and make sense of their experiences in order to break free from the systems of mediation that limit their understanding of the world and their capacity to transform it, to challenge racism, sexism, homophobia, ableism, to fight against white supremacy, etcof public life, to create spaces of respect and appreciation for diversity, to encourage critical thinking, to build culturally sensitive curricula, to create a vibrant democratic public sphere, to try to change the hardened hearts and minds of our increasingly parasitic financial aristocracy, to build knowledge from the experiences and the histories of students themselves, to make knowledge relevant to the lives of students, and to encourage students to theorize and make sense of their experiences in order to break free from the systems of mediation that limit their understanding of the world and their capacity to transform it, to challenge racism, sexism, homophobia, ableism, to fight against white supremacy, etcof respect and appreciation for diversity, to encourage critical thinking, to build culturally sensitive curricula, to create a vibrant democratic public sphere, to try to change the hardened hearts and minds of our increasingly parasitic financial aristocracy, to build knowledge from the experiences and the histories of students themselves, to make knowledge relevant to the lives of students, and to encourage students to theorize and make sense of their experiences in order to break free from the systems of mediation that limit their understanding of the world and their capacity to transform it, to challenge racism, sexism, homophobia, ableism, to fight against white supremacy, etcof our increasingly parasitic financial aristocracy, to build knowledge from the experiences and the histories of students themselves, to make knowledge relevant to the lives of students, and to encourage students to theorize and make sense of their experiences in order to break free from the systems of mediation that limit their understanding of the world and their capacity to transform it, to challenge racism, sexism, homophobia, ableism, to fight against white supremacy, etcof students themselves, to make knowledge relevant to the lives of students, and to encourage students to theorize and make sense of their experiences in order to break free from the systems of mediation that limit their understanding of the world and their capacity to transform it, to challenge racism, sexism, homophobia, ableism, to fight against white supremacy, etcof students, and to encourage students to theorize and make sense of their experiences in order to break free from the systems of mediation that limit their understanding of the world and their capacity to transform it, to challenge racism, sexism, homophobia, ableism, to fight against white supremacy, etcof their experiences in order to break free from the systems of mediation that limit their understanding of the world and their capacity to transform it, to challenge racism, sexism, homophobia, ableism, to fight against white supremacy, etcof mediation that limit their understanding of the world and their capacity to transform it, to challenge racism, sexism, homophobia, ableism, to fight against white supremacy, etcof the world and their capacity to transform it, to challenge racism, sexism, homophobia, ableism, to fight against white supremacy, etc..

Judith Shelton, curriculum director at Ariel Community Academy, explains that a point of success for their K - 8 financial - literacy curriculum is when students understand how school is directly connected to achieving their life goals.

Let us show you how a comprehensive financial plan can create strategic change — engaging resource reallocation, determining return on investment, and helping stakeholders understand how district finances are tied to the goals of a technology implementation.

Goal 2 — Promote student and family understanding of financial literacy as well as academic requirements for college

Because we assume that you're probably watching your pennies very closely in 2016, please know that we will also work with you to understand your individual financial goals, and we are here to help you devise a financing plan that supports all of your plans for the coming year.

It's important to understand the different kind of funds and make sure that you are invested in funds that align with your current income levels, age and financial goals.

Next up, choose a robo advisor or an hourly rate financial advisor — but remember, both require a basic understanding of finances to achieve your goals

Using their industry knowledge, credit expertise and back - end technology capabilities, they help consumers increase credit scores, achieve financial goals, restore buying power and truly understand the importance of credit.

If you have an intimate understanding of your goals, opportunities and present financial picture, you may not need to consult with a financial planner.

This value is core to SoFi and the daily activities of every employee — so much so that CEO, Chairman and co-founder Mike Cagney takes the time to respond personally to many member feedback inquiries; he also hosts regular dinners at his home with customers to better understand their financial goals.

With a firm understanding of your financial aspirations, we can provide clear direction to help you accomplish your goals.

Feel free to use the table of contents below to jump ahead but make sure you understand how to use each retirement account to reach your financial goals.

Budgeting doesn't mean giving up everything you enjoy in life; it's just designed to give you a better understanding of your finances and your financial goals.

It's never too early (or too late) to set financial goals, but achieving them requires a clear picture of your personal finances and an understanding of the services and strategies available to support your goals.

The end goal of a credit counseling evaluation is to define your exact financial situation, understand the saving and spending habits that have led to this situation, and create a realistic detailed plan to follow to get out of debt and back to a solid financial standing.

By understanding some of your life goals, your financial advisor can create an actionable financial plan for reaching those goals.

Work with a professional financial advisor to ensure that your bond swap execution strategy helps you meet your investment goals and that you understand the tax implications of pursuing such a plan.

As Vice President of Paramount Financial Advisors, Henry Monahan combines a comprehensive understanding of sophisticated and proven retirement strategies with a deep passion for helping families achieve their retirement goals.

We'll take the time to understand your current financial situation, and all of your goals.

The role of a financial adviser is to gain an understanding of your financial situation and develop strategies to help you achieve your financial goals.

Making the best decisions for your unique circumstances requires an understanding of the way bonds can be used to achieve a variety of your financial goals as well as a sense of how bonds are priced, the dynamics that drive the market and the various risks involved.

The goal of the Education Program is to prepare buyers to make better financial decisions by expanding their understanding of both the requirements and process for purchasing a home and what to expect as a new home owner.

Effective diversification means understanding how to diversify your portfolio to reach each of your financial goals, and how that diversification changes along with the changes in your life.

Whether you actually build the Benchmark of You or just use this exercise as a way to see your investments — and your risks — in a new light, the process should help you focus on an understanding of your personal financial goals.

Write Out a Simple Budget: With your new found understanding of your monthly expenses you can begin to identify improvement areas and set spending «goals» for various areas of your financial life.

The purpose of a financial plan is to help you to better understand where you are now and help you to reach your goals in the future.

We are advocates of financial education, and the real goal of our debt management program is to ensure that our clients truly understand the value of a budget.

The information presented back to me after I entered my details were easy to understand and felt very supportive of my financial goals and present status.

Learn to say no, and accept that if your social circle doesn't understand your long - term goals of attaining financial security and building wealth, it's time to find new friends.

So stay motivated and keep a clear understanding of the end goal: financial freedom.

This involves setting financial goals, finding type of investment to choose from and understanding your risk tolerance.

As part of identifying such an advisor, make sure there is a mutual understanding that an ostentatious lifestyle is not a valid financial goal.

learning materials and teaching methodologies designed to assist debtors in understanding personal financial management and that are consistent with stated objectives directly related to the goals of such instructional course;

It's likely to be better advice than you'll get here simply because they can and will take the time to understand your specific needs rather than offering generalities because we're trying to write something that applies to many people, all of whom have different goals and time horizons and financial intestinal fortitude.

Highly Knowledgeable and Experienced Professionals Our team of qualified professionals will take the time to understand your specific investment goals, attitude towards risk and unique needs in order to develop and maintain a customized financial plan.

If you have an accurate and precise understanding of your costs, you can set goals for how much revenue your firm needs to bring in to meet your financial goals.

To achieve this goal, it is essential you understand the issue behind our legal project and the financial impact of that issue.