Sentences with phrase «various savings goals»

Once you've knocked out that debt you can get down to the real business of putting away money for various savings goals.

Given that you can save a limited amount of money per month, how should this savings be allocated among the various savings goals, such as saving for college and saving for retirement?

In the related Should I have separate savings accounts for various savings goals?

If you like the envelope budget system, Capital One probably does the best job of all the banks to help you categorize and save for your various savings goals including the next exciting vacation or the more mundane such as paying your property taxes.

Not exact matches

To meet its sustainability goals, Erie County has developed a «Green Team» comprised of representatives from various county departments to identify energy conservation and waste reduction projects and to closely track energy use and cost savings resulting from environmentally friendly practices.

They include various forms of insurance, emergency funds and short - term savings which intend to address your short - term financial needs and goals.

If you do have savings in various different accounts for one particular goal, one solution may be to invest in the same target date fund in each account.

With his recurring income and his savings, he fulfills his various financial goals.

You will need to consistently and constantly monitor your portfolio, how far you are from your savings goals and in turn, rebalance your portfolio if necessary to account for various market forces.

Increased reporting accuracy, reduced project completion time, and generated significant cost savings for clients by utilizing my Landman / Land Tech training to assist Attorneys in efficiently meeting set project goals for various clients.

Promoted from Teller position to Member Service Representative April 2003 Established credit union memberships Opened savings, checking, individual retirement, and certificate of deposit accounts and explained options of each to member Prepared all paperwork and assisted members in signing of documentation Cross sold and created Visa check cards in branch Responded to members» questions and concerns via phone queue and online communucation center Opened safety deposit box accounts Performed daily maintenance of the loan applicant database Entered and submitted applications to the loan officers for review and status decision Educated members on the variety of loan products and payment protection options Maintained up - to - date knowledge of credit union products and policies Exceeded cross sell percentage goals with consultative, value - focused customer serviceapproach Exceeded marketing goals by cross selling various credit union products and services Provided back - up for other member service representatives and tellers when needed Maintained dormant account log Executed check orders Back - up for Managers with vault combinations Prepared and executed settlement documents for the following loan products: Home equities (fixed rate and HELOC's), ordered appraisals and flood certificates Auto loans Unsecured lines of credits VISA credit card lines.

The idea of the joint company was to add outside management resources from a market competitive environment and create an organization that could then provide services back to Ameritech with various goals built around savings, improving real estate management and creating investment - class projects.