Sentences with phrase «what financial advisors»

«But I do think the longer - term outlook is very positive, especially if these products continue to deliver that stable value and income, which is really what financial advisors are looking for for their clients.»

The result supports what the financial advisors have long said about the TFSA: that a large number of people still don't fully understand what they are or how to use it.

If your personal saving rate is lower than what financial advisors recommend, that's a sign you may not be doing as much as you should to prepare for retirement or unexpected expenses.

What financial advisors and retirement specialists should be saying is that when you make more income, don't increase your expenses!

What financial advisors can learn from VCs and robo - advisors about lifetime customer values.

I don't plan to experience this much before age 71 but depending on what my financial advisors say, that too could change.

Though if you are concerned about rising rates, here's what financial advisors say you should keep in mind:

If you want to see what your financial advisor looks like with a deer - in - headlights stare, try asking him why a person should take on less risk as they get older.

But thankfully Vanguard has a whitepaper out to help explain and asses what a financial advisor is really worth.

My overall brand «positioning» is no different than what a financial advisor does for people looking to invest in a savings or retirement account.

Not exact matches

If that financial advisor is going to survive, what is she going to do?

We want to know what tools and strategies today's financial advisors and institutional investors use to make smart decisions that support their clients goals and risks.

Ultimately, what matters is whether your financial behaviors could stand some improvement — and it's never too late to seek out a financial literacy class, talk with an advisor or counselor, or track down other resources.

Not so fast, says Evelyn Jacks, a financial advisor, author and tax expert — in fact, people understand exactly what's going on, which is why they're so mad about it:

«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.

Doctors and lawyers are legally required to do what's best for you — why not your financial advisor as well?

What the question tells him is that it's becoming more important to investors to know what will happen to their assets if their financial advisor unexpectedly dies or is disabWhat the question tells him is that it's becoming more important to investors to know what will happen to their assets if their financial advisor unexpectedly dies or is disabwhat will happen to their assets if their financial advisor unexpectedly dies or is disabled.

CNBC asked financial advisors Peter Mallouk, Ron Carson and Louis Barajas what they thought of President Donald Trump's Twitter habits.

It's important to shine a light on the inner workings of an advisor's business — providing insights that may help investors better understand exactly what happens inside a firm they trust to manage their money and make decisions about their financial future.

«The way you treat the wallet, and the money in your wallet, sends a direct message about what you're saying about yourself,» says New York - based financial advisor Stacy Francis, founder of Savvy Ladies, a non-profit financial education organization.

With a majority of wealth managers offering seemingly similar services, it is likely that when the forever - skeptical Gen Xers look at the wealth advisor space, they don't immediately see what differentiates one financial professional from another.

«When you do a brain dump, you get a clearer picture of what will hurt your well - being» if you fail to act, added Bradley, a CFP and founder of the Sudden Money Institute, which trains advisors in financial transitions planning.

These annuity illustrations are used by financial advisors because they help show on paper what kind of returns a particular annuity might offer over the long haul.

In an interview with IMF advisor Robert Shapiro, the bailout expert has pretty much said what, once again, is on everyone's mind: «If they can not address [the financial crisis] in a credible way I believe within perhaps 2 to 3 weeks we will have a meltdown in sovereign debt which will produce a meltdown across the European banking system.

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.

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.

If financial advisors want to retain millennials they should start by asking what their goals are and then see if their financial behavior is helping them get there or needs some adjustments.

What's your opinion about the SEC's recommendation that all financial advisors be subject to a fiduciary standard?

But sometimes it's hard to see what's exactly what, so the financial advisor will ask you to clarify which mortgage goes with which property if you have multiple properties as was in my case for example.

Find the Best Financial Advisor — Tony's personal financial advisor, Ajay Gupta, gives advice on what you must ask before hiring a financialFinancial Advisor — Tony's personal financial advisor, Ajay Gupta, gives advice on what you must ask before hiring a financialfinancial advisor, Ajay Gupta, gives advice on what you must ask before hiring a financialfinancial advisor.

No matter what other incentives an employer may offer — e.g., matching contributions, financial advisors — budget concerns trump all other considerations.

We talked to Weissbluth about what the new rule means for those seeking financial advice, what investors should ask when they hire an advisor — and the best financial advice he's gotten.

What should investors ask advisors when they're seeking financial advice?

These services manage investor portfolios through computer algorithms, at a fraction of what a human financial advisor might charge.

You should be prepared to discuss the specifics of the business» financial position with the lender, so any documents you may be unfamiliar with you should consult with a trusted advisor like your accountant or CPA to make sure you understand exactly what the documents suggest about the financial health of your business.

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...

2017.09.06 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...

how financial advisors might be able to help their clients who are experiencing, some for the first time, what it means to be a caregiver.

David Karp was quoted by Tony Robbins in his book, Money: Master the Game, about what makes a «suitable» vs. «fiduciary» financial advisor.

Clients want advisors «to grasp the broader (technology) trends, zero in on what matters most, and take a more holistic approach to help them at every level achieve their long - term financial goals,» said Mitchell H. Caplan, CEO of Jefferson National.

Secondly, what can financial advisors do to steer their clients toward a reliable emergency fund?

You choose your own path, and you decide what is best for you, and where necessary, seek help from a financial advisor that understands your individual personal needs.

Talk to your financial advisor to see what he or she says for your specific circumstances.

Perhaps the criminalization in other countries of the inexplicable business model used by the vast majority of American «financial advisors» will serve as an example of what real reform looks like and suggest to Americans that financial advice is in fact not «free,» that financial advisors are actually true professionals, and that it's infinitely safer for your wallet and better for your peace of mind to be invoiced by your advisor and never have to wonder if you got good advice or just a good sales pitch.

«What Do Financial Advisors Do» details the research behind six incredible benefits of working with a financialFinancial Advisors Do» details the research behind six incredible benefits of working with a financialfinancial advisor.

Our most - read stories were those showing advisors what clients want and need, and how to help them reach their financial goals.

Each comes with pros and cons, so research them and consult your legal, tax, or financial advisor to determine what best suits your personal situation.

What can financial advisors do to help victims through the recovery process?

Schedule a complimentary consultation to learn what partnering with a Vanguard financial advisor could mean for your portfolio.

Misconceptions about what meeting with a financial advisor is like could be derailing you from getting a jumpstart on your retirement planning, industry experts say.