Sentences with phrase «with a financial advisor who»

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.

In fact, the percentage of Boomers working with a financial advisor who are highly confident in having sufficient savings to live comfortably throughout their retirement years is more than twice that of Boomers who are planning for retirement on their own, IRI data show.

Do your homework before you decide on an annuity and consider consulting with a financial advisor who can help you find just the right annuity based on your needs.

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.

If you know your emotions may cause you to sell after prices tumble, consider getting additional financial advice by working with a financial advisor who can help you ride out the ups and downs in a more methodical way.

Work closely with a financial advisor who can offer expertise and guidance to help you focus on actions that add value.

Recently, I've been in contact with my financial advisor who has been talking me through a few risk management strategies, as well as other short - and long - term financial goals for retirement, kid's...

If you know you should be investing but are hesitating because you lack confidence or trust in the markets, you may want to partner with a financial advisor who can talk through your fears, offer unbiased advice and develop a financial plan you are comfortable with.

Do your homework before you decide on an annuity and consider consulting with a financial advisor who can help you find just the right annuity based on your needs.

Keep in mind that annuities are not for everyone, and it is always wisest to sit down with your financial advisor who can guide you through the process and help you choose what's best for your risk tolerance and retirement timeline.

Consider discussing these strategies with a financial advisor who has an understanding of your individual financial situation.

Do your homework before you decide on an annuity and consider consulting with a financial advisor who can help you find just the right annuity based on your needs.

Before you buy, talk with a financial advisor who understands these products and can compare them to stand - alone long - term care and life insurance options.

This is a common question for many people who have just visited with a financial advisor who recommended a variable universal life insurance policy.

Consider working with a financial advisor who specializes in divorce and will collaborate with other professionals on a case.

Not exact matches

Robin Young, an advisor at Northstar Financial Planning in Windham, N.H., is currently working with a couple in their early 40s who are taking extreme measures to plan.

About 90 percent of North Korea's trade is with China, and Chinese junket operators are well equipped to use the formal banking sector and informal financial networks created by the Chinese traders and small businessmen who've crisscrossed the world for 1,000 years, says Andrew Klebanow, a senior partner at Global Market Advisors LLC in Las Vegas.

Carson suggests working with an advisor who can use software to run Social Security projections and help assess the best claiming strategies within the larger context of your financial picture, goals and objectives.

CNBC asked that question of financial advisors Scott Hanson, Peter Mallouk, Ron Carson, Louis Barajas and Cathy Curtis, who each welcomed the opportunity and weighed in with some professional financial advice.

The Department of Labor passed a new rule earlier this year requiring that financial advisors who work with clients on retirement plans abide by a fiduciary standard.

However, there is a catch — while these financial advisors were made ERISA fiduciaries on June 9, the DOL won't «pursue claims against fiduciaries who are working diligently and in good faith to comply with the fiduciary duty rule and exemptions» until January 1, 2018.

«As a financial advisor, who is a value investor, when I identify a sector or region or financial instrument that is undervalued, I then search for the best active value manager with a proven track record net of fees to execute that strategy.

While refinancing can be helpful, borrowers should weigh all the options available to them; review their financial status; and speak with family, a financial advisor, a college guidance counselor, or other certified professionals who can help review the pros and cons of refinancing before making a final decision.

Look for a financial advisor who will work with you to put together an individualized, strategic plan to ensure your retirement funds last.

Financial Advisor Fraud: Every year, investors become the victims of stockbrokers, financial advisors, financial consultants or other registered representatives who overpromise returns, misdescribe the risks of an investment, recommend inappropriate investments, or even perpetrate fraud when dealing with theirFinancial Advisor Fraud: Every year, investors become the victims of stockbrokers, financial advisors, financial consultants or other registered representatives who overpromise returns, misdescribe the risks of an investment, recommend inappropriate investments, or even perpetrate fraud when dealing with theirfinancial advisors, financial consultants or other registered representatives who overpromise returns, misdescribe the risks of an investment, recommend inappropriate investments, or even perpetrate fraud when dealing with theirfinancial consultants or other registered representatives who overpromise returns, misdescribe the risks of an investment, recommend inappropriate investments, or even perpetrate fraud when dealing with their clients.

«For many people, the investment component may be more important than any state tax savings,» says Nelligan, who recommends working with a financial advisor to weigh the tax benefits of staying in - state and shopping around for suitable alternatives.

At Fidelity, wealth management means you can have a dedicated financial advisor who will work with you and for you, providing clear recommendations to help you grow and protect your wealth.

blooom is a Registered Investment Adviser with the SEC, and aims to scale fiduciary best practices on low fees, and appropriate asset allocation and diversification, to millions of Americans who have no access to a financial advisor.

It may be helpful to speak with a financial advisor or certified public accountant who can help you identify whether you should be making this investment and for how much.

Of the 36 % of investors who do opt for a professionally prepared, goal - driven plan, 80 % credit their financial advisors with their financial success.

Wealthstream Advisors works with people who are seeking in - depth financial planning and independent investment management so that they have the confidence and knowledge they need to navigate the complexities that wealth brings.

If not, add another resolution to your list — finding an advisor who can sort through the constantly changing financial landscape with your best interests as their guiding light.

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.

When you partner with GP Wealth Management you will receive the personal attention of a financial advisor who will create and execute a customized financial plan designed to meet your current needs and provide for your future.

People who work with a financial advisor feel more confident, they save more, they take action (and don't procrastinate retirement planning) and they make rational moves with their money.

While incomes vary, and 401 (k) s aren't the only source of retirement income, financial advisors are on the hot seat with many clients who don't have near $ 1 million in their retirement savings.

Ninety - four percent of Boomers working with a financial planner report having retirement savings versus 68 % who report the same without a client - advisor relationship.

A website serves to connect survivors and victim families who received funds with a financial advisor.

The data is clear, boomers who work with a financial advisor have much stronger and measurable retirement plans.

When in doubt, consult a qualified real estate professional who knows the local market, then work over the figures with a financial advisor.

In fact, they're probably for the minority — the real estate investor with decades of success, the independently wealthy angel investor or the ex — Wall Street financial advisor who knows the investing world inside and out.

If you aren't sure whether it's the best option, talk with a financial advisor — an expert who can help you invest according to your goals and overall financial picture.

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.

For Financial Advisors who on occasion need to do specialized calculations, these systems provide you with accurate up - to - date calculations and professionally designed reports that you can be proud to show any client.

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.

The Edward Jones Trust Company works in partnership with local professionals and your financial advisor, who serve as the local contact and face of the Trust Company.

There's an advantage in working with an Edward Jones advisor who knows you and your financial goals.

Discretionary managers in the UK are advisors to whom you hand over complete control of your investment portfolio including key asset allocation decisions versus a financial advisor who must consult with you about significant changes and fund switches.

If appropriate, seek out the assistance of an appropriate financial advisor or attorney who can help you with these issues.

If an investor's situation involves complex financial planning issues that extend beyond allocating investments and related services, they might be better served with a more traditional advisor who provides advice in areas such as estate planning.