Sentences with phrase «with his financial advisor during»

In fact, he was given two weeks to do so, even meeting with his financial advisor during this time.

Not exact matches

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.

If you choose to withdraw money from your retirement fund during your lifetime to make a donation to Amnesty International, we recommend that you carefully review the tax implications with your financial advisor.

Luebbert graduated cum laude from Westminster College with a bachelor's degree in economics and worked as a financial advisor intern for Edward Jones during college.

Two terms you have definitely heard during your meetings with an advisor are «investment plan» and «financial plan» — which sound very similar, but are different things.

For instance, advisors can help with portfolio construction, tax and financial planning, and hand - holding during downturns.

Although TD Ameritrade charges a slightly higher fee for trades at $ 9.99, they offer other features that some say more than make up for it, including the opportunity to speak with a financial advisor for free during one no - obligation consultation.

If this is the case, consult with your attorney or financial advisor, they can help you have the policy ownership signed over to you during the divorce proceedings.

There are three different financial advisor resume format options provided below, with each of them serving as a way to show you how different levels of education and experience can give you an edge during the job application process.

As a Certified Financial Planner (CFP), I can work with divorcing couples either as a neutral financial advisor or as an advisor to one spouse if that is needed, to resolve financial issues that arise during the divorceFinancial Planner (CFP), I can work with divorcing couples either as a neutral financial advisor or as an advisor to one spouse if that is needed, to resolve financial issues that arise during the divorcefinancial advisor or as an advisor to one spouse if that is needed, to resolve financial issues that arise during the divorcefinancial issues that arise during the divorce process.

As Myra points out, all of us — attorneys, mental health professionals and financial advisors included — would rather enjoy the holidays with our own families than be called into action on behalf of stressed out clients during the season.