The firm prides itself on its relationship-centric approach to offering clients comprehensive, long-term financial planning
The research, however, noted that there can be significant knock-on effects to parents' long-term financial planning
Despite widespread expectations that financial crises are likely to occur again, the study finds that people have taken a small step backward in terms of their long-term financial planning
Services Will Include Advice On A Day-to-day Basis, Long-term Financial Planning
Independent Of Specified Projects, Advising The County On The Appropriate Method Of Sale Of Bonds, Or Other Alternatives For Raising Capital, And Managing The Competitive Sales When Selected By The County, Full Bond/note Issuance Processing (As Needed), Advising And Training County Staff Regarding Post-issuance Compliance, Supporting The Countys Tif Commission Members By Providing Analysis And Recommendations Regarding Development Proposals Seeking Tif Financing, Coordinating The Countys Arbitrage Rebate Calculations, And Advising The County On The Appropriate Investment Of Bond Proceeds, Including Construction Funds, Reserve Funds And Escrow Funds.
Most people come to us when they have a specific issue and it is our job to not only offer them a solution for that, but to take a more holistic approach to their long-term financial planning
These can range from saving for a new home, children's education and weddings through to long-term financial planning
for later years.
Durrani said the presence of State Life services at the embassy premises would help sensitise community members about the importance of life insurance services and long-term financial planning
for their own families.
With more than half of those surveyed citing [lack of early financial planning] as their overriding regret, it's clear that wealthy individuals value highly the benefits and opportunities that long-term financial planning
brings them and their families, and that they understand the importance of routinely reviewing those plans to ensure that they always remain 'on track' to reach their financial goals," he said in a statement.
Sharan and Ameriprise India Advisory Services COO Kapil Narang talk about the growing awareness about long-term financial planning
As CFO, Spear will provide strategic leadership over Unitus' financial Operations--including investments, risk management, long-term financial planning
and accounting practices--and interact with regulatory bodies, the financial community and external auditors.
It also found 91 per cent of households where women were in charge of the long-term financial planning
had savings, compared with 82 per cent of families where men had greater responsibility.
Among couples aged under 45, women are already behind more than half (52%) of long-term financial planning
as well as 54% of bill payments.