Long-term financial plan

(redirected from Long-Term Financial Planning)

Long-term financial plan

Financial plan covering two or more years of future operations.
Copyright © 2012, Campbell R. Harvey. All Rights Reserved.

Long-Term Financial Plan

An investment plan or strategy with a term of usually longer than one year. A long-term financial plan involves more uncertainty than anything short-term because, typically, market trends are more easily predictable in the short term. On the other hand, planning for the long-term is necessary in order to enjoy financial security in retirement. Thus, while planning for the long term is necessary, one's plan must be flexible to account for the uncertainty inherent to it.
Farlex Financial Dictionary. © 2012 Farlex, Inc. All Rights Reserved
References in periodicals archive ?
As lifespans continue to increase, long-term financial planning is crucial.
Allen's focus is on long-term financial planning and education for investors.
She said the council had factored potential implications into long-term financial planning.
We partnered with NCR to improve our digital banking services and ensure our consumers' self-service banking experience remains frictionless and exceeds expectations." "Branches remain critical for financial institutions across the world as more complex, high-margin products, long-term financial planning and other highly specialised services continue to be managed in-person," said Wael El Aawar, vice president, NCR Banking Services for Middle East and Africa.
BlueShore Financial provides a full range of banking, wealth management, insurance and commercial lending solutions supported by expert advice and long-term financial planning. Located in the heart of Kerrisdale on the corner of 41st and Vine, the new Financial Spa branch is designed to emphasize natural elements of the West Coast, reflect the local Kerrisdale community, and create a unique relaxing ambience that sets the stage for a calm and productive financial experience.
Summary: New Delhi [India], June 5 (ANI-NewsVoir): Policybazaar.com, India's leading insurtech brand and largest insurance comparison portal, has launched a consumer awareness campaign, NiveshKarBefikar to help people understand what the new-age Unit-linked Insurance Plans (Ulips) are all about and the role it can play in their 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.
"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.
"Prior to our current highways contract, the cost of a tree was not budgeted for in this 'whole life' way, meaning our long-term financial planning now takes this into account more accurately."

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