Long-term financial plan

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Long-term financial plan

Financial plan covering two or more years of future operations.

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.
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The firm prides itself on its relationship-centric approach to offering clients comprehensive, long-term financial planning solutions.
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 in India.
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.

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