planner

Example Sentences

Examples are provided to illustrate real-world usage of words in context. Any opinions expressed do not reflect the views of Dictionary.com.

“From what we see working with clients, Social Security leveling can be helpful, but it’s easy to misunderstand,” said Joon Um, a certified financial planner at Secure Tax & Accounting, Inc.

From MarketWatch

“I’m fielding calls,” said certified financial planner Josh Brooks, who is based in Texas and has clients who are mostly retired U.S.

From MarketWatch

She bends, thrusting the calendar planner in our faces.

From Literature

You may also want to consult a financial planner who understands the rules of expat life in Mexico.

From MarketWatch

When that happens, employees face what planners often call “double jeopardy”: declining portfolio values paired with increased job risk.

From MarketWatch