Tag: planning
Sandbag
What does 'Sandbag' mean Sandbag is a tactic used to hide or limit expectations of a company's or individual's strength in order...
Savior Plan
What is 'Savior Plan' When management and employees borrow money to invest in their failing company in an attempt to save it....
Sallie Mae (Student Loan Marketing Association)
What is 'Sallie Mae - Student Loan Marketing Association' Sallie Mae is a publicly traded company that is the largest provider of...
Safe Harbor
What is 'Safe Harbor' Safe harbor refers to a legal provision to reduce or eliminate liability in certain situations as long as...
Balance Protection
Balance Protection What is 'Balance Protection ' The optional coverage on an existing credit card account. Typically, the fee for the...
Sandwich Generation
DefinitionThe Sandwich Generation is a generation of people who care for their aging parents while supporting their own children. Sandwich Generation What is...
Bailor
DefinitionBailment describes a legal relationship in common law where physical possession of personal property, or a chattel, is transferred from one person to another...
Charitable Remainder Trust
What is a Charitable Remainder Trust
A Charitable Remainder Trust, or CRT, is a type of trust that allows the settlor (the person establishing the...
Cashflow
Source: WikipediaLast Sourced: 2021-02-01This Article has been Edited for AccessibilityCash flow analysis Cash flows are often transformed into measures that give information e.g. on...
Paraplanning
What is 'Paraplanning' A relatively new position within the financial planning industry that involves the performance of the administrative duties of a...