Sentences with phrase «complexity of financial assets»

Due to the complexity of their financial assets, we brought in a Certified Divorce Financial Analyst, one of our trusted financial partners, to look at retirement scenarios.

• The best robo - advisors will be honored in categories for various investment levels and the complexity of financial assets.

Not exact matches

Ke notes that financial complexity is a function of income as well as of assets.

Indeed, some financial advisors prefer to keep things simple because of this complexity: «I don't do transfers - in - kind,» says Adrian Mastracci, portfolio manager with Vancouver - based Lycos Asset Management Inc..

Pre-retirement annual cash flow surpluses and / or deficits from the Cash Flow Projectors are added to, or deducted from, all of the investment assets in the Financial Planner pro-rata according to size by default (you don't have to use any of this «complexity» as described below, and then it will account for them this way by default).

While I have had my fair share of challenging custody and access cases, given our geographical proximity to New York City and the financial markets, I frequently find myself helping clients to navigate the intricacies and complexities of large asset and complicated income divorce cases.

Can handle financial complexities of investment - based assets, business ownership, and / or tax issues and pitfalls that may result from the divorce settlement.