Sentences with phrase «financial strategist»

A brilliant financial strategist (if you want to save money and forget about trophies), but a dumb ass manager with no football skills and knowledge.

You can take people to court for redress,» says Chris Chen, a certified financial planner with Insight Financial Strategists in Boston and treasurer of the Association for Divorce Financial Planners.

«They feel they've earned it with blood, sweat and tears,» said Chris Chen, a divorce financial planner at Insight Financial Strategists in Massachusetts.

A Friday note from global financial strategist Masao Muraki at Deutsche Bank

Deutsche Bank global financial strategists Masao Muraki, Hiroshi Torii, and Tao Xu mentioned that:

In a family situation where one spouse is the principal wage earner and the other is not employed, the dividend income on non-registered investments would normally be attributed back to the wage - earning spouse, says Aaron Hector, a certified financial planner with Calgary - based Doherty & Bryant Financial Strategists.

Fun and informative, this real estate investing talk show is hosted by professional investor Robert Helms and financial strategist Russell Gray.

Extramarital affairs might have taken months or even years to develop in the past, but with Facebook, Snap chat and other social networks your ex-boyfriend or girlfriend is just a click away, says New York - based divorce financial strategist Jeff Landers, author of Divorce: Think Financially, Not Emotionally.

«It's important to manage your expectations when you're just starting out,» says Jake Serfas, lead financial strategist with O'Dell, Winkfield, Roseman & Shipp, a wealth management firm.

Susan Faykus, from Integrated Financial in Austin, Texas, says: «More often than not, when we help business owners exit their existing company, we commonly find they have waited too late to engage legal, business broker and financial strategist professionals that could help them mitigate the heavy tax burden that could have been restructured for philanthropy or their legacy.»

«These types of fund - raising efforts can get complicated, and they stay complicated,» he says, «so we often recommend that a company hire a CFO or a senior financial strategist to help manage the process.»

«A good financial strategist will cost at least $ 90,000 a year, so do the math,» says Steve Enright, president of SJE Partners, a Richmond, Virginia, HR consulting firm.

This recognition by Wall Street's financial strategists underlies the push to privatize Social Security.

It does not look like these can be achieved via the IMF or other international forums in ways that U.S. financial strategists will willingly accept.

Marshall Auerback, an international financial strategist, says we have become a «Blanche Dubois economy» (so named after the leading character in the Tennessee Williams play A Streetcar Named Desire) heavily dependent on «the kindness of strangers.»

Karen D. Sparks, CDFA ®, JD, is the principal and owner of Divorce Financial Strategists ™.

And if you've left several pension plans over the years, you can consolidate multiple LIRAs from previous jobs into a single locked - in account, but only if they share the same pension jurisdiction, says Aaron Hector, a financial consultant with Calgary - based Doherty & Bryant Financial Strategists.

Shannah is a Certified Financial Planner Professional who is a millennial money financial strategist.

Another technique in taxable accounts is to confine sales to holdings that had been owned longer than a year, to get the lower long - term capital gains rate, observed Chris Chen, a CFP and founder of Insight Financial Strategists.

A Friday note from global financial strategist Masao Muraki at Deutsche Bank argued that the «correlation between Bitcoin and VIX has increased dramatically».

The founder will potentially add 20 - 30 percent to the value of the exit if they have a strong team of advisers at the earliest possible stage — an experienced and professional team of business intermediaries / brokers, legal, financial strategists and tax planners who can expertly structure the business to accomplish the seller's goals, inclusive of lifestyle, philanthropy and legacy.

Deficit will be President Donald Trump's legacy, financial strategists are warning as the U.S. budget expands to accommodate the government's spending plan.

It wasn't until I began working as a financial strategist for a number of people going through divorce that I gained a new perspective.

Robert Helms, a professional investor, and Russell Gray, a financial strategist, host the weekly podcast that's been on air since its radio beginnings in 1997.

For couples lacking an RPP, consider the following planning technique suggested by certified financial planner Aaron Hector (of Calgary - based Doherty & Bryant Financial Strategists): Convert at least a portion of their RRSPs into a RRIF once they turn 65.

As their financial strategist Oliver Döring has said in a statement:

Highly experienced and skilled individual in the banking field seeking to work as a financial strategist in an established company

• Excel, KMV FAMAS • Financial / Accounting software • US GAPP and SEC reporting • Strong communication skills • Financial strategist • Proven supervisor

- We're the financial part of your divorce team: as your financial strategist and advisor, we'll work hand in hand...