Sentence examples for wealth strategy from inspiring English sources

It tends to shift the emphasis from wealth creation to wealth preservation, putting taxes at the core of wealth strategy.

"The biggest issue in blended families is, 'where does my money go when I die?'" said Cyndy Ranzau, associate wealth strategy consultant with RBC Wealth Management.

"They should be harvesting capital losses to balance out capital gains throughout the year, not just in December," says Joanne Johnson, a vice president in J.P. Morgan's wealth strategy group.

"Whenever you are thinking about giving away a valuable asset, you need good legal and tax advice," says Janine Racanelli, a vice president with J.P. Morgan's wealth strategy group.

He is the author of the upcoming book, "Money Mindset: Formulating a Wealth Strategy for the 21st Century" (Wiley & Sons, September 2015) and "Financial Intelligence; Getting Back to Basics after an Economic Meltdown", which was published in August 2009.

You can learn more about this in my new book that will be released in the first quarter of 2018 titled "Taxing Away Your Wealth" Tax Management the missing piece of your wealth strategy.

"Woman live longer than men," said Suzanna de Baca, a vice president of wealth strategies at Ameriprise Financial.

The 2001 tax law gives employees new "portability rules" on retirement savings, said Craig Brimhall, vice president for wealth strategies at American Express Financial Advisors.

"Expecting the unexpected is clearly more important than ever in preparing for retirement," Suzanna de Baca, vice president of wealth strategies at Ameriprise Financial, said in a statement.

"My hypothesis is that people didn't think they were going to need to tap into equity because they thought they would have sufficient assets," said Suzanna de Baca, vice president of wealth strategies at Ameriprise Financial.

"You'd like to run that by them while the decedent is alive to make sure they'll accept it," said Sharon L. Klein, managing director of family office services and wealth strategies at Wilmington Trust.