Had she and her husband ever taken the time to examine their retirement assets together, she would have been much better prepared for what came next: a complete lifestyle change that included moving in with an adult child to cut housing costs.
Most pensions that utilize banks to custody their assets have failed to examine the compensation these banks derive from handling their assets and the related conflicts.
To successfully implement the Two Pocket Exchange Strategy, an investor must constantly examine opportunities to reposition assets from the taxable category to the other categories.
Alexza said Lazard will help it examine how to enhance shareholder value, including a possible sale or disposition of one or more corporate assets, a strategic business combination, partnership, or other transactions.