Important Numbers 2022
-
Evensky & Katz / Foldes
Categories
Recent Insights
-
The 401(k) You Left Behind — Wealth Management and Financial Planning Strategies to Protect Your Future
If you’ve ever switched jobs (and most of us have), chances are you left a retirement account behind. Maybe you figured it’s best left untouched — or maybe you just forgot about it altogether. But rolling over your old 401(k) into your current employer’s plan or into an IRA might be one of the easiest…
-
Why Smart Investors Rebalance: The Discipline Behind Thoughtful Portfolios
In investing, the hardest part isn’t always choosing what to buy—it’s knowing when and how to adjust. That’s where portfolio rebalancing comes in. At Evensky & Katz / Foldes, we believe thoughtful investing means staying aligned with your goals, applying disciplined financial planning, smart investment diversification, and not chasing returns. Thoughtful Investing Starts with Thoughtful…
-
Choosing the Right Retirement Plan for Your Business: A Guide for Sole Proprietors
As a sole proprietor, planning for your retirement is a crucial step in securing your financial future. You’re in control of your business, but you also need to be smart about how you save for the long term. The good news is that there are several retirement plan options available, each with unique benefits. Some…
-
Retire, Redesign, or Recharge: How to Know It’s Time for a Career Shift
Retirement Planning Goes Beyond the Numbers Choosing to leave a career is as much an emotional decision as a financial one. In fact, I would argue the financial side is the easiest to determine – it is completely objective. You either have enough in savings and income to meet your future financial goals or you…
-
The Psychology of Money for Kids: How Couples Can Teach Financial Literacy Together
Why Teaching Kids About Money Starts Early Children begin forming beliefs about money far earlier than many parents realize. By the time they’re in kindergarten, many kids already show emotional reactions to saving, spending, and sharing. These early money behaviors aren’t just shaped by conversations—they’re based on what kids see, hear, and feel in their…
