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Business Operations
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Untangling Your Finances When You Divorce: Don’t Forget These Important Details
Whose name is on the title to the house? Is the person paying child support covered by a life insurance policy? Have you changed your tax withholding now that you won’t be filing as married? These are all important but often forgotten details. Divorce is an emotional time for everyone involved, but neglecting diligent follow-up…
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Is Your Child Heading Off to College? Avoid these 529 Plan Distribution Mistakes
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Evensky & Katz / Foldes
Your kid(s) is(are) headed off to college – congrats Mom and Dad! Before they even meet their professors, you will receive the first of many tuition bills from the university. Thankfully, you’ve been a responsible adult and have accumulated ample savings for this exact expense in a 529 plan. But now, you’re done accumulating and…
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Should I Buy or Lease a Car?
After buying a home, one of the next major purchase decisions (and expense) is a car. The latest headlines and recent article in the Wall Street Journal “Buying a Car Now Is Brutal—New or Used. Read This First” (linked below) states how the market for cars has been turned upside down due to lack of…
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A Baby Changes Everything
There is no greater joy than finding out that either you or a loved one is expecting a new baby. It can bring a flood of emotions, from excitement to uncertainty, but being prepared is a great first step. I created this checklist to help new parents prepare for important considerations beyond cribs, car seats,…
