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Topic:
Wealth Management and Financial Advisors
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NewsLetter, Vol. 17, No. 1 – February 2024
Delve into candid musings and insightful reflections from one of our founders. A refreshing take on the world of finance—straight from the source.
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The Best Travel Credit Cards of 2021
Tips from the pros: Finding and using the right travel credit card.
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Lagniappe: Some Final Takeaways
The following is an excerpt from Chapter 23 of Hello Harold written by Harold Evensky. It has been adapted and edited for easier digital reading. I couldn’t resist using one of my favorite words—lagniappe. It means a little something extra given at no cost, somewhat like the thirteenth doughnut in a baker’s dozen. Because there…
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What Issues Should I Consider At The Start Of The Year? | 2024
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Evensky & Katz / Foldes
The beginning of the year is an ideal time for a financial check-up. As you reflect on the past year and set resolutions for the future, this checklist will guide you through essential areas to review and improve. Key Areas Covered: Use this checklist to start the year with a clear financial plan and make…
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