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Topic:
Wealth Management and Financial Advisors
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Evensky & Katz / Foldes Financial Wealth Management Announces Four New Partners
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Evensky & Katz / Foldes
Evensky & Katz / Foldes Financial is proud to announce four new partners in the firm Anne Bednarz | Texas | Senior Financial Advisor | CFP®, AIF® Anne has been with the firm since 2012 and currently assists with the management of client relationships. She graduated with her Master of Science in Texas Tech University’s…
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Capital Gains Tax
How does capital gains tax work? How might your tax bracket and additional lines of income be affected by it? In this video, David Garcia, CFP/CPA tells you what you need to know to make sure you’re not paying unnecessary fees come tax time.
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Managing Money Better with a Health Savings Account
Health Savings as Risk Management Policy This year we have all been faced with the scary possibility that we might contract Covid and end up with complications or long-term residual health effects. Hopefully for most of us this will not happen, but depending on the type of health insurance policy you have, you may be…
