Blog - Evensky

The Women’s Guide to Financial Independence

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Tax Planning

Maximizing Wealth with Smart Strategies: Tax-Loss Harvesting & Asset Location
- Michael Scheinberg
Finding ways to add value to managing client portfolios is vital to maintaining long-term successful relationships. At Evensky & Katz/Foldes, we don’t just invest your money and move on. We’re always looking for opportunities to demonstrate our expertise and assure you that we’re keeping an eye on your portfolio. Of course, in a perfect world,…
Career Retirement Planning

Why Offering a 401(k) Plan is the Ultimate Win-Win for Company Owners
- Scott DeCecchis
As a business owner, you face tough decisions every day. One decision that could have a lasting impact on your company’s success—and your employees’ financial future—is offering a 401(k) plan. Not only does it benefit your bottom line, but it also shows your commitment to employee well-being. Let’s explore why offering a 401(k) plan is…
Career Tax Planning

Remote Work in Europe: Tax Implications for US Citizens You Need to Know
- David Garcia
As remote work becomes increasingly popular, many US citizens are considering working for US companies while living in Europe. While this lifestyle change can be enticing, it can lead to a complex web of tax obligations and potential double taxation, and you should consider seeking professional tax advice tailored to your particular circumstances and needs.…
Family Planning Financial Literacy & Fundamentals

Financial Harmony: 5 Steps to Merge Finances with Your Partner
- Flavio Landivar
My partner and I are looking to start sharing our finances. What happens next? Navigating shared finances can be a challenging yet rewarding journey for couples. After all, according to Ipsos, One in three (34%) partnered Americans identify money as a source of conflict in their relationship. If you’re feeling uncertain about how to start,…
Career Family Planning

The Balancing Act: Navigating Mid-Mom Phase and Office Priorities
- Anne Bednarz
Finding Balance in Career and Motherhood Work-life balance—does anyone ever truly achieve it? Probably not, but with each season of life, we find ways to make it work for the present moment. As a mother of five with a full-time career in financial advising, I’ve learned that the concept of balance is often more about…
Family Planning

Financially Ever After? Exploring the Dollars and Cents of Marriage for Same-Sex Couples
- David Garcia
Since the landmark 2015 Supreme Court decision legalizing same-sex marriage nationwide, LGBTQ couples have gained equal access to the financial benefits and considerations that come with marriage. However, the decision to marry involves complex financial implications that deserve careful consideration. Let’s explore whether it makes financial sense for same-sex couples to get married by examining…