Blog - Evensky

The Women’s Guide to Financial Independence

Topics

Latest Blogs

Estate Planning Family Planning Tax Planning

Before the Ballots: The Strategic Advantage of a SLAT During an Election Year
- David Garcia
With less than 70 days until election day, the future of both the White House and the Senate hangs in the balance. Regardless of who wins, the ongoing challenges of rising federal deficits, unprecedented spending, and lower tax revenues could pave the way for higher taxes in the future. The estate tax exemption, which primarily…
Career Financial Literacy & Fundamentals Tax Planning

Understanding Form 5500: A Guide for Business Owners
- Scott DeCecchis
When it comes to managing your company’s retirement plan, one of the most important responsibilities is filing Form 5500. This form is crucial for maintaining compliance and protecting both your business and your employees. Let’s break down what Form 5500 is, why it matters, and share some practical advice on what to do if you’ve…
Market Insights

Market Update: Interpreting Recent Declines
- Lane M. Jones
U.S. equity markets pushed to new highs as recently as a few weeks ago, inspired by data that showed the U.S. economy grew at a 2.8% rate in the last quarter and anticipation that the Federal Reserve was about to begin taking their foot off the economic brakes by cutting interest rates in their September…
Family Planning

The Emotional and Financial Aspects of Divorce: Navigating the Journey
- Roxanne Alexander
Divorce can be one of life’s most devastating events and can trigger a grieving process similar to mourning a death. While the financial planning and legal aspects of divorce are crucial, the emotional side is often overlooked. For some, divorce may bring a sense of relief, especially if the marriage was unhappy or abusive. It…
Market Insights

Mind Over Market: The market will provoke you, how will you respond?
- Marcos A. Segrera
Behavioral psychology has a huge impact on the average investor, often leading to moves that derail a solid, long-term financial plan. Cognitive biases like overconfidence and anchoring can make investors jump the gun based on half-baked info. Emotions like fear and greed can drive impulsive market reactions, causing panic-selling during downturns and overbuying during rallies.…
Career Financial Literacy & Fundamentals Retirement Planning Tax Planning

RMD Essentials: Maximizing Your Retirement Plan
- Marcos A. Segrera
As a business owner, you’re no stranger to making crucial decisions every day. But when it comes to your personal finances, particularly your company retirement plan, you could be leaving money on the table if you’re not optimizing your RMD strategy. Running a business can feel like you have to be a jack of all…