Blog - Evensky

The Women’s Guide to Financial Independence

Topics

Latest Blogs

Estate Planning Family Planning Tax Planning

Thoughts on Transferring Wealth to the Next Generation
- Roxanne Alexander
Lately, clients have been asking if we wouldn’t mind having a conversation with their kids about planning for future wealth transfer, as well as helping their children learn how to save and become financially independent. The decision as to whether to talk to your children and when is very personal, so there is no right…
Estate Planning Family Planning

Estate Planning is Overrated
- Marcos A. Segrera
Just kidding. Quite the opposite, in reality. We consider ourselves some of the top cheerleaders for the estate planning profession. Hopefully after reading this you will be encouraged to give your estate planning a review…especially if it has been a few years or if you haven’t even begun the conversation. Just look at some of…
Financial Planning

Stewarding Our Clients Through Volatile Markets…Again
- Taylor M. Gang
If you find yourself watching the financial headlines and getting that “Here I go again…” feeling, remember, you have lived through it before and you will live through it again. We know that declines are expected to happen and although we do not know when they will occur, they are built into our planning and…
Market Insights

Bear Markets and Portfolio Reviews
- Marcos A. Segrera
If you weren’t a long-term investor in January, you are now! I had this post planned since then. I thought May/June would be as good a time as any to discuss how you can thoughtfully review your portfolio. Back then I did not know we would be in bear market territory, which makes this even…
Family Planning Financial Literacy & Fundamentals

Protecting Elderly Family Members – What Can You Do?
- Roxanne Alexander
Fact: We are all getting older. Unfortunately, there are many ways that the elderly can be targeted and taken advantage of financially. We are seeing increases in fake phone calls emails, text messages and IRS or Social Security fraud as scammers, and the technology used, becomes more and more sophisticated. There are some steps you…
Financial Literacy & Fundamentals Retirement Planning Tax Planning

What To Think About When Rolling Your Company Retirement Plan Into An IRA
- Roxanne Alexander
When you’re weighing a possible rollover from your company retirement account into an IRA, there are several things to think about first. The Department of Labor has outlined new rules for advisers to follow when rolling over retirement plans. Whether it is a 401(k) to an IRA or an IRA from one custodian to another,…