A Memo from our Chief Investment Officer | March 2025
Market headlines can be overwhelming, especially in times of uncertainty. At Evensky & Katz / Foldes, we understand that economic shifts, policy changes, and market fluctuations can trigger real concerns about your financial future. In the letter below, our Chief Investment Officer, Lane Jones, shares insights on the current market environment, the impact of recent…
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Why Tax Planning Matters
While often overlooked, robust tax planning is one of the most valuable pieces of a complete financial plan, and we are excited to offer it to you. WHAT IS TAX PLANNING? Tax planning refers to our review of your tax return to identify potential planning opportunities – both now and in the future. This is…
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Thoughts Before Funding a 529 College Savings Plan
Watching your college savings grow tax-free with a 529 college savings plan feels great, but failing to follow the rules could come with penalties and taxes that you’ll regret. To avoid that, take a moment to learn the basics. College costs have outpaced inflation. Looking back at the last decade, the 10-year historical rate of…
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Mo’ Money Mo’ Problems
These problems are of the first world variety so we can start off by being grateful for them. Now onto the “problem”. You are generous and want to give a trusted friend or family member some cash. Handing money over to a trusted friend or family member can (unfortunately) be more complicated than you want…
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Tax Efficient Ways to Gift
Although some of these strategies may be changed or repealed if the proposed tax law changes that impact estate and gift taxes are passed, there are several ways you can gift to ultimately lower the value of your estate or tax liability for the year. Make gifts outright to anybody The annual gift-tax exclusion is…
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Credit Card Benefits
Credit cards can come with significant benefits, many of which are commonly overlooked. As significant value can be derived from credit card benefits, it’s important to understand the benefits both of currently owned credit cards and potential new and better credit cards. Having the best credit card for personal use and taking advantage of everything…
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Estate Planning for Online Accounts & Digital Media
We tend to overlook the amount of information and possible assets we have located on the web – social media and networking websites (Facebook, Instagram, LinkedIn), frequent flier miles, online credit card and bank accounts, subscriptions, photos, etc. What happens to all of this information and store of value when we pass away? Most family…
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