Important Dates 2022
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Evensky & Katz / Foldes
This guide is designed to provide quick, accurate references for the most frequently needed financial numbers, ensuring you have the information you need at your fingertips.
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Latest Resources
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Harold Evensky’s 2 Investing Strategies That Can Help Clients Now
Harold Evensky, 80, long saluted as “The Dean of Financial Planning,” created at least two well-known and widely adopted investing strategies.
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Long-Term Care Insurance – To Buy or Not to Buy?
Should you buy long-term care insurance or save up to self-insure? There are many trade-offs to consider. And, surprise: It doesn’t have to be one or the other. Your strategy over the years can change, depending on your needs and your finances.
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4000 Ponce de Leon Boulevard, Suite 850 Coral Gables, FL 33146
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Office Hours: Monday through Thursday: 9:00 am – 5:00 pm Friday: 8:30 am – 4:30 pm
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Pyramid Plaza, 3223 S Loop 289, Lubbock, TX 79423
Phone: 806-747-7995
Fax: 806-747-8569
Office Hours: Monday through Friday: 9:00 am – 5:00 pm
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10900 Northeast 4th Street, Skyline Tower, Suite 2300, Bellevue, WA 98004
Phone: 425-658-0466