Resources - Evensky

Important Dates 2022

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

What is your time horizon?
- John R. Salter
Understand how time horizon impacts your saving and investing decisions. Learn the difference between short-term and long-term goals, and discover the best investment strategies based on your time frame to minimize risk and maximize returns.
Books Family Planning

The Family Information Organizer: Your Planner or any Emergency, Disaster, or Loss of a Loved One
- Joshua Mungavin
The Family Information Organizer is here to help you navigate loss while also making sure you have everything you need in times of emergency or natural disaster. With this book, you will: Be motivated to gather all your essential information now, rather than when it’s too late. Don’t be caught unprepared, use The Family Information…
Books Family Planning

Medicare Made Easy: How to Make the Best Retirement Healthcare Decisions
- Joshua Mungavin
Enrolling in Medicare is like being blindfolded and asked to navigate a maze you’ve never seen before with a crowd all yelling out different directions to you. All the while knowing the consequences of a wrong decision can last a lifetime. Medicare Made Easy breaks down each component of Medicare and walks you through, step…
Reading List

The Things John Bogle Taught Us: Humility, Ethics and Simplicity
- Evensky & Katz / Foldes
Finance investors share lessons from the late Vanguard founder.
Books

Hello Harold: A Veteran Financial Advisor Shares Stories to Help Make You Be a Better Investor
- Harold R. Evensky
Welcome to Hello Harold (that’s me, Harold Evensky). I’ve been a practicing financial planner for over three decades; financial planning is my avocation as well as my vocation. I’ve had the privilege of participating in the growth of my profession, serving on the national Board of the International Association for Financial Planning, as Chair of…
Planning Resources Reading List Retirement Planning

Could a reverse mortgage be right for you?
- John R. Salter
Changes have occurred to the FHA Insured Home Equity Conversion Mortgage, or HECM, which has changed the face of the reverse mortgage we once knew that opens the mortgage up to many more possible uses. In fact, the HECM program has been my focus of research for the past few years at Texas Tech, where…