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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Social Security Part 1 of 2 – Brett Horowitz, CFP®, AIF®
- Brett Horowitz
Reading List Tax Planning

Tax planning is a hot topic amid a pandemic and a looming election
- Evensky & Katz / Foldes
Planning based on current tax law is the norm for financial adviser Danqin Fang, of Evensky & Katz/Foldes Financial Wealth Management. However, the gap between the November election and taking office in January 2021 could present some planning opportunities, Fang wrote. “An increase in capital gains rates that was not retroactive could lead us to…
Reading List

Getting retirement ready in turbulent times
- Harold R. Evensky
It’s time for pre-retirees to start taking concrete steps. For many pre-retirees or those entering retirement, the repercussions of COVID-19 and market turbulence have added new fears to their financial future. Yet this is the very time for these investors to carefully prepare for the future.
Reading List

Honoring Advisors Who Serve(d): Memorial Day, 2020
- Harold R. Evensky
Harold Evensky, Founder/Evensky & Katz. Us Army Medical Services Corps – E2 to Captain from July 1968 through April 1981.
Reading List

Coral Gables in the Time of COVID
- David S. Evensky
Financial services is another sector that has initially been immune from job loss, thanks to the power of online technology. “We are lucky that we are in one of those professions that can continue to operate remotely,” says David Evensky, CEO of wealth management firm Evensky &Katz/Foldes. “Our clients are happy about that because many…
Family Planning Financial Literacy & Fundamentals Reading List

Having an Emergency Fund Is More Important than Ever.
- Harold R. Evensky
For millions of Americans the economic disruptions caused by the coronavirus outbreak have highlighted the importance of emergency savings. One problem: With interest rates near record lows, finding a great place to keep that money is harder than ever.