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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Reading List

Asset allocation, the key to long-term investing
- John R. Salter
Discover the power of asset allocation for a well-diversified portfolio. Learn how to balance stocks, bonds, and other asset classes, manage risk, and stay disciplined during market swings to achieve long-term financial success.
Reading List

Know expenses in active, passive management of mutual funds
- John R. Salter
Explore the pros and cons of active vs. passive investing. Learn how index funds revolutionized investing, why fees matter, and how to evaluate whether your investment choices align with your long-term financial goals.
Reading List Retirement Planning

Smart Social Security Tips
- John R. Salter
Learn how to maximize your Social Security benefits. Explore factors like timing, taxation, spousal benefits, and life expectancy to develop a strategy that aligns with your financial goals. Discover why waiting to claim might be worth it and how to avoid leaving money on the table
Financial Literacy & Fundamentals Reading List

Mind your investment risk tolerance
- John R. Salter
Understand the importance of risk tolerance in investing, how it affects your decisions, and how to avoid selling during market drops. Learn to balance risk and reward for long-term financial success.
Financial Literacy & Fundamentals Reading List Retirement Planning

HECM Reverse Mortgages: Now or Last Resort?
- John R. Salter
Explore the Standby Reverse Mortgage Strategy (SRM), combining the HECM Saver reverse mortgage with a two-bucket investment strategy to enhance retirement portfolio survival rates and improve the likelihood of meeting financial goals.
Reading List Retirement Planning

The Benefits of a Cash Reserve Strategy in Retirement Distribution Planning
- John R. Salter
Discover how two retirement strategies—reverse dollar cost averaging (RDCA) vs. cash flow reserve (CFR)—stack up in ensuring your retirement plan lasts. See how cash reserves and tax environments can boost your chances of steady income, with some surprising survival advantages!