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.

Topics

Latest Resources

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 Financial Planning 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 Financial Planning 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!
Reading List Retirement Planning

Standby Reverse Mortgages: A Risk Management Tool for Retirement Distributions
- 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.
Books

The New Wealth Management: The Financial Advisor’s Guide to Managing and Investing Client Assets
- Harold R. Evensky
Mainstay reference guide for wealth management, newly updated for today’s investment landscape. For over a decade, The New Wealth Management: The Financial Advisor’s Guide to Managing and Investing Client Assets has provided financial planners with detailed, step-by-step guidance on developing an optimal asset allocation policy for their clients. And, it did so without resorting to simplistic model…