The Family Information Organizer: Your Planner or any Emergency, Disaster, or Loss of a Loved One
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.
- Have all your important information in one place.
- Have peace of mind in times of loss, or emergency.
- Be able to make sure your family knows everything they need to when you’re not around.
- Be able to share this fantastic tool with your friends and family.
Don’t be caught unprepared, use The Family Information Organizer today!

Categories
Recent Insights
-

Evensky & Katz / Foldes Wealth Management: Interview With Principal & Chief Revenue Officer David Evensky About The Advisory Firm
Evensky & Katz / Foldes Wealth Management is a registered investment advisory firm that provides comprehensive wealth management, financial planning, and investment advisory services to individuals, families, and institutions. Pulse 2.0 interviewed Evensky & Katz / Foldes Wealth Management Principal and Chief Revenue Officer David Evensky to gain a deeper understanding of the company.
-

Budgeting and Financial Organization: Lessons from Life, Love, and Messy Homes
Recently, my wife sent me an opinion article from The New York Times titled “My Home is Messy, and I Don’t Feel Bad About It” by KC Davis. The author highlights many reasons why being messy can be a positive trait—from fostering creativity to accepting that the same DNA that “makes us shine can’t be…
-

Talk Your Chart | 2026 Predictions: A Year in Review and a Look at the Year Ahead | Ep. 75
Episode 75 of Talk Your Chart kicks off the new year with Marcos and Brett revisiting their 2025 predictions to see what held up, what missed, and why. From stocks and bonds to GDP growth and Bitcoin, they break down the charts that mattered most and share their outlook for the year ahead. Charts available…
-

Private Family Foundations: A Legacy of Giving and a Classroom for the Next Generation
For families who want to make a lasting impact, a Private Family Foundation (PFF) can be both a philanthropic vehicle and a platform for teaching values across generations. At its core, a private foundation is a tax-exempt nonprofit organization that you create and control—one that supports the causes you care deeply about, both during your…
-

The Looming ACA Premium Tax Credit Cliff: How Families Can Manage Rising Healthcare Costs
Picture this: You finally have a handle on your healthcare costs. The numbers make sense. The plan fits. But a sudden change in policy could flip everything upside down. It can feel like the ground shifting beneath your feet. For many families, the potential expiration of enhanced ACA Premium Tax Credits at the end of…
