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!
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Recent Insights
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Secure Your Legacy: Why Naming a Beneficiary for Your 401(k) Matters
When you participate in a 401(k) plan, you’re taking a significant step toward securing your financial future. But there’s an equally important, often overlooked, aspect of managing your plan: naming a beneficiary. This simple action ensures your loved ones are protected and minimizes complications if the unexpected happens. Here’s why it matters for both you…
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A Memo from our Chief Investment Officer | March 2025
Market headlines can be overwhelming, especially in times of uncertainty. At Evensky & Katz / Foldes, we understand that economic shifts, policy changes, and market fluctuations can trigger real concerns about your financial future. In the letter below, our Chief Investment Officer, Lane Jones, shares insights on the current market environment, the impact of recent…
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Ways to Talk Yourself off the Ledge When the Entire Market Seems Like it’s Falling to Pieces
Nobody likes to see their investments decline, especially during retirement when going back to work may not be an option. The first step is not to panic. Staying calm and rational can help you make better decisions. Market volatility is normal, and remember, markets can shift quickly in the other direction. In fact, 70% of…
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Our Prediction Addiction
If you’ve ever felt the thrill of calling the market right—or the sting of getting it wrong—you’re not alone. As humans, we have an innate desire to predict, to control, and to feel like we’re ahead of the game. But here’s the hard truth: predicting the market is, more often than not, a fool’s errand.…
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Roth vs. Pre-Tax 401(k): Which Contribution Strategy is Right for You?
When it comes to saving for retirement, one of the most important decisions you’ll make is whether to contribute to a pre-tax or Roth 401(k). Your choice could have a significant impact on your future tax situation, and understanding the difference is key to making the best decision for your financial future. In this post,…
