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Topic:
Family Planning
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The Real Cost of Club Volleyball: What Parents Need to Know
Club volleyball has become a cornerstone of youth sports in many communities across the United States. For young athletes, club volleyball offers a pathway to advanced training, competition, and potentially college scholarships. However, behind the promise of skill development and opportunities lies a significant financial commitment that parents must navigate. Let’s delve into the finance…
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Smart Financial Planning for the Sandwich Generation
Introduction: Balancing Family and Finances Managing the financial needs of growing children and aging parents while planning for your own future can feel overwhelming. This dual responsibility is the hallmark of the Sandwich Generation, a group navigating complex financial obligations spanning multiple generations. With thoughtful planning, it’s possible to balance these demands without compromising your…
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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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Wealth with Purpose: Helping Clients Achieve Their Philanthropic Goals
At Evensky & Katz / Foldes, we believe that wealth is more than just a means to financial security—it’s a powerful tool for creating meaningful, lasting change in both personal lives and the communities we serve. As a trusted guide in wealth management, I work closely with my clients to craft charitable strategies that not…
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Financial Harmony: 5 Steps to Merge Finances with Your Partner
My partner and I are looking to start sharing our finances. What happens next? Navigating shared finances can be a challenging yet rewarding journey for couples. After all, according to Ipsos, One in three (34%) partnered Americans identify money as a source of conflict in their relationship. If you’re feeling uncertain about how to start,…
