Topics
Topic:
Family Planning
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The Dilemma of Two Homes
Downsizing your home is a big decision. What if you find your ideal home but haven’t sold your current one? This can be quite stressful, since you don’t want to lose out on the new property but may not be able to sell your existing property fast enough. The first place you may want to…
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Charitable Gifting
Feel free to contact Michael Walsh with any questions by email: [email protected] or by phone: 305.448.8882 extension 213. For more about Evensky & Katz/ Foldes Financial visit: www.evensky.com.
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Just inherited an IRA? Take a moment to consider your options
Have you or will you inherit an IRA from someone that is not your spouse? This is not uncommon. Roughly 42 million US households own some type of IRA. So odds are you know someone other than your spouse who owns an IRA. Play your cards right and you could be a named beneficiary. If…
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Thoughts on Transferring Wealth to the Next Generation
Lately, clients have been asking if we wouldn’t mind having a conversation with their kids about planning for future wealth transfer, as well as helping their children learn how to save and become financially independent. The decision as to whether to talk to your children and when is very personal, so there is no right…
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Protecting Elderly Family Members – What Can You Do?
Fact: We are all getting older. Unfortunately, there are many ways that the elderly can be targeted and taken advantage of financially. We are seeing increases in fake phone calls and emails and IRS fraud as scammers and the technology used becomes more and more sophisticated. There are some steps you can take to help…
