Topics
Topic:
Family Planning
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What are digital assets and do I need to include them in my estate plan?
How many password-protected accounts do you have? The current crisis we are all going through has prompted many of our clients to review their estate plans. As part of their review, the topic of digital assets has commonly surfaced. Many fail to take this part of their life into account when putting a plan together.…
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Having an Emergency Fund Is More Important than Ever.
For millions of Americans the economic disruptions caused by the coronavirus outbreak have highlighted the importance of emergency savings. One problem: With interest rates near record lows, finding a great place to keep that money is harder than ever.
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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…
