Topics
Topic:
Financial Literacy & Fundamentals
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Financial Self-Care for Women: Simple Practices for a Richer, More Balanced Life
Why Financial Wellness Is an Essential Form of Self-Care In today’s fast-paced world, self-care has become a buzzword, often associated with nature and spa days. However, true self-care encompasses much more, including an often-overlooked aspect: financial wellness. For women in particular, who frequently face unique financial challenges, embracing financial self-care is not just beneficial –…
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A New Addition, A New Plan: Financial Planning for Expecting Parents
Bringing home your first child is one of life’s most exciting milestones—and also one of the most transformative. You and your partner are stepping into new roles, new routines, and yes, new responsibilities. Financial planning strategies might not be the most glamorous part of preparing for a baby, but having a clear plan can bring…
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The 401(k) You Left Behind — Wealth Management and Financial Planning Strategies to Protect Your Future
If you’ve ever switched jobs (and most of us have), chances are you left a retirement account behind. Maybe you figured it’s best left untouched — or maybe you just forgot about it altogether. But rolling over your old 401(k) into your current employer’s plan or into an IRA might be one of the easiest…
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Why Smart Investors Rebalance: The Discipline Behind Thoughtful Portfolios
In investing, the hardest part isn’t always choosing what to buy—it’s knowing when and how to adjust. That’s where portfolio rebalancing comes in. At Evensky & Katz / Foldes, we believe thoughtful investing means staying aligned with your goals, applying disciplined financial planning, smart investment diversification, and not chasing returns. Thoughtful Investing Starts with Thoughtful…
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The Psychology of Money for Kids: How Couples Can Teach Financial Literacy Together
Why Teaching Kids About Money Starts Early Children begin forming beliefs about money far earlier than many parents realize. By the time they’re in kindergarten, many kids already show emotional reactions to saving, spending, and sharing. These early money behaviors aren’t just shaped by conversations—they’re based on what kids see, hear, and feel in their…
