Financial Literacy & Fundamentals

Living the Dream? Let’s Talk About the Fine Print There’s no denying the country club lifestyle in South Florida has a lot going for it—gorgeous golf courses, great amenities, good people, and that hard-to-beat sense of community. Whether you’re into sunrise tee times, dockside dinners, or just want your home to feel like a resort,…

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 –…

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…

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…