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Topic:
Financial Literacy & Fundamentals
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Investing in Your Legacy: The Importance of Estate Planning
Estate planning—it’s often a topic people shy away from or put off for another day. Yet, its importance cannot be overstated. Regardless of age or financial status, crafting a solid estate plan is essential for ensuring your wishes are carried out and your loved ones are provided for in the future. Protecting your assets Without…
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The Best Travel Credit Cards of 2021
Tips from the pros: Finding and using the right travel credit card.
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Lagniappe: Some Final Takeaways
The following is an excerpt from Chapter 23 of Hello Harold written by Harold Evensky. It has been adapted and edited for easier digital reading. I couldn’t resist using one of my favorite words—lagniappe. It means a little something extra given at no cost, somewhat like the thirteenth doughnut in a baker’s dozen. Because there…
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What Issues Should I Consider At The Start Of The Year? | 2024
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Evensky & Katz / Foldes
The beginning of the year is an ideal time for a financial check-up. As you reflect on the past year and set resolutions for the future, this checklist will guide you through essential areas to review and improve. Key Areas Covered: Use this checklist to start the year with a clear financial plan and make…
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Beyond Billable Hours: Financial Considerations for Legal Professionals
As a partner or shareholder of a law firm, your financial structure might be less predictable or straightforward compared to traditional salaried employees. Between irregular cash flows from legal settlements, dividends, and distinct firm-related structures, there are complex tax and cash flow considerations that should be addressed in your financial plan. 1. Unpredictable Cash Flows…
