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Reading List
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Harold Evensky’s 2 Investing Strategies That Can Help Clients Now
Harold Evensky, 80, long saluted as “The Dean of Financial Planning,” created at least two well-known and widely adopted investing strategies.
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Long-Term Care Insurance – To Buy or Not to Buy?
Should you buy long-term care insurance or save up to self-insure? There are many trade-offs to consider. And, surprise: It doesn’t have to be one or the other. Your strategy over the years can change, depending on your needs and your finances.
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Should I Buy or Lease a Car?
It comes down to what type of owner you are. Do you like to hold onto your car for years or switch it out frequently? Do you drive a lot of miles? Do you dislike paying for comprehensive insurance? How you answer could help steer your decision.
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Untangling Your Finances When You Divorce: Don’t Forget These Important Details
Whose name is on the title to the house? Is the person paying child support covered by a life insurance policy? Have you changed your tax withholding now that you won’t be filing as married? These are all important but often forgotten details.
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Hurricane Season: Home, Family and Financial Planning Tips
Hurricane season officially began on June 1, and it runs through Nov. 30. So get ready now, in the calm before the storms.
