Harold Evensky
Harold Evensky
Harold Evenskyis a Certified Financial Planner, an Accredited Investment Fiduciaryand president of Evensky & Katz, a fee-only financial planning firm. He is also an author, editor, and engineer...
black cases disparate gray simpler tragic
The special-needs cases are more tragic in some ways, but they can be simpler conceptually, ... Because it's more black and white. But the ones that are gray are where you have disparate incomes.
last people year
Last year people said it was a 'new era,' ... If anything, the 'new era' is dead.
bill immediate requires tax
There is nothing in the tax bill that requires an immediate response.
hard ran rock
They were between a rock and a hard place. They ran out of money.
count financial planning value
You shouldn't count on your home's value for financial planning purposes.
five likely question whether
When they're not likely to live more than five years, you've got to question whether they need to be in stocks.
depends eat sleep
I always say, it depends if they want to eat well or sleep well,
couple immediate people types
People have historically benefited from a couple of different types of immediate annuities.
beat caps large surprised
I'm not surprised by the turnaround. I was only surprised that large caps beat everything else for so long.
invest life
If you're 60, you have a life expectancy of 25 years, so you need to invest for a long time,
We don't think about it; we just do it.