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Virginia Tax Free Weekend

Take advantage of a tax-free weekend August 3rd through August 5th, 2018! For Richmond-area residents, that’s 5.3% in sales tax. The Virginia Department of Taxation details which items are qualified along with any limitations.  In addition to school or office supplies ($20 item limit or less), you can also purchase hurricane and emergency preparedness products like portable generators, batteries, and …

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EvoFi Podcast Suggestions

Are you one of the many who have begun listening to our “Finance Podcast for Humans”? As we prepare for Season 2 of our podcast series, we would like to encourage suggestions from our listeners. Questions, comments, concerns, and suggestions are welcome! You can email them to evofipodcast@gmail.com. Any questions will be answered on our next podcast airing now!   …

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Estate Planning 101(ish) – An Ongoing Conversation

Estate Planning 101(ish) – An Ongoing Conversation This week on EvoFi we had the pleasure of hosting Kimberly Skiba-Rokosky. Kim is a family attorney and partner at Surovel, Isaacs, and Levy located in Fairfax, Virginia . She shares with us estate planning 101(ish) virtually as we cover the absolute basic necessities, then drill down to the differences between those intimidating …

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Starting a Small Business – Legal Considerations to Make You Legit!

Sam Kaufman, named ‘One of the Best Lawyers in America’ in 2017, dives into the legal aspects of all things small business related. If you’re just starting out, or have owned one for quite some time, this podcast will answer your questions and concerns! Check out “Starting a Small Business – Legal Considerations To Make You Legit”.

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Credit Freeze

Why is a credit freeze important for me and my children? Wondering what a credit freeze does and how to place one on your credit file? This article from the New York Times dives into a new law that has placed restrictions on credit rules. Read more about a great way to protect you and your children’s identity. Link: https://www.nytimes.com/2018/06/01/your-money/credit-freeze-new-law.html

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Digital Privacy

Worrying about your digital privacy amongst the many changes in digital privacy laws? Check out this video that shows you how to opt out of most internet advertising. Also, this step-by-step video will show you how to change your privacy settings on Facebook, Amazon, and Google, to opt out of all advertisements on those applications. While Europe recently introduced the …

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Home and Auto Insurance Podcast

What are the right amounts of coverage? Should I insure my engagement ring? Does my child headed to college need renter’s insurance? If you have ever asked yourself these questions, we have answers! Jeff Swanson, Owner and CEO of Total Insurance Planning, LLC, gives us more information on those questions and more on our most recent EvoFi Podcast.

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Meet our Intern, Cecilia Fleming!

Evolution Advisers Welcomes Cecilia Fleming! We’re excited to announce that Cecilia Fleming has joined our team as a financial planning summer intern. Cecilia is a senior at Virginia Tech pursuing a degree in Finance with a concentration in Financial Planning. She serves on the leadership team for Finance for Females and the Virginia Tech Chapter of the Financial Planning Association …

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Identity Protection Event Recap

                                    .  In case you missed our recent event at Blue Bee Cider on Identity Protection, featuring Dan Skiles and Randy Franklin, see below to get more info on best practices to protect your online identity.  Click below for:   Our Podcast on Identity Protection   Our Handout/Quick …