EVOacademy
Category: General Planning
Financial Planning Steps for the New Year
Financial Planning Action Steps to Take in the New Year With the arrival of a new year, there is an opportunity to build on the year before. Hopefully, for you 2024 was a great financial year, filled with wins. The beginning of 2025 is a great time to lock …
What to do with Leftover 529 Money?
Your 529 Has Money Left Over? So, you (or one of your kids) recently graduated from college! Perhaps you are among the 16 million ...
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Estate Planning 101
Estate planning can be a difficult topic to discuss. After all, we’re dealing with what happens to your money after you have passed away or ...
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LIFE series: Having a Baby
Have a kid they said – it’ll be fun they said… As a matter of fact, they were absolutely right! But like so many fun ...
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LIFE series: Leaving A Job
We recently covered the life event of getting a new job. Now we’re turning our attention to the moment when employment terminates. There are happy ...
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LIFE series: A New Job
Next up on the LIFE seres we are looking at some of the financial factors a New Job can bring. While a new job can ...
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LIFE series: Divorce
We are back with You-Only AdviceTM , where we cover the best days, and, the hardest days too. Marriage and divorce both bring a flood ...
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Are IPOs a good investment?
With the headlines of prominent companies such as Reddit seeking an Initial Public Offering (IPO) in 2024, investors may wonder if these are opportunities or ...
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EVOadvisers Blog Holiday Edition: Part 3
To wrap up our final holiday blog of 2023 we are going to pull in the classic world of Dickens. Let’s give the thread ...
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