Category: General Planning

60/40 Portfolio financial advisorfinancial advisor richmondfinancial planning
Death of the 60/40 Portfolio?

News headlines in 2022 continuously touted the end of the 60/40 portfolio – the traditional not-too-conservative, but not-too-risky mix of 60% stocks and 40% bonds. Announcing the “death of the 60/40 portfolio” was a good headline and an opportunity for alternative fund managers to attempt to generate new business, but …

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Financial Advisor Estate Planningfinancial advisorfinancial advisor richmond
Mistakes Your Financial Advisor Can Prevent
Sometimes, your financial life can look like this. You have an amazing estate planning attorney, a great CPA, a competent investment manager, an insurance agent
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best credit cardbuilding creditcash back credit card
Top 4 Credit Card Features to Understand
Top 4 Credit Card Features Seeing ads for new credit cards and wondering if they may be right for you? Unsure if your current card
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economyfinancial planningGeneral Planning
What You Should Think of Economic and Market News
Anyone following financial news in the first eight months of 2022 hasn’t had much to be happy about. It can help to clarify what some
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Medicare expert, Bryan Gay, begins his presentation on Medicare Awareness. financial planningGeneral PlanningHealthcare
EVO Medicare Awareness Session with Bryan Gay
Whether you are approaching Medicare age, already on Medicare - or simply want to learn more about it, we hosted a Medicare Awareness Session featuring
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Paper Shredder General PlanningIdentity ProtectionTax
To Shred or Not to Shred?
How long should you keep tax returns, investment statements and other financial documents? Many of our clients have asked us what to do with years
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The 5-year rule for Roth IRA withdrawals General PlanningInvestingRetirement
The Five-Year Rule on Roth IRA Withdrawals
You may have heard of something called the "Five-Year Rule" when it comes to Roth IRA withdrawals. Well, actually, there are three five-year rules to
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How should you best fund your child's college costs? College PlanningGeneral PlanningInsurance
Should I Use Life Insurance for College Funding?
Parents of young children have a lot to plan for. College is a big expense and requires a strategy for saving. Finding the dollars to
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Employee BenefitsGeneral PlanningHealthcare
Health Savings Accounts Demystified – Just in Time for Tax Filing
If you want to sock away as much as you can in a tax-efficient manner, don’t overlook the value of an HSA and its role
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