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 terminology actually means and...... more
EVOacademy: General Planning
Whether you are approaching Medicare age, already on Medicare - or simply want to learn more about it, we hosted a Medicare Awareness Session featuring Bryan Gay of Boomer...... more
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 of papers and electronic documents...... more
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 be aware of. And...... more
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 put away for college...... more
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 in your long-term financial...... more
The rise and fall of GameStop (GME) stock has come as quite a surprise. GameStop — a company that has seen a shrinking market and declining stock price over...... more
Each October we remind you of important financial planning tasks to check off as we approach the end of the year. These include open enrollment for health insurance and...... more
This week we’re joined by the entire EVO team to celebrate our 25th podcast.... more