EVOacademy
Category: General Planning
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 Bryan Gay of Boomer Insurance Group. We know it doesn’t sound very exciting – but give it a try. You’ll be glad you did.
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 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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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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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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The Perpetuating Normality of the GameStop (GME) Anomaly
The rise and fall of GameStop (GME) stock has come as quite a surprise. GameStop — a company that has seen a shrinking market and ...
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Advice to Close Out 2020
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 ...
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Episode 25 – Your Finances During COVID
This week we’re joined by the entire EVO team to celebrate our 25th podcast.
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CFP Board Removes Compensation Descriptions
You may have heard the CFP Board recently removed compensation descriptions from their website. What does this mean? Previously, prospective clients could search for advisors ...
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