EVOacademy
Category: General Planning
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 put away for college is the hard part. Where to save those dollars needn’t be difficult or confusing. A 529 College Savings Plan purchased directly …
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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Tips for Paying Off Your Holiday Credit Card Debt
Wondering how you’ve suddenly accumulated high credit card balances? This article from the New York Times, featuring our own Dave O’Brien, dives into unique ways ...
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Episode 23 – FAANG and Tech stocks
This week we’re joined by Sailesh Patel, Co-Founding Partner and CEO of Scale4GOOD to dive into the complexities of FAANG and how tech is changing ...
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You pay too much for mutual funds. I don’t.
At EVOAdvisers, we select the lowest cost share class available for a client. That’s what a fiduciary should do — put their client’s interests before ...
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