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Category: General Planning

General Planning
Tips for Paying Off Your Holiday Credit Card Debt
January 6, 2020

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 you can quickly eliminate credit card debt after the holidays. Read more about a few great ways to pay down your holiday debt and start …

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General PlanningIdentity ProtectionPodcasts
Episode 23 – FAANG and Tech stocks
December 13, 2019
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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Empty Wallet Finding an AdvisorGeneral PlanningInvesting
You pay too much for mutual funds. I don’t.
November 19, 2019
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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Business PlanningEmployee BenefitsGeneral Planning
Episode 22 – Time For A Change
October 24, 2019
This week we’re joined by Co-Founder and Co-Managing Partner, Rich Reinecke, of Fahrenheit Advisors to talk about how to maneuver a career change in a ...
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Finding an AdvisorGeneral Planning
Dave O’Brien, EVOadvisers co-founder, named Chair of the National Association of Personal Financial Advisors (NAPFA)
October 14, 2019
At the start of September, Dave will lead the largest association of Fee-Only advisors during a time of growth and consumer regulatory reform.
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Working With a Financial Advisor Business PlanningFinding an AdvisorGeneral Planning
What’s the Value of a financial advisor?
August 6, 2019
Working with a financial advisor may add “about 3%” in increased returns. Does this claim sound pretty bold to you?  We should all be skeptical ...
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A More Fulfilling Life with Diane MacPhee General PlanningPodcasts
Episode 18 – How to lead a more fulfilling life
June 12, 2019
On this episode, friend of the firm and owner of DMac Consulting Services, Diane MacPhee, reveals top tips to lead a fulfilling life both in ...
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Deciphering what you have: peeling back the costs in what you own. General PlanningInsuranceInvesting
Deciphering what you have: peeling back the costs in what you own.
June 7, 2019
Chances are you have accumulated a bunch of retirement accounts from former employers, investment accounts, insurance policies and maybe more. Yes, you’ll get around to ...
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Do I Need A Financial Advisor? Finding an AdvisorGeneral Planning
Do I need a financial advisor?
May 30, 2019
Many people find that working with a financial planner makes the difference between achieving the important goals they set…and watching time go by while those ...
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