EVOacademy
Category: Retirement
Estate Planning 101
Estate planning can be a difficult topic to discuss. After all, we’re dealing with what happens to your money after you have passed away or become incapacitated. But estate planning plays a crucial role in every person’s financial plan and can have a big impact for the next generations.
LIFE series: Leaving A Job
We recently covered the life event of getting a new job. Now we’re turning our attention to the moment when employment terminates. There are happy ...
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LIFE series: A New Job
Next up on the LIFE seres we are looking at some of the financial factors a New Job can bring. While a new job can ...
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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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Retirement, Market Downturns and You
For those of you approaching retirement, or already in-retirement, we recently heard a great quote from one of our peers, “if it were true that ...
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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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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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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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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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