Category: Retirement

Financial Advisor Estate Planningfinancial advisorfinancial advisor richmond
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 that covers what you need covered, and a budget that allows you to live how you want to live and still squeeze in some savings.

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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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economyfinancial planningGeneral Planning
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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Medicare expert, Bryan Gay, begins his presentation on Medicare Awareness. financial planningGeneral PlanningHealthcare
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 5-year rule for Roth IRA withdrawals General PlanningInvestingRetirement
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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Business PlanningGeneral PlanningIdentity Protection
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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Episode 24 – Medicare Timeline for Humans
This week we’re joined by Bryan Gay, Owner of Boomer Insurance Group to layout the timeline you should know as you approach Medicare age.
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Episode 9 – The ABC’s and 123’s of Medicare
On this week’s episode the EvoFi team welcomes Bryan Gay owner of Boomer Insurance Group, a boutique insurance agency specializing in expert Medicare insurance advice. ...
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social security card and money Retirement
Important Changes to Social Security Claiming Strategies
Changes to Social Security claiming strategies are summed up in the following bullet points...
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