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 a bear market meant...... more
EVOacademy: Retirement
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 terminology actually means and...... more
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...... more
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 be aware of. And...... more
This week we’re joined by the entire EVO team to celebrate our 25th podcast.... more
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.... more
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. Bryan is a 16-year...... more
Changes to Social Security claiming strategies are summed up in the following bullet points...... more