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4 Estate Planning Pitfalls

June 16, 2025

Jimmy Buffett is in the headlines again, and not for the reasons any Parrotheads would want. After Jimmy’s passing in 2023, his accountant and widow have been co-trustees of his $275 million estate. And it has not been a walk on the beach… Both Mrs. Buffett and the accountant, Mr. …

Introduction Series

Getting Started with Budgeting

June 2, 2025

Budgeting: not the first thing many people want to do. But in order to meet your expenses, it’s necessary. So let’s reframe the term as ...

Introduction Series Investing

Introduction to Investing

May 15, 2025

Investing doesn’t have to be intimidating or full of technical jargon. If you’re starting your career, and need to decide how to invest in your ...

EVO news Investing

2024 Market Commentary and 2025 Outlook

February 3, 2025

If you read just one economic and market commentary, we hope it is this one. Each January, we see many articles covering the “year in ...

General Planning

Financial Planning Steps for the New Year

January 10, 2025

Financial Planning Action Steps to Take in the New Year With the arrival of a new year, there is an opportunity to build on ...

Investing Investment Strategy

Do you know the cost of your investments?

December 13, 2024

Investors are familiar with a common disclosure alerting them that “investing involves risk of loss”. But there is another important piece of information many investors ...

Tax

Tax Planning for Year-End

November 14, 2024

With the holidays rapidly approaching, this is the time of year when everyone’s favorite subject starts to come back into focus: tax planning! Year-end tax ...