EVOacademy

September 6, 2019Episode 21 – How To Leave A Legacy Of Generosity - This week we’re joined by national sales executive, Greg Murray, of Vanguard Charitable to talk about how you can best… More
August 14, 2019Episode 20 – When do I need life insurance? - This week we’re joined by life insurance genius, Mark Maurer, to talk about Bret Michaels, Simon and Garfunkel, and Game… More
Working With a Financial Advisor August 6, 2019What’s the Value of a financial advisor? - Working with a financial advisor may add “about 3%” in increased returns. Does this claim sound pretty bold to you? … More
July 19, 2019Episode 19 – How do 529 plans work? - A lot of our clients ask about Virginia529 plans.  What are the tax advantages? How do I open an account? Which funds should I use? Join the… More
July 19, 2019Q2 – 2019 Quarterly Market Review - The 2nd quarter came quickly! Here's a review of the past 3 months. More
A More Fulfilling Life with Diane MacPhee June 12, 2019Episode 18 – How to lead a more fulfilling life - On this episode, friend of the firm and owner of DMac Consulting Services, Diane MacPhee, reveals top tips to lead… More
Deciphering what you have: peeling back the costs in what you own. June 7, 2019Deciphering what you have: peeling back the costs in what you own. - Chances are you have accumulated a bunch of retirement accounts from former employers, investment accounts, insurance policies and maybe more.… More
Do I Need A Financial Advisor? May 30, 2019Do I need a financial advisor? - Many people find that working with a financial planner makes the difference between achieving the important goals they set…and watching… More
Saving For College May 30, 2019Saving for college is actually pretty easy – three things smart people always ask about college savings plans - College is expensive. Here are three things to remember when planning for you little (or not so little) ones. More

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