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How to Prepare Your 401(k) Plan for SECURE 2.0 Changes
The SECURE 2.0 Act of 2022 (SECURE 2.0) made significant changes to 401(k) plans intended to expand coverage, increase retirement savings, and simplify distribution rules. It’s critical that small business owners understand these changes and how to position their 401(k) plans to take advantage of or navigate around them. Some provisions are …
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.
Federal Reserve July Meeting Comments
On Wednesday, July 26, 2023, the Federal Reserve raised the federal funds rate from 5.25% to 5.50%. This marks the highest interest rates have been since 2001. There have been 11 interest rate hikes so far in this cycle. This was not a surprise, with many analysts expecting this hike after the pause in June.
Top 4 Credit Card Features to Understand
Top 4 Credit Card Features Seeing ads for new credit cards and wondering if they may be right for you? Unsure if your current card …
3 Strong Savings Methods: Apple’s High-Yield Savings Account and Other Emerging and Existing Savings Accounts
Apple’s High-Yield Savings Account and Other Emerging and Existing Savings Accounts Introduction: In an unexpected move, Apple has recently entered the financial realm by launching …
Investing in Art Using Masterworks® – is it Worth the Hype?
Investing in Art, Can Art be an Investment? Investing in Art – Masterworks® carves up the masterpieces Investing in art has long been seen as …
EVO Welcomes their Newest Principal, Stephen Fletcher
We are happy to announce that Stephen Fletcher, our Lead Financial Planner, is now our newest Principal. Congratulations, Stephen! Before joining EVO, Stephen worked in …
Cryptocurrency and You
In 2022, investors in crypto currency had a rude awakening: what goes up, goes down. And in some cases, investors in crypto currencies lost …
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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