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Cryptocurrency and You
Ā In 2022, investors in crypto currency had a rude awakening: what goes up, goes down. And in some cases, investors in crypto currencies lost a substantial portion of their investment.Ā Ā Crypto currency and blockchain technology have merits, but is owning cryptocurrencyĀ part of a well-balanced, prudent portfolio? If an …
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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What the heck is an SREC?
Thinking about āgoing solarā at your house?Ā We finally did at our home and couldnāt be happier.Ā Weāve been generating our own power since June ...
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What You Should Think of Economic and Market News
Anyone following financial news in the first eight months of 2022 hasnāt had much to be happy about. It can help to clarify what some ...
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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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To Shred or Not to Shred?
How long should you keep tax returns, investment statements and other financial documents? Many of our clients have asked us what to do with years ...
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Episode 30 – Is Your Estate Plan In Good Shape?
This week weāre joined by Mike Bennett to chat about taking control in your estate plan.
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Episode 29 – VA529’s Newest Tuition Tracking
This week weāre joined by Mary Morris to chat about VA529's newest Tuition Track option.
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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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