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Episode 30 – Is Your Estate Plan In Good Shape?
This week we’re joined by Mike Bennett to chat about taking control in your estate plan.
Episode 29 – VA529’s Newest Tuition Tracking
This week we’re 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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Should I Use Life Insurance for College Funding?
Parents of young children have a lot to plan for. College is a big expense and requires a strategy for saving. Finding the dollars to ...
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Health Savings Accounts Demystified – Just in Time for Tax Filing
If you want to sock away as much as you can in a tax-efficient manner, don’t overlook the value of an HSA and its role ...
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Investing Basics: What’s the difference between active and passive investing?
One of the most important things to know about investing is that you really should have a strategy to be in this game...
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Congratulating Dave O’Brien on his new role!
We are excited to announce that EVO’s Dave O’Brien, CFP® was named to the CFP Board’s new Commission on Sanctions and Fitness! What does this ...
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The Perpetuating Normality of the GameStop (GME) Anomaly
The rise and fall of GameStop (GME) stock has come as quite a surprise. GameStop — a company that has seen a shrinking market and ...
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Episode 28 – The Future of (ESG) Investing
This week we’re joined by Margaret Leung and AJ Gedwill to chat about the future of ESG investing.
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