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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 put away for college is the hard part. Where to save those dollars needn’t be difficult or confusing. A 529 College Savings Plan purchased directly …
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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Advice to Close Out 2020
Each October we remind you of important financial planning tasks to check off as we approach the end of the year. These include open enrollment ...
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Episode 27 – Startup Co-Founders Talk Tech and Taxes
This week we’re joined by Kevin Lozer, CFP® and Roger Pine, CFA, CFP® to chat about leaving a thriving career to begin a startup.
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Episode 26 – Mind The (Insurance) Gap
This week we’re joined by Tom Lee to chat about gaps in health insurance.
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