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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 for health insurance and Medicare, making sure you meet your annual savings goals, completing tax-efficient recommendations including charitable gifting. We remind you because they are …
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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We Moved to Historic Scott’s Addition!
After six months of renovation, our new office space in Scotts Addition is complete! We are excited to announce we have packed our bags and ...
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Episode 25 – Your Finances During COVID
This week we’re joined by the entire EVO team to celebrate our 25th podcast.
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CFP Board Removes Compensation Descriptions
You may have heard the CFP Board recently removed compensation descriptions from their website. What does this mean? Previously, prospective clients could search for advisors ...
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Amid Coronavirus Anxiety, Should I Stop Making 401(k) Contributions?
Wondering if you should pause your 401(k) contributions amidst Coronavirus anxiety? Absolutely not! Our own, Dave O’Brien, explains why. Link: https://www.nytimes.com/2020/03/12/business/coronavirus-401k-contributions.html?referringSource=articleShare
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Tips for Paying Off Your Holiday Credit Card Debt
Wondering how you’ve suddenly accumulated high credit card balances? This article from the New York Times, featuring our own Dave O’Brien, dives into unique ways ...
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Episode 24 – Medicare Timeline for Humans
This week we’re joined by Bryan Gay, Owner of Boomer Insurance Group to layout the timeline you should know as you approach Medicare age.
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