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Finding an AdvisorGeneral Planning
Dave O’Brien, EVOadvisers co-founder, named Chair of the National Association of Personal Financial Advisors (NAPFA)
October 14, 2019

At the start of September, Dave will lead the largest association of Fee-Only advisors during a time of growth and consumer regulatory reform.

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Estate PlanningPodcastsTax
Episode 21 – How To Leave A Legacy Of Generosity
September 6, 2019
This week we’re joined by national sales executive, Greg Murray, of Vanguard Charitable to talk about how you can best leave a multi-generational legacy or ...
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InsurancePodcasts
Episode 20 – When do I need life insurance?
August 14, 2019
This week we’re joined by life insurance genius, Mark Maurer, to talk about Bret Michaels, Simon and Garfunkel, and Game of Thrones... oh and how ...
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Working With a Financial Advisor Business PlanningFinding an AdvisorGeneral Planning
What’s the Value of a financial advisor?
August 6, 2019
Working with a financial advisor may add “about 3%” in increased returns. Does this claim sound pretty bold to you?  We should all be skeptical ...
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College PlanningPodcasts
Episode 19 – How do 529 plans work?
July 19, 2019
A lot of our clients ask about Virginia529 plans.  What are the tax advantages? How do I open an account? Which funds should I use? Join the EVOfi team to discuss in ...
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Investing
Q2 – 2019 Quarterly Market Review
July 19, 2019
The 2nd quarter came quickly! Here's a review of the past 3 months.
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A More Fulfilling Life with Diane MacPhee General PlanningPodcasts
Episode 18 – How to lead a more fulfilling life
June 12, 2019
On this episode, friend of the firm and owner of DMac Consulting Services, Diane MacPhee, reveals top tips to lead a fulfilling life both in ...
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Deciphering what you have: peeling back the costs in what you own. General PlanningInsuranceInvesting
Deciphering what you have: peeling back the costs in what you own.
June 7, 2019
Chances are you have accumulated a bunch of retirement accounts from former employers, investment accounts, insurance policies and maybe more. Yes, you’ll get around to ...
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Do I Need A Financial Advisor? Finding an AdvisorGeneral Planning
Do I need a financial advisor?
May 30, 2019
Many people find that working with a financial planner makes the difference between achieving the important goals they set…and watching time go by while those ...
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