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Episode 19 – How do 529 plans work?
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 the largest 529 college savings plan in the country.
Q2 – 2019 Quarterly Market Review
The 2nd quarter came quickly! Here's a review of the past 3 months.
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Episode 18 – How to lead a more fulfilling life
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.
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?
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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Saving for college is actually pretty easy – three things smart people always ask about college savings plans
College is expensive. Here are three things to remember when planning for you little (or not so little) ones.
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Why pay taxes on your investments? Income is taxable…unless it’s in the right account.
Diversification allows you to pursue your investment growth goal while not exposing yourself to more risk of loss than you can handle.
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Things we wish we didn’t have to see: those annuities in your IRA caused a big tax bill for future you.
Do you feel that something in your portfolio might not be just right for you? Maybe that monthly life insurance bill makes you wonder if ...
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Life event: The Big Job
Did you just land the big job. Get the dream promotion? Has your business just reached the next level? Congratulations! There’s a lot of planning ...
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