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Welcome Mariame Pierce!

We are very excited to share the news that Mariame Pierce has joined our team as an Associate Financial Planner. Our mission is to offer a level of planning services that make a difference in our client’s lives, and this new role expands on our capabilities to support you, our clients. Mariame is a recent graduate of Virginia Tech’s Financial Planning program, one of the top …

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Roben Farzad – Full Disclosure

This week we’re excited to have none other than the host of NPR’s “Full Disclosure” podcast Roben Farzad! From his adventures on Wall St. to his work at Bloomberg and PBS NewsHour, Richmond’s own renaissance man talks to us about his new book and his journey through the worlds of finance, media, and the culture at large. Check out Roben …

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Dear Evo!

There’s a new twist on our recent podcast, “Dear Evo”!  We wanted to shake things up by answering some of our most frequently asked questions from people like you, our listeners! If you have more questions after listening to the podcast you can reach us through Instagram or Twitter and through email ([email protected]). Check out “Dear Evo” on Podbean, iTunes, …

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Understanding Student Loans 

Are you gearing up to send a child or grandchild to college? The best time to begin looking at student loan strategies (we know…it can be intimidating!) is now. Now that it’s August, the University Registrar’s Office will be swamped with phone calls and emails from parents. We encourage you to begin understanding and preparing for the upcoming school year now! Educating …

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Virginia Tax Free Weekend

Take advantage of a tax-free weekend August 3rd through August 5th, 2018! For Richmond-area residents, that’s 5.3% in sales tax. The Virginia Department of Taxation details which items are qualified along with any limitations.  In addition to school or office supplies ($20 item limit or less), you can also purchase hurricane and emergency preparedness products like portable generators, batteries, and …

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EvoFi Podcast Suggestions

Are you one of the many who have begun listening to our “Finance Podcast for Humans”? As we prepare for Season 2 of our podcast series, we would like to encourage suggestions from our listeners. Questions, comments, concerns, and suggestions are welcome! You can email them to [email protected] Any questions will be answered on our next podcast airing now!   …

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Estate Planning 101(ish) – An Ongoing Conversation

Estate Planning 101(ish) – An Ongoing Conversation This week on EvoFi we had the pleasure of hosting Kimberly Skiba-Rokosky. Kim is a family attorney and partner at Surovel, Isaacs, and Levy located in Fairfax, Virginia . She shares with us estate planning 101(ish) virtually as we cover the absolute basic necessities, then drill down to the differences between those intimidating …

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Starting a Small Business – Legal Considerations to Make You Legit!

Sam Kaufman, named ‘One of the Best Lawyers in America’ in 2017, dives into the legal aspects of all things small business related. If you’re just starting out, or have owned one for quite some time, this podcast will answer your questions and concerns! Check out “Starting a Small Business – Legal Considerations To Make You Legit”.

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Credit Freeze

Why is a credit freeze important for me and my children? Wondering what a credit freeze does and how to place one on your credit file? This article from the New York Times dives into a new law that has placed restrictions on credit rules. Read more about a great way to protect you and your children’s identity. Link: https://www.nytimes.com/2018/06/01/your-money/credit-freeze-new-law.html

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Digital Privacy

Worrying about your digital privacy amongst the many changes in digital privacy laws? Check out this video that shows you how to opt out of most internet advertising. Also, this step-by-step video will show you how to change your privacy settings on Facebook, Amazon, and Google, to opt out of all advertisements on those applications. While Europe recently introduced the …