EVOacademy

Tag: financial planning

Estate Planning Estate Planningfinancial planning
7 Estate Planning Mistakes

To follow up our recent blog, “Estate Planning 101” (link the blog post), in this post, we will be building on that foundation to delve a little deeper into the topic of estate planning. We will be looking at some of the unfortunate errors and omissions we encounter too often …

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Leftover 529 Money financial advisorfinancial planningGeneral Planning
What to do with Leftover 529 Money?
Your 529 Has Money Left Over?   So, you (or one of your kids) recently graduated from college! Perhaps you are among the 16 million ...
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Estate Planningfinancial planningFinding an Advisor
Estate Planning 101
Estate planning can be a difficult topic to discuss. After all, we’re dealing with what happens to your money after you have passed away or ...
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Presidential Elections financial advisorfinancial advisor richmondfinancial planner
Presidential Elections – Stay the Course
Elections come with a reliable frequency. Market movements, though, are fairly unpredictable. While historical market data reflects this, human psychology can fall prey all too ...
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401(k)Employee Benefitsfinancial planning
LIFE series: Leaving A Job
We recently covered the life event of getting a new job. Now we’re turning our attention to the moment when employment terminates. There are happy ...
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401(k)Employee Benefitsfinancial advisor richmond
LIFE series: A New Job
Next up on the LIFE seres we are looking at some of the financial factors a New Job can bring. While a new job can ...
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financial advisorfinancial advisor richmondfinancial planning
LIFE series: Divorce
We are back with You-Only AdviceTM , where we cover the best days, and, the hardest days too. Marriage and divorce both bring a flood ...
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financial advisorfinancial planningUncategorized
More Isn’t Always Better
Gambling ads are seeming to pop up everywhere. Celebrities appear on your screen, regaling you with the betting advantages available on the app they are ...
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Are IPOs a good investment? financial advisor richmondfinancial planningGeneral Planning
Are IPOs a good investment?
With the headlines of prominent companies such as Reddit seeking an Initial Public Offering (IPO) in 2024, investors may wonder if these are opportunities or ...
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