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News, podcasts and insights for you
EVO Medicare Awareness Session with Bryan Gay
Whether you are approaching Medicare age, already on Medicare – or simply want to learn more about it, we hosted a Medicare Awareness Session featuring Bryan Gay of Boomer Insurance Group. We know it doesn’t sound very exciting – but give it a try. You’ll be glad you did.
To Shred or Not to Shred?
How long should you keep tax returns, investment statements and other financial documents? Many of our clients have asked us what to do with years ...
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Episode 30 – Is Your Estate Plan In Good Shape?
This week we’re joined by Mike Bennett to chat about taking control in your estate plan.
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Episode 29 – VA529’s Newest Tuition Tracking
This week we’re joined by Mary Morris to chat about VA529's newest Tuition Track option.
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The Five-Year Rule on Roth IRA Withdrawals
You may have heard of something called the "Five-Year Rule" when it comes to Roth IRA withdrawals. Well, actually, there are three five-year rules to ...
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Should I Use Life Insurance for College Funding?
Parents of young children have a lot to plan for. College is a big expense and requires a strategy for saving. Finding the dollars to ...
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Health Savings Accounts Demystified – Just in Time for Tax Filing
If you want to sock away as much as you can in a tax-efficient manner, don’t overlook the value of an HSA and its role ...
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Investing Basics: What’s the difference between active and passive investing?
One of the most important things to know about investing is that you really should have a strategy to be in this game...
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Congratulating Dave O’Brien on his new role!
We are excited to announce that EVO’s Dave O’Brien, CFP® was named to the CFP Board’s new Commission on Sanctions and Fitness! What does this ...
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