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Financial Conversation Tips for Couples

Communication about money is often fraught for couples, and bringing the topic up with your partner can be challenging. But discussing financial concerns, goals and …

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Breaking Down Socially Responsible Investing

Many investors want more out of their investments than just a good return. They want to know that the companies they invest in are ethical …

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Preparing Teens for Financial Adulthood

Learning how to properly manage money is a crucial life skill that can take years to develop. For teens who may be earning an income …

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Tips for Making the Most of Your Inheritance

Baby boomers in the U.S. are set to bequeath $68 trillion in wealth by 2043, as part of the Great Wealth Transfer. Much of that …

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Women and Wealth: Taking Charge of Your Finances

When it comes to financial planning, women are likely to face different challenges than men. For one, they earn less than men on average, and …

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How Does Dollar-Cost Averaging Work?

When you’re in a traffic jam on the highway, you may find yourself trying to merge into whichever lane is moving fastest at the moment, …

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Preparing for the 2021 Tax Season

How a financial advisor can help you manage your taxes this year  Reducing your tax burden can help you manage your wealth and free up …

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Choosing the Right Life Insurance Policy

How to compare plans based on your specific needs The basic premise behind life insurance is simple: You pay premiums to an insurance company, which …

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Tax Tips for Charitable Donations

Charitable giving is a great way to support the causes you care about while also getting a tax break. In 2020, Congress passed the Coronavirus …

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4 Smart Money Moves for 2021

With the new year in full swing, it’s a great time to take stock of your personal finances. From building a budget and saving for …

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Creating a Successful Business Succession Plan

An exit strategy helps business owners ensure the long-term success of their company A good succession plan creates a blueprint for ownership transfer as you …

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Understanding Your Retirement Income Plan

Manage cash flow in retirement with multiple income streams  When you retire, you get to bid farewell to the working world. That’s the good news. …

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How to Make a Wealth-Transfer Plan

A well-designed plan protects your wishes and helps avoid conflict among your heirs. A wealth transfer plan guides the movement of your assets from your …

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The Importance of Long-Term Care Planning

Long-term care coverage can fill in the gaps other health care insurance leaves behind.  Long-term care insurance helps cover the cost of assistance with daily …

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What You Need to Know About Investing During an Election

Elections can move the market, but that doesn’t mean you should change your approach Like any big news event, U.S. presidential elections can cause ripples …

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Preparing for Healthcare Costs in Retirement

For many Americans, navigating the maze of health insurance options—from employer-based plans to individual policies—can be dizzying. Much of that changes at 65. That’s when …

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Labor Day 2020

Friends, As we enter Labor Day weekend, I wanted to share with you the inspiring words of the American businessman, Jeff Bezos, founder and CEO …

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Understanding Retirement Income Tax

When you retire, you’ll likely draw your income from several sources—such as retirement accounts, taxable investment accounts, and Social Security Benefits. Each of these sources …

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6 Steps to Protecting Your Wealth During Divorce

A divorce is one of the most difficult transitions you can go through. When you add uncertainty about money, that transition can get even more …

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Why Do Stocks Keep Rallying?

The contradiction is real. People can be forgiven for not celebrating in the streets at each new Nasdaq all-time high. As one novelist said recently …

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How to Protect Yourself From Identity Theft

Online banking and electronic payment options offer consumers unprecedented access to their financial accounts. Yet, this convenience comes at a price—a greater risk of identity …

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Five Rules of Long-Term Investing

These best practices can help you stay invested during the market’s ups and down  The COVID-19 pandemic helped put an end to the longest bull …

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Two Strategies for Rebalancing Your Portfolio

Your investment portfolio is more than the sum of your account balances. It represents your pathway toward important financial goals, whether a comfortable retirement or …

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Your IRA and Your Legacy

Individual retirement accounts can play a valuable role in the estate planning process  Individual retirement accounts (IRA) are a cornerstone of many people’s retirement savings …

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Keeping Emotions at Bay During Virus Volatility

Fear, uncertainty, volatility, panic—these emotions are nothing new to the world of investing. In fact, they seem to reappear on a fairly consistent basis. The …

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5 Tips for Navigating the Coronavirus Crash

When stock markets experience sudden downturns, investors can feel anxious and make decisions detrimental to their long-term goals. After all, when you’ve worked hard for …

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History, Not Headlines, May Help You Navigate this Crisis

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Movie Announcement

Due to the unfortunate circumstances surrounding the Coronavirus, we at Evans Wealth Management would like to inform you that we will not be hosting our …

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Leave a Lasting Legacy: Consider 
Your Impact on the World

Although there is a significant financial component to leaving a lasting legacy, it encompasses so much more than just money. It’s easy to get stuck …

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What the SECURE Act Means for Your Retirement

On December 20th, 2019, the Setting Every Community Up for Retirement Enhancement (SECURE) Act became law. As the name implies, this law intends to make …

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3 Money Questions for You & Your Partner

In the spirit of Valentine’s Day this week, I thought I’d share 3 money questions that you and your partner should answer together. Watch the …

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Important Trends for 2020

2019 market appreciation was all about P/E multiple expansion instead of earnings growth. For decent market returns we need to see accelerating earnings growth… The …

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How to Make Your 2020
 Resolutions Stick

Making a New Year’s resolution is the first step to creating better habits. But making a New Year’s resolution and keeping a New Year’s resolution …

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Don’t Miss These 6 Year-End Financial Planning Opportunities

Are your finances ready for the end of the year? December brings many deadlines and lists; there are gifts to buy, holidays to plan, and …

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College Savings Plans:
 Breaking Down the Complexities

The increasing cost of higher education saddles many young adults with massive amounts of student debt. This student debt makes it harder to balance other …

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You’re Invited! Annual Tractor & Wagon Rides Event at Gallipolis in Lights

Mark your calendars! You are cordially invited to our annual Tractor & Wagon Rides presented by Evans Wealth Management at the Gallipolis In Lights celebration …

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Be Prepared: 7 Estate Planning Tips

No financial plan is complete without an estate plan. Estate planning covers all aspects of your life, from creating your will to planning medical decisions. …

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5 Financial Wellness Tips for the Sandwich Generation

Are you in the ‘Sandwich Generation’? If you have the responsibility of simultaneously raising kids and looking after your aging parents, then this article is …

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8 Simple Tips for Organizing Your Finances

Disorganized finances can make it difficult to plan and set your goals. Following a pattern of established management guidelines can help you stay on-top of …

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Changing Jobs? Don’t Forget Your Retirement Account

People commonly make the mistake of leaving their old retirement accounts behind when they change jobs. While it’s perfectly legal to do this, there are …

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5 Tips for Managing a Sudden Financial Windfall

As a generation of Americans grows older, a considerable amount of their personal wealth is transferring to younger family members.  In fact, over 60 trillion …

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Exposing the Top 7 Social Security Myths

Did you know that 67 million people received Social Security benefits in 2017? Despite so many retirees relying on Social Security income, many don’t fully …

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Stan Evans, CRPC®, AIF ®



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May 3rd, 2019: Weekend Reading

Longevity 10,000 baby boomers will be retiring every day in this country for the next decade—through 2029, when the last baby boomer, born in 1964, …

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5 Kid-Friendly Financial Literacy Tips

Who is teaching your kids or grandkids about money? They likely aren’t learning about it in school; only 17 states in the U.S. currently require …

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April 2019: Economic Recession?

Recession chatter is abundant lately. Perhaps heightened recession concerns are to be expected given the duration of the current growth cycle of the U.S. economy—which …

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The 5 Phases of Pre-Retirement

Retirement is one of the most important life events you will experience, and getting it right takes wise planning. With a sound intellectual framework, and …

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February 2019: Where Are We Now?

What a start to the year it has been. Stocks and bonds embraced the new “pause” outlook from the Fed, rallying sharply in January. Earnings …

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5 Tips for When the Markets Get Rocky

Many investors are familiar with the emotional impact that often comes with market volatility. When stock markets swing in extreme directions or change suddenly, investors …

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Our 2019 Observations

Longest U.S. Expansion in History We expect GDP growth to slow to a range of 2 to 2.5 percent, and believe the U.S.economic expansion will …

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Stop Procrastinating: 5 Financial Resolutions You Can Start Right Now

Did you achieve your financial goals in 2018? If not, keep reading. To achieve financial fitness this year, set strong financial resolutions that will help …

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Don’t Miss These 7 End-of-Year Financial Planning Tips

The end of the year is quickly closing in, and there is no better time than now to take inventory of your financial situation. Evaluating, …

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Who is a Fiduciary?

A fiduciary is any investment professional or financial advisor who is required by law and practice to act solely in the interests of and with …

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Top 5 Apps to Save You Money

The smartphone has become the one-stop-shop when it comes to consumer demands. It feels like there is an app for almost everything. With the influx …

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3 Reasons Why Robots Won’t Replace Financial Advisors

Robo-advisors have been heralded as the “future of investing” by their fans, but can computer algorithms really replace human financial advisors?  Robo-advisors are less expensive …

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Retirement Savings Tips: From Your 20s to Your 60s

Financial planning is a lifelong endeavor, but people often seek out investment advice that doesn’t fit their current stage in life. When it comes to …

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Preparing Your Children for Adulthood through Financial Literacy

As a financial advisor, I learn a lot about clients’ short and long-term financial goals through many conversations and building relationships with them. I also …

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8 Key Life Events that Require Financial Guidance

Almost everyone stresses over the daily obligations of financial planning, but many also neglect the significant life stages that require special attention and strategies. Here …

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Understanding Bitcoin and Cryptocurrency

Arguably the most popular buzzword in the global economy right now is “cryptocurrency.” While Bitcoin is currently the most well-known cryptocurrency, most people don’t understand …

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4 Reasons Your Retirement Plan Might Fall Short

Ever find yourself daydreaming about retirement? Whether your dream retirement entails traveling the world, dedicating time to beloved hobbies, or helping your children and grandchildren, …

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There’s More to Retirement than Just Numbers

Have you considered the emotional aspects of retirement and how to plan wisely? In today’s world, people are working well past the age of 65 before …

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Top 5 Biases that Impact Investment Decisions

As financial advisors, we use facts and logic to guide our clients through investment decisions, rather than emotion. Even the most perceptive investors, armed with …

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How the Right Advice Can Boost Financial Confidence

What value does a financial advisor actually provide? This may surprise you, but the value of a quality financial advisor goes far beyond portfolio advice. It’s about …

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Financial Complexities of a Longer Life

Americans are living longer. That’s the good news. The bad news is that most people aren’t financially prepared. Many Baby Boomers will be in retirement …

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