Resources
Advice
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What the Federal Rate Increase Means for your Financial Plans
The Federal Reserve increased interest rates last Wednesday, June 15th...
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Current Volatility Response
Dear Friends, The primary function of financial journalism seems to be...
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The Unique Advantages of Health Savings Accounts
These tax-advantaged savings accounts can help you cover your health...
Estate
Effective estate management enables you to manage your affairs during your lifetime and control the distribution of your wealth after death. An effective estate strategy can spell out your healthcare wishes and ensure that they’re carried out – even if you are unable to communicate. It can even designate someone to manage your financial affairs should you be unable to do so.
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Your IRA and Your Legacy
Individual retirement accounts can play a valuable role in the...
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History, Not Headlines, May Help You Navigate this Crisis
IN THE LIFETIMES OF TODAY’S INVESTORS, THERE HAS NEVER been...
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Movie Announcement
Due to the unfortunate circumstances surrounding the Coronavirus, we at Evans...
Investment
Investing should be easy – just buy low and sell high – but most of us have trouble following that simple advice. There are principles and strategies that may enable you to put together an investment portfolio that reflects your risk tolerance, time horizon, and goals. Understanding these principles and strategies can help you avoid some of the pitfalls that snare some investors.
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The Unique Advantages of Health Savings Accounts
These tax-advantaged savings accounts can help you cover your health...
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A Beginner’s Guide to Alternative Investments
Alternatives are investment options beyond the typical stocks, bonds and...
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Automated Investing vs. Human Guidance
When you’re looking for help managing your investment portfolio, you...
Lifestyle
Creating a life map involves a close review of personal finances and an assessment of other building blocks. Lifestyle matters look at how to balance work and leisure, how to make smart choices for the future, and many other items in an effort to help an individual “enjoy the journey.”
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Preparing for Healthcare Costs in Retirement
For many Americans, navigating the maze of health insurance options—from...
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6 Steps to Protecting Your Wealth During Divorce
A divorce is one of the most difficult transitions you...
Money
One of the keys to a sound financial strategy is spending less than you take in, and then finding a way to put your excess to work. A money management approach involves creating budgets to understand and make decisions about where your money is going. It also involves knowing where you may be able to put your excess cash to work.
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The Unique Advantages of Health Savings Accounts
These tax-advantaged savings accounts can help you cover your health...
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What Is Inflation—And Why Is Everyone Talking About It?
Climbing commodity prices, ambitious government spending packages due to the...
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Women and Wealth: Taking Charge of Your Finances
When it comes to financial planning, women are likely to...
Retirement
Where will your retirement money come from? If you’re like most people, qualified-retirement plans, Social Security, and personal savings and investments are expected to play a role. Once you have estimated the amount of money you may need for retirement, a sound approach involves taking a close look at your potential retirement-income sources.
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5 Tips for Reviewing an Early Retirement Offer
You’ve spent years planning and saving for your retirement. And...
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4 Risks That Can Impact Your Retirement
Even with careful planning and diligent saving, some parts of...
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Breaking Down IRAs
Individual retirement accounts (IRAs) are a type of tax-advantaged account...
Tax
Understanding tax strategies and managing your tax bill should be part of any sound financial approach. Some taxes can be deferred, and others can be managed through tax-efficient investing. With careful and consistent preparation, you may be able to manage the impact of taxes on your financial efforts.
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The 2021 Child Tax Credit: An Overview
The tax give-back for parents of young children is different...
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Preparing for the 2021 Tax Season
How a financial advisor can help you manage your taxes...
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Tax Tips for Charitable Donations
Charitable giving is a great way to support the causes...
Recipe of the Month
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Homemade Roasted Tomato Soup
Winter has finally come and the cold temperatures are here...
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Brown Butter Espresso Chocolate Chip Cookies
It’s that time of year when good food and great...