529 Plans and Financial Lessons: What a College Tour Taught My Kids
During a family’s spring break trip where we put on 2100 miles in 8 days, we had a lot of one-on-one time with our children. This trip went through 7 states and had several stops...
Social Security Isn’t Dying
Forget the doomsday predictions that Social Security will soon be gone. It’s a popular government program and one of the few that can claim that title....
Don’t Panic During Market Volatility
For many investors, their biggest enemy is their own emotions. If you let emotions guide your investment process, you will often make the wrong decision at the wrong time...
An Option for Every Client
Meet with Ever Wealth at their Greenhurst Office location in Auburn, and you will find a variety of enthusiastic people who are ready to serve their current and prospective clients...
4 Reasons ESTATE PLANNING IS SO IMPORTANT
It seems like many people devote more time to planning a vacation, choosing a car to buy, or even selecting a spot to eat dinner than they do estate planning, deciding who will inherit their assets after they’re gone...
Turn Questions into Answers with a Financial Plan
When can I retire?
How much of kids’ college can I afford to pay for?
Will buying that lake home derail my plans for retirement?
Your Comfort Blanket (Asset)
I have been an advisor for over 20 years. I have had many conversations with clients in the past who want to hold and own assets that are outside “typical” investments...
The Changing Landscape of Long-Term Care Solutions
October is Long-Term Care Awareness month. It’s the ideal opportunity to review how long-term care has changed over time and see what options are available to you now...
Don’t Reinvent the Wheel
When it comes to investing, one of the biggest mistakes people make is trying to get too cute with their investment process. There is always going to be a fancy new way to invest...
