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Your Year-End Checklist

By Katie Vercio October 5, 2020 Advice

Set yourself up for success in 2021

2020 has been an unprecedented year that has left many investors feeling cautious about the markets and concerned about retirement. Does your financial plan need to be updated? At Evergreen we have a quarterly review schedule to make sure our clients’ needs are being reviewed on an ongoing basis,

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Charitable Giving in a Time of Crisis

By Katie Vercio July 2, 2020 Advice

The global coronavirus pandemic has created unprecedented challenges for our families and communities. Many are wondering how we can make an impact during this time of uncertainty. Read on or watch the recorded webinar with Evergreen’s Senior Financial Planner, Katie Vercio, CFP®, CDFA® and Schwab Charitable’s Managing Director, Julia Reed, covering the most important topics for those seeking to make a difference during this crisis.

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How to Avoid Coronavirus Scams

By Katie Vercio March 30, 2020 Advice

In a time of increasing uncertainty, cybercriminals are looking to take advantage of individuals looking for information regarding COVID-19. Cybersecurity firms and the FBI are seeing an increasing number of phishing and malware scams, and expect the trend to continue as the virus spreads.

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Things to Remember in a Bear Market

By Katie Vercio March 30, 2020 Advice

Volatile and declining market conditions can cause panic and anxiety for investors. Remember as we go forward: these dips are what allows for us to take huge advantage of future upswings and help you meet your financial planning goals.

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Common IRA Questions Answered for Retirees

By Katie Vercio March 30, 2020 Advice

This informative session is a must-listen for owners of IRAs who are heading into retirement. Jeff Otis and Katie Vercio will discuss topics related to required minimum distributions, implications of the recent SECURE Act, Roth IRA conversions, and estate planning considerations.

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