Evergreen Wealth - EGW

When thinking about retirement, we often focus on income and investments, but brain health is just as important. https://www.egwadvisors.com/blogs/retain-the-brain

We want to take a moment to shout out to all of the cool dads, grandfathers, and father figures out there… Happy Father’s Day!

In observance of Juneteenth, our office will be closed today as we take time to recognize this important day in American history.

What are annuities and do they fit into your retirement plan? https://www.egwadvisors.com/blogs/what-are-annuities-

3 Retirement Mistakes People Commonly Make in Their 50s: https://www.egwadvisors.com/blogs/3-retirement-mistakes-people-commonly-make-in-their-50s

Did you know that once you reach age 50, the IRS allows “catch-up contributions” to retirement accounts, giving you the ability to save more than standard annual limits in places like your 401(k) and IRA. For many people, this can be a powerful way to accelerate retirement savings during peak earning years.

We often help clients evaluate how catch-up contributions fit into a broader retirement and tax strategy. Let us know if you want to discuss this.

Happy Birthday Scott!

He may have been the same height since 6th grade, but somehow he still manages to stand above the rest. We’re lucky to have his leadership, humor, and steady presence on the team every day!

Inflation doesn’t just affect the price of groceries and gas, it quietly shapes long-term investing decisions, too. For investors, the real focus isn’t just returns. It’s the real returns after inflation. This is why long-term investing strategy matters.

We encourage clients to think beyond short-term price changes and instead focus on building portfolios designed to support goals in all economic environments.

Our office will be closed tomorrow in observance of Memorial Day as we take time to honor and remember those who made the ultimate sacrifice in service to our country. We will be open regular business hours on Tuesday, May 26th.