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Welcome to our blog, your reliable resource for wealth matters and relevant financial information. Education is at the heart of everything we do, and whether you’re interested in planning for retirement, minimizing taxes, or just looking to expand your knowledge base, these engaging, practical insights from our experienced advisors are here to help you make sound financial decisions for yourself and your family. Browse our latest posts or search by topic, and if anything you read raises questions, please don’t hesitate to reach out to us or book a call with an advisor—we’re always here to help! 



Thursday, December 4, 2025

Decumulation doesn’t have to be scary. At Evergreen Wealth Advisors, our holistic approach to decumulation helps ensure that your retirement income plan is integrated, adaptive, and aligned with your life goals.

Monday, November 3, 2025

Most retirees don’t fail because they didn’t save enough — they fail because they don’t have a decumulation plan. In this article, Evergreen Wealth Advisors explains how to transition confidently from saving to spending.

Tuesday, October 14, 2025

Confused about Medicare and Medigap? Learn how these plans work, what each covers, and how to choose the right fit for your health and budget. Evergreen Wealth Advisors’ Medicare division can help you make sense of it all.

Tuesday, August 26, 2025

There’s a lesser-known risk that can impact your retirement income: Sequence of Returns risk. At EWA, we help our clients understand and prepare for this risk through a proven, holistic approach called The Bucket Plan®.

Friday, August 8, 2025

No matter your stage of life or the size of your estate, now is the right time to start planning. Your financial legacy isn’t just about the dollars and cents—it’s about the values you leave behind and the peace of mind you give your family

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Thursday, July 24, 2025

On this International Self-Care Day, take a moment to reflect—not just on how you're nurturing your financial future.  At Evergreen Wealth Advisors, we help you build healthy, long-term portfolios designed to support the life you want—now.

Tuesday, July 8, 2025

On July 1, 2025, the Senate officially passed The One Big Beautiful Bill Act (H.R.1). The new law brings opportunity—but also complexity. The decisions you make in the coming months could have a long-lasting impact on your financial future.

Tuesday, June 24, 2025

Social Security is one part of a comprehensive wealth management plan. The timing, how it integrates with your investment portfolio, and the tax implications of your choices all play a role in shaping your long-term financial health.

Tuesday, June 10, 2025

Navigating the complexities of capital gains and losses requires more than just an understanding of tax brackets and rules—it calls for a comprehensive financial strategy tailored to your individual goals.

Friday, May 30, 2025

As Americans live longer, the likelihood of needing long-term care in old age increases significantly. Without proper planning, these expenses can deplete estates and leave families with financial burdens.

Tuesday, May 13, 2025

Retirement planning isn’t about having all the answers today — it’s about asking the right questions early enough to make empowered choices. With a little foresight and the help of a trusted advisor, teachers can enjoy retirement.

Tuesday, April 29, 2025

More Americans Fear Going Broke in Retirement Than Death. Instead of letting stress over an uncertain retirement paralyze you, this is actually the best moment to take control of your future.

Tuesday, April 15, 2025

Long-term care planning is a critical element of ensuring financial stability in your later years. By taking the time to assess your needs, understand the costs, and explore available options, you can better prepare for your future.

Tuesday, April 1, 2025

We explore the ways life insurance can be a valuable asset for women seeking financial security and how it can be used strategically to support long-term financial goals.

Monday, March 17, 2025

When it comes to planning for retirement, one of the most important factors to consider is how to manage the risks that could impact your future financial security.

Tuesday, March 4, 2025

Though pensions are becoming less common, there are many ways for nurses to save for retirement. It's important to take control of your financial future by exploring options such as 401(k)s, IRAs, hybrid plans, and deferred compensation pla

Friday, February 21, 2025

Tax management is a critical pillar of wealth management that shouldn’t be ignored. By understanding how taxes impact your wealth and taking steps to reduce your tax liabilities, you can keep more of your money working for you.

Tuesday, February 4, 2025

When it comes to investing, it’s all about keeping your eye on the bigger picture—building lasting wealth and financial security over time.

Tuesday, January 21, 2025

By focusing on the question of “How much money do I need to retire?” through the lens of The Bucket Plan, you can simplify a complex process and move toward retirement with confidence.

Monday, January 6, 2025

Managing your finances effectively in 2025 requires more than just good intentions — it demands careful planning, informed decision-making, and a proactive approach to your money.

Tuesday, December 3, 2024

When our parents retired, living to 75 amounted to a nice long life, and Social Security was often supplemented by a pension. The Social Security Administration (SSA) estimates that today's average 67-year-old woman will live to age 88...

Tuesday, November 5, 2024

Social Security: Five Facts to Know Social Security can be complicated, and as a result, many individuals don't have a full understanding of the choices they may have. Here are five facts about Social Security that are important to...

Tuesday, October 22, 2024

Presidential Elections and the Stock Market With only a few weeks left before the presidential election, it's important to consider how presidential elections can influence the stock market and the economy. Insights from a study by U...

Tuesday, August 27, 2024

Imagine embarking on the task of building an ark—a monumental project that requires precision, foresight, and dedication. It's not a quick journey to Home Depot, throwing some wood and glue in the back of the truck, and you're on your...

Monday, July 1, 2024

As we approach the Fourth of July, a time to celebrate freedom and independence, I wanted to take a moment to reflect on the importance of safeguarding your investments amidst changing economic landscapes. Just as we cherish our...

Saturday, June 15, 2024

As someone who spends a significant amount of time helping my clients solidify a financial plan, I wanted to reach out to discuss the advantages of starting your financial planning journey earlier rather than waiting until retirement....