DEVELOPING COMMITED STRATEGIES
Welcome to Evolution Financial Planning. Our purpose is to exceed client expectations, to help identify individual needs, and to provide creative strategies to help you achieve your financial goals.
We work in partnership with you, our client, to guide you to understanding your finances, to take control, and to build confidence in your financial future. Educating clients and nurturing long term, life enriching relationships are central to the mission of Evolution Financial Planning.
Can Election Results Predict the Market?
How do the markets usually react to elections? Was the 2016 election any different?
Spotting Credit Trouble
The wise use of credit is a critical skill. These 10 questions will help you assess your skill level.
Social Security: Five Facts You Need to Know
Here are five facts about Social Security that are important to keep in mind.
Here's one strategy that combines two different annuities to generate income and rebuild principal.
Earnings season can move markets. What is it and why is it important?
Important as it is, Medicare does not cover the full range of health-care expenses you may experience in your golden years.
Bonds may outperform stocks one year only to have stocks rebound the next.
Taking regular, periodic withdrawals during retirement can be quite problematic.
How to help determine life insurance needs to provide for your family after you pass away.
With a few simple inputs you can estimate how much of a mortgage you may be able to obtain.
Use this calculator to estimate your capital gains tax.
Estimate the maximum contribution amount for a Self-Employed 401(k), SIMPLE IRA, or SEP.
Use this calculator to assess the potential benefits of a home mortgage deduction.
Determine if you are eligible to contribute to a traditional or Roth IRA.
This calculator can help you estimate how much you should be saving for college.
There are some smart strategies that may help you pursue your investment objectives
There are some key concepts to understand when investing for retirement
There are a number of ways to withdraw money from a qualified retirement plan.
Principles that can help create a portfolio designed to pursue investment goals.
Learn more about taxes, tax-favored investing, and tax strategies.
Using smart management to get more of what you want and free up assets to invest.
Smart investors take the time to separate emotion from fact.
Procrastination can be costly. When you get a late start, it may be difficult to make up for lost time.
Why are 401(k) plans, annuities, and IRAs so popular?
Retiring early sounds like a dream come true, but it’s important to take a look at the cold, hard facts.
If your family relies on your income, it’s critical to know what their needs would be in the event of your death.
Around the country, attitudes about retirement are shifting.