Recent Articles
Understanding the People in Your Plan (Estate Documents)
On this episode of Think Ahead, Katie Vercio and Kaeli Kaainoa discuss how they advise clients to choose people to…
Navigating Medicare Open Enrollment
As the leaves change colors and fall ushers in a new season, it also marks the beginning of an essential…
A Guide to Advanced Medical Directives
Advanced Medical Directives help articulate healthcare preferences and designate trusted advocates to make crucial decisions on your behalf when you…
Reviewing Your Will
Your estate plan is an ever-evolving set of documents. Reviewing your will is an essential part of ensuring your legacy…
Utilizing a Health Savings Account
Healthcare costs in America have continued to increase steadily. The Bureau of Labor Statistics estimates that 8.1% of personal expenditures…
College Funding Strategies
Saving for college can be daunting. Many parents are saving for their children’s education, but don’t know how prepared they…
Making the Most of Social Security
Weighing your Social Security benefit options can get complicated, quickly. The most common questions we hear at Evergreen are about…
Planning For Medicare Part B IRMAA Surcharges
Millions of Americans turn 65 every year and sign up for Medicare, and beneficiaries should be aware of strategies that…
Secure Act 2.0
On December 23rd, 2022, Congress passed the SECURE Act 2.0, expanding on the original SECURE Act passed in 2019. This…
Updated Guidance for Inherited IRAs
When the SECURE Act went into effect in 2020, it significantly changed how beneficiaries take required minimum distributions (RMDs). [1]…
Year-End Planning Checklist
2022 has been a year of significant market turbulence, which has left many feeling cautious about the markets and concerned…
Best Practices for Reviewing your Estate Plan
As your life evolves, so should your estate plan. Many individuals “set it and forget it”, that is to say,…