Evergreen Wealth - EGW

Today is Election Day.

At Evergreen Wealth, we believe strong communities are built by people who stay engaged, participate, and make their voices heard.

Whatever issues matter most to you, Election Day is an important reminder of the opportunity we have to participate in the democratic process.

If you haven’t already, we encourage you to take the time to vote today.

Your voice matters. Your vote matters.

🎃 Can you guess who’s who? 👻

Recognize any of these little trick-or-treaters? Leave your guesses in the comments!

Happy Halloween from all of us at Evergreen Wealth!

Well, we're a little lost for words! What a gift to see you all. THANK YOU.

Exciting things are happening! 🎉

We’re pleased to welcome two new faces to our growing team:

Taylor Mikell | Associate CIO
Dan Bolt | Associate Wealth Advisor

The expertise and perspective Taylor and Dan bring to Evergreen Wealth will be incredibly valuable and we look forward to having them alongside us as we continue serving our clients and growing together.

Welcome to the team, Taylor and Dan!

For married couples, Social Security is often one of the largest retirement assets they own.

The age at which each spouse claims benefits can have a significant impact on lifetime retirement income. In some cases, a thoughtful claiming strategy may increase benefits for both spouses while also improving survivor benefits.

Understanding your options before you file can make a meaningful difference. Let us know if you'd like to chat.

Every workplace has a story their retirement plan tells.

Age distribution, participation rates, and retirement saving patterns can reveal important insights about future hiring needs, succession planning opportunities, and employee financial wellness.

Is you company prepared for what's next? Learn more: https://www.egwadvisors.com/blogs/what-your-workforce-demographics-may-be-telling-you

Many investors focus on what they own, but few consider where they own it.

Asset location is the practice of placing investments in the most tax-efficient account. The right strategy can help reduce taxes and potentially improve after-tax returns over time without changing your overall investment allocation.

It’s not about earning more. It's about keeping more.

Yesterday, a few of the ladies from EGW enjoyed The Annual King’s Daughters Organization Luncheon and Style Show. This fundraising event brings the community together for a time of fellowship, food, fashion, fun, and of course SHOPPING to support the well-being of seniors in our community. Thanks King's Daughters Organization for a great day!

Life has a way of surprising us. Whether it's an unexpected car repair, a medical expense, or a temporary loss of income, having an emergency fund can provide financial stability when you need it most.

As a general rule, consider working toward:
✅ 3-6 months of essential living expenses in an easily accessible savings account
✅ A goal that reflects your personal situation, job stability, and family needs
✅ Regular contributions, even if they're small. Consistency matters more than perfection

An emergency fund isn't about earning the highest return. It's about having peace of mind and flexibility when life doesn't go according to plan.