EViE Financial

Woman-minority-owned full-service #financialplanning #wealthcreation and #investmentmanagement firm dedicated to clients in the DC/Metro area.

[EViE Financial @EvieFinancial]

Like any good portfolio, a Portfolio of Life is purposefully diversified, but the asset classes are far broader than those we typically think of populating a retirement account. It can consist of four types of capital: financial, so https://t.co/PCKu1HkilT

[EViE Financial @EvieFinancial]

Donating wealth and passing it to future generations are important financial goals. They need careful planning. Here's what expert financial and legal advisors suggest. https://t.co/CfcvFun3wh

[EViE Financial @EvieFinancial]

As market chaos upends portfolios, planning for a not-so-distant future feels more precarious than ever. These strategies can help. https://t.co/pipO4hyZIE

[EViE Financial @EvieFinancial]

One unifying trait top leaders share is strategic optimism: a decidedly positive outlook that helps them cut through the noise, isolate what matters, and steer their organizations forward even when others around them see no path for https://t.co/zxsd2Yn8hT

[EViE Financial @EvieFinancial]

Getting proactive about how you manage your money right now gives you the power to confidently navigate whatever those changes may be in your own life. https://t.co/KIedCEKUNf

[EViE Financial @EvieFinancial]

Buying a house? Paying for college? Thinking of selling stocks? Here's what to adjust for tariff turmoil right now. https://t.co/OIx8qOkWAU

[EViE Financial @EvieFinancial]

Finding investments to preserve your wealth in a stock-market downturn has become harder, with Treasurys and perhaps even the dollar no longer offering the protection they used to. https://t.co/AP6Ez9usTw

[EViE Financial @EvieFinancial]

The average refund Americans receive is about $3,000. This chunk of change can buy a flat-screen TV or a lot of lattes, but you should consider investing your refund in your retirement. If you choose this option, you'll have a lot o https://t.co/HrZJ2ar88f

[EViE Financial @EvieFinancial]

Will Trump’s tariffs and his assault on the federal government lead to a deeper crash, or even a recession? Market experts advise long-term investors and retirement savers holders to sit tight. https://t.co/i1zgRpcXme

[EViE Financial @EvieFinancial]

Comparing the loan interest saved versus investment gains https://t.co/QXjSHncSuA

[EViE Financial @EvieFinancial]

Studies suggest that increased exposure to news, whether through traditional media or social media platforms, can negatively impact mental health. In other words, more news correlates with higher anxiety. But the answer is not to ch https://t.co/UAe3mKfyfo

[EViE Financial @EvieFinancial]

Investing for the long-term has proven to be an effective strategy for achieving financial success with stocks. By focusing on sustained growth, taking advantage of the power of compounding, and avoiding emotional biases, this appro https://t.co/tdpaTdNkAR

[EViE Financial @EvieFinancial]

Preparing for a new tax environment, managing concerns about inflation, and bracing for higher risk management costs are three key considerations for the new year. The incoming administration will surely impact all three areas, but https://t.co/Ou0wQFwRhg

[EViE Financial @EvieFinancial]

Now is the time to take a few steps to financially prepare yourself for 2025. Create an emergency fund and develop a plan to tackle any debt you may have. Use a budgeting app to understand your spending, and make retirement saving e https://t.co/IhNlMAvJRl

[EViE Financial @EvieFinancial]

People can avoid messy family fights by preparing a will. It needn’t be a complicated document. https://t.co/qGFT6ps0j8

[EViE Financial @EvieFinancial]

There’s a stealth tax retirees and near-retirees often don’t know about until they inadvertently trigger it, increasing taxes they often could have avoided or reduced. https://t.co/s66Nl4CM87

[EViE Financial @EvieFinancial]

Being great is not a destination; it is a process. It calls for a culture that always looks for the best way of doing things. https://t.co/aDCap9jh2T

[EViE Financial @EvieFinancial]

Increasingly, Medicare beneficiaries are gravitating towards Medicare Advantage plans—largely because they think they’ll pay less for their health care than with Original Medicare and receive extra benefits. There’s no right answer https://t.co/QE1FShN5jj

[EViE Financial @EvieFinancial]

Big tax changes may be coming. Making some moves before year end can save you money. https://t.co/Xwe5T980Vy

[EViE Financial @EvieFinancial]

'Tis the season for tax planning, and there are a few special moves that every HENRY—high earner, not yet rich—should consider. Fortune lists some quick ways HENRYs—or really anyone with substantial earnings—can lower their tax bill https://t.co/puXavx9DS7