Rich Roedersheimer, SVP - Evergreen Advisors, Inc.

Rich Roedersheimer, SVP - Evergreen Advisors, Inc. Rich Roedersheimer, SVP - Evergreen Advisors, Inc.

In previous decades, 65 was considered the standard retirement age. But nowadays, people have differing ideas of what th...
05/28/2026

In previous decades, 65 was considered the standard retirement age. But nowadays, people have differing ideas of what the "real" retirement age is in America.

Americans used to think of 65 as the expected retirement age. But those days are gone, and today's retirement math is increasingly fuzzy.

How can investing consistently over time help your portfolio manage market ups and downs? Find out in the latest newslet...
05/25/2026

How can investing consistently over time help your portfolio manage market ups and downs? Find out in the latest newsletter.

Plus how it compares to lump-sum investing.

Twice a month, newsletter subscribers receive quick personal finance tips and financial planning insights sent straight ...
05/22/2026

Twice a month, newsletter subscribers receive quick personal finance tips and financial planning insights sent straight to their inbox.

Sign up and stay tuned for this week's posts.

When you're trying to save, it can feel counterintuitive to spend money. These products prove that sometimes you have to...
05/20/2026

When you're trying to save, it can feel counterintuitive to spend money. These products prove that sometimes you have to spend a little to save a lot.

These 35 small investments really paid off.

Using your credit card for small, everyday purchases may have more benefits than you realize -- as long as you're able t...
05/17/2026

Using your credit card for small, everyday purchases may have more benefits than you realize -- as long as you're able to pay it off and stay out of debt.

In a tap-to-pay world, it’s so easy to use your debit card for tiny little purchases—including those morning coffees. But money experts say that it’s actually better to use your credit card even for small transactions. Read on to learn more.

The timing of your retirement benefits distribution depends on the type of plans you have and any qualifying events that...
05/14/2026

The timing of your retirement benefits distribution depends on the type of plans you have and any qualifying events that may have occurred.

When a retirement plan can distribute benefits, IRA distributions, normal retirement age, vested accrued benefit, termination of employment, required minimum distributions

Are you unsure about whether you should delay taking Social Security benefits? Read this.
05/11/2026

Are you unsure about whether you should delay taking Social Security benefits? Read this.

This newsletter can be a starting point as you make your decision.

It can be better to find out what shaped your date's financial habits rather than trying to find out how much money they...
05/08/2026

It can be better to find out what shaped your date's financial habits rather than trying to find out how much money they make.

"Start with these questions that invite real answers, stories, preferences, and patterns," says Douglas Boneparth, CFP, president and founder of Bone Fide Wealth.

How do you feel about "additional duties pay" -- as a concept and in practice?
05/06/2026

How do you feel about "additional duties pay" -- as a concept and in practice?

Asking for or providing extra pay for additional duties shouldn't be nerve-wracking. Here's a guide for both employers and employees.

A vacation home can be a great investment -- especially in your retirement years, when you have more time for travel. Bu...
05/03/2026

A vacation home can be a great investment -- especially in your retirement years, when you have more time for travel. But make sure you consider the potential drawbacks before your purchase.

Many retirees might enjoy buying a vacation home. However, there are some financial pitfalls they should think of before investing in a vacation property.

Do you feel like you're getting an overwhelming amount of phone calls about your debt? Read this to understand the prote...
04/30/2026

Do you feel like you're getting an overwhelming amount of phone calls about your debt? Read this to understand the protections that are in place and the best ways to deal with the callers.

Feel sick every time the phone rings? You’re not alone.

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