Everett Wealth Solutions, Inc

08/31/2026

Two free resources if you're within about 10 years of retirement and want a clearer picture of where you stand:

1️⃣ Our Pre-Retirees guide — walks through the most common gaps we see in retirement plans (healthcare costs, inflation, longevity risk, and more), plus a 5-minute self-assessment you can do on your own: https://chris-everett.knowledgevaultpress.com/pre-retirees

2️⃣ Book a Pre-Discover Session — 30 minutes, no cost, no obligation. Just a real conversation about whether your current plan holds up under the full picture: https://go.everettwealthsolutions.com/widget/bookings/pre-discover-session

No pressure, no sales pitch — just a chance to see where the gaps are before they become expensive ones.

Everett Wealth Solutions is a Registered Investment Adviser in the State of Illinois providing fiduciary financial planning and asset management across the nation.

Underestimating Costs Failing to account for rising healthcare and living expenses can deplete your retirement savings prematurely.

08/25/2026

Here's a question worth sitting with: when should you actually claim Social Security?

Most people assume "as soon as I'm eligible" is the safe answer. But the timing decision can meaningfully change how much you and your spouse have to live on for the rest of your lives — and the right answer is different for every household. (Read more about it here: https://chris-everett.knowledgevaultpress.com/pre-retirees)

Chris breaks it down in a recent episode (link below), and if you're a few years out from retirement, our free Pre-Retiree guide covers the other blind spots worth checking now, before they become expensive later.

🎥 https://www.youtube.com/watch?v=0yS5ANjYzQA

𝘌𝘷𝘦𝘳𝘦𝘵𝘵 𝘞𝘦𝘢𝘭𝘵𝘩 𝘚𝘰𝘭𝘶𝘵𝘪𝘰𝘯𝘴 𝘪𝘴 𝘢 𝘙𝘦𝘨𝘪𝘴𝘵𝘦𝘳𝘦𝘥 𝘐𝘯𝘷𝘦𝘴𝘵𝘮𝘦𝘯𝘵 𝘈𝘥𝘷𝘪𝘴𝘦𝘳 𝘪𝘯 𝘵𝘩𝘦 𝘚𝘵𝘢𝘵𝘦 𝘰𝘧 𝘐𝘭𝘭𝘪𝘯𝘰𝘪𝘴

Chris Everett, fee-only fiduciary financial planner at Everett Weal...

08/18/2026

If you're within five years of claiming Social Security and haven't run your actual numbers yet — not the general rules, your specific situation — here are two free ways to start:

📘 Free guide: the most common Social Security claiming mistakes → https://chris-everett.knowledgevaultpress.com/social-security

📅 Book a Pre-Discover Session — a free 30-minute conversation with Chris, no cost: https://go.everettwealthsolutions.com/widget/bookings/pre-discover-session

No catch. Just a real conversation about what the numbers say for you.

Everett Wealth Solutions is a Registered Investment Adviser in the State of Illinois providing fiduciary financial planning and asset management across the nation.

Professional Advice Failing to consult a financial advisor can result in missing strategies that maximize your Social Security benefits.

08/17/2026

Quick gut check: how many old 401(k)s do you have sitting with past employers?

If you're not sure, that's usually the sign it's time to look. Book a Pre-Discover Session: https://go.everettwealthsolutions.com/widget/bookings/pre-discover-session

𝘌𝘷𝘦𝘳𝘦𝘵𝘵 𝘞𝘦𝘢𝘭𝘵𝘩 𝘚𝘰𝘭𝘶𝘵𝘪𝘰𝘯𝘴 𝘪𝘴 𝘢 𝘙𝘦𝘨𝘪𝘴𝘵𝘦𝘳𝘦𝘥 𝘐𝘯𝘷𝘦𝘴𝘵𝘮𝘦𝘯𝘵 𝘈𝘥𝘷𝘪𝘴𝘦𝘳 𝘪𝘯 𝘵𝘩𝘦 𝘚𝘵𝘢𝘵𝘦 𝘰𝘧 𝘐𝘭𝘭𝘪𝘯𝘰𝘪𝘴 𝘱𝘳𝘰𝘷𝘪𝘥𝘪𝘯𝘨 𝘧𝘪𝘥𝘶𝘤𝘪𝘢𝘳𝘺 𝘧𝘪𝘯𝘢𝘯𝘤𝘪𝘢𝘭 𝘱𝘭𝘢𝘯𝘯𝘪𝘯𝘨 𝘢𝘯𝘥 𝘢𝘴𝘴𝘦𝘵 𝘮𝘢𝘯𝘢𝘨𝘦𝘮𝘦𝘯𝘵 𝘢𝘤𝘳𝘰𝘴𝘴 𝘵𝘩𝘦 𝘯𝘢𝘵𝘪𝘰𝘯.

08/14/2026

A stat worth sitting with: according to Fidelity's most recent Retiree Health Care Cost Estimate, a 65-year-old retiring today may need roughly $172,500 saved (after tax) just to cover health care costs in retirement — and for a couple, that number is closer to $345,000. It's up more than 4% from the year before, and Fidelity's 2026 research finds 8 in 10 Americans now expect high healthcare costs in retirement.

That's not a scare number. It's a planning number — the kind that should be built into your retirement income plan from the start, not discovered after the fact.

We talked more about why this specific gap trips people up in this week's video: https://www.youtube.com/watch?v=a65aXbXURFA

Source: Fidelity Retiree Health Care Cost Estimate, via PLANSPONSOR.

𝘌𝘷𝘦𝘳𝘦𝘵𝘵 𝘞𝘦𝘢𝘭𝘵𝘩 𝘚𝘰𝘭𝘶𝘵𝘪𝘰𝘯𝘴 𝘪𝘴 𝘢 𝘙𝘦𝘨𝘪𝘴𝘵𝘦𝘳𝘦𝘥 𝘐𝘯𝘷𝘦𝘴𝘵𝘮𝘦𝘯𝘵 𝘈𝘥𝘷𝘪𝘴𝘦𝘳 𝘪𝘯 𝘵𝘩𝘦 𝘚𝘵𝘢𝘵𝘦 𝘰𝘧 𝘐𝘭𝘭𝘪𝘯𝘰𝘪𝘴 𝘱𝘳𝘰𝘷𝘪𝘥𝘪𝘯𝘨 𝘧𝘪𝘥𝘶𝘤𝘪𝘢𝘳𝘺 𝘧𝘪𝘯𝘢𝘯𝘤𝘪𝘢𝘭 𝘱𝘭𝘢𝘯𝘯𝘪𝘯𝘨 𝘢𝘯𝘥 𝘢𝘴𝘴𝘦𝘵 𝘮𝘢𝘯𝘢𝘨𝘦𝘮𝘦𝘯𝘵 𝘢𝘤𝘳𝘰𝘴𝘴 𝘵𝘩𝘦 𝘯𝘢𝘵𝘪𝘰𝘯.

Chris Everett, fee-only fiduciary financial planner at Everett Weal...

08/11/2026

Here's a question worth sitting with: if you retired tomorrow, do you know exactly what your monthly income would look like — from every source?

Most people can tell you how much they've saved. Fewer can tell you whether that savings actually turns into income that lasts.

In this video, Chris breaks down why "hitting your number" isn't the finish line most people think it is — especially once healthcare costs enter the picture (they add up faster than most plans account for). 🎥 https://www.youtube.com/watch?v=a65aXbXURFA

Curious where you stand? Check out the comments to get your free Pre-Retirees guide and book a Pre-Discover Session.

𝘌𝘷𝘦𝘳𝘦𝘵𝘵 𝘞𝘦𝘢𝘭𝘵𝘩 𝘚𝘰𝘭𝘶𝘵𝘪𝘰𝘯𝘴 𝘪𝘴 𝘢 𝘙𝘦𝘨𝘪𝘴𝘵𝘦𝘳𝘦𝘥 𝘐𝘯𝘷𝘦𝘴𝘵𝘮𝘦𝘯𝘵 𝘈𝘥𝘷𝘪𝘴𝘦𝘳 𝘪𝘯 𝘵𝘩𝘦 𝘚𝘵𝘢𝘵𝘦 𝘰𝘧 𝘐𝘭𝘭𝘪𝘯𝘰𝘪𝘴 𝘱𝘳𝘰𝘷𝘪𝘥𝘪𝘯𝘨 𝘧𝘪𝘥𝘶𝘤𝘪𝘢𝘳𝘺 𝘧𝘪𝘯𝘢𝘯𝘤𝘪𝘢𝘭 𝘱𝘭𝘢𝘯𝘯𝘪𝘯𝘨 𝘢𝘯𝘥 𝘢𝘴𝘴𝘦𝘵 𝘮𝘢𝘯𝘢𝘨𝘦𝘮𝘦𝘯𝘵 𝘢𝘤𝘳𝘰𝘴𝘴 𝘵𝘩𝘦 𝘯𝘢𝘵𝘪𝘰𝘯.

Chris Everett, fee-only fiduciary financial planner at Everett Weal...

08/10/2026

If you've been putting off a real conversation about your finances — not because you don't care, but because it feels like too much — that's exactly the kind of conversation we have in a Pre-Discover Session. No pressure, no products pitched. Just clarity.

Book a Pre-Discover Session: https://calendly.com/ews407/30min

𝘌𝘷𝘦𝘳𝘦𝘵𝘵 𝘞𝘦𝘢𝘭𝘵𝘩 𝘚𝘰𝘭𝘶𝘵𝘪𝘰𝘯𝘴 𝘪𝘴 𝘢 𝘙𝘦𝘨𝘪𝘴𝘵𝘦𝘳𝘦𝘥 𝘐𝘯𝘷𝘦𝘴𝘵𝘮𝘦𝘯𝘵 𝘈𝘥𝘷𝘪𝘴𝘦𝘳 𝘪𝘯 𝘵𝘩𝘦 𝘚𝘵𝘢𝘵𝘦 𝘰𝘧 𝘐𝘭𝘭𝘪𝘯𝘰𝘪𝘴 𝘱𝘳𝘰𝘷𝘪𝘥𝘪𝘯𝘨 𝘧𝘪𝘥𝘶𝘤𝘪𝘢𝘳𝘺 𝘧𝘪𝘯𝘢𝘯𝘤𝘪𝘢𝘭 𝘱𝘭𝘢𝘯𝘯𝘪𝘯𝘨 𝘢𝘯𝘥 𝘢𝘴𝘴𝘦𝘵 𝘮𝘢𝘯𝘢𝘨𝘦𝘮𝘦𝘯𝘵 𝘢𝘤𝘳𝘰𝘴𝘴 𝘵𝘩𝘦 𝘯𝘢𝘵𝘪𝘰𝘯.

Financial Clarity may change everything. This Pre-Discover Session gives us one-on-one time so we can get an idea of what you may need and if we believe we can help.Here's something you don't get asked everyday and it's part of what makes us different. Please complete a Communication Profile before

08/03/2026

Real talk: "I'll deal with it later" is usually about feelings, not finances.

Most people who put off financial planning aren't confused about the math. They're avoiding the discomfort of seeing where things actually stand.

Clarity comes before confidence — and confidence comes before a good plan. Book a Pre-Discover Session — a low-pressure first conversation, no obligation: https://calendly.com/ews407/30min

Everett Wealth Solutions is a Registered Investment Adviser in the State of Illinois providing fiduciary financial planning and asset management across the nation.

Financial Clarity may change everything. This Pre-Discover Session gives us one-on-one time so we can get an idea of what you may need and if we believe we can help.Here's something you don't get asked everyday and it's part of what makes us different. Please complete a Communication Profile before

07/14/2026

Here's a question worth sitting with: if a long-term care need showed up in your plan tomorrow, would it be a bump in the road — or would it undo decades of saving?

Chris put together a short video on why this is the financial risk most people in their 50s and 60s are quietly avoiding, and what a real plan for it actually looks like.

Watch here: https://www.youtube.com/watch?v=D5fPkistXRg

There's also a free guide on this in our Knowledge Vault: https://chris-everett.knowledgevaultpress.com/long-term-care

Want to talk through your own plan? A Pre-Discover Session is free and no-pressure: https://calendly.com/ews407/30min

Everett Wealth Solutions is a Registered Investment Adviser in the State of Illinois providing fiduciary financial planning and asset management across the nation.

Financial Clarity may change everything. This Pre-Discover Session gives us one-on-one time so we can get an idea of what you may need and if we believe we can help.Here's something you don't get asked everyday and it's part of what makes us different. Please complete a Communication Profile before

07/13/2026

Please check this out.
Financial Decisions That Actually Matter