Everest Financial, Inc.

07/15/2026

Minimum wage: Then vs. Now – Was minimum wage really just a shade over $3/hour in the 1980s? And now at $7.25/hour, has the concept of the summer job changed? Take a look ...

07/13/2026

We’ve officially passed the halfway point of 2026. In pro baseball, it's time for the All-Star Break – the perfect lens through which to view your current financial "lineup." The "trade deadline" nearing, do you need to make a change?

We’ve officially passed the halfway point of 2026. In pro baseball, it's time for the All-Star Break – the perfect lens through which to view your current financial

06/24/2026

IRMAA is a surcharge added to your standard Medicare Part B (medical insurance) and Part D (prescription drug coverage) premiums if your income exceeds certain thresholds.

Everest Financial Inc.'s Joseph Duffey discusses IRMAA -- a surcharge added to your standard premiums for Medicare Parts B and D if your income exceeds certain thresholds.

06/03/2026

LAST CHANCE TO REGISTER ...

A few spots remain for our dinner seminar "Financial Empowerment for Women." This event is designed to inspire you not only to plan for your financial future but empower you to make sound decisions before and after you retire.

• 6 PM, Tuesday or Wednesday, June 9 or 10, Covington, KY.
• 6 PM, Thursday, June 11, Cincinnati, OH.

To reserve your spot, visit https://www.everestfinancial.net/events or call Beth at 859-291-9290. (NOTE: Registration for Covington event is only available by calling.)

05/27/2026

Join us for FINANCIAL EMPOWERMENT FOR WOMEN, an Everest Financial Inc. seminar designed to help you build lasting wealth and confidence as you plan for retirement.

• Connect with inspired women.
• Learn actionable strategies.
• Step into the financially independent life you truly deserve.

Register at https://www.everestfinancial.net/events, or call Beth at 859-291-9290.

05/16/2026

Market risk: Two words that sometimes cause investors to worry. Everest Financial's Joe Duffey simplifies what market risk entails and how it might impact your retirement income plan.

05/15/2026

OWN YOUR FINANCIAL POWER!

Join us for this free dinner-time seminar specifically designed to help women take charge of their retirement plan – with confidence and clarity.

Highlights include:

• BUDGETING and SAVINGS made simple.
• CAREER growth and INCOME strategies.
• INVESTMENT options and fundamentals.

Register at https://www.everestfinancial.net/events or call Beth at 859-291-9290.

• Tuesday or Wednesday, June 9 or 10, 6 PM, Covington, KY (must call to register)

• Thursday, June 11, 6 PM, Cincinnati, OH, at LaRosa's-Boudinot (call or register online).

05/09/2026

DID YOU KNOW ... Only 16% of women consider themselves "very confident" they will be able to fully retire with a comfortable lifestyle?

We'll address this issue and other important retirement planning topics during our dinner seminar "Financial Empowerment for Women."

• Tuesday OR Wednesday, June 9 or 10, 6 PM, Covington, KY (To register, call Beth at 859-291-9290 email her at [email protected]).
• Thursday, June 11, 6 PM, LaRosa's-Boudinot, Cincinnati, OH. (Register online at https://www.everestfinancial.net/events or call Beth at 859-291-9290).

SOURCE: Transamerica Institute

04/30/2026

What do you need to know about TAXES IN RETIREMENT?

Everest Financial's Joe Duffey will address this important financial topic and other aspects of overall wealth management during our "Taxes in Retirement" seminar.

• Tuesday or Wednesday, May 5 or 6, at 6 PM, Covington KY (Online registration not available. To register, call Beth at 859-291-9290 or email her at [email protected]).

• Thursday, May 7, at 6 PM, Cincinnati, OH, LaRosa's-Boudinot (Register at https://www.everestfinancial.net/events or call Beth at 859-291-9290).

04/25/2026

Think your taxes go down in retirement? Think again. Your retirement income could be taxed more than you expect—and it might catch you off guard.

Everest Financial's Joe Duffey will address this and other important topics during our "Taxes in Retirement" seminar.

• Tuesday or Wednesday, May 5 or 6, 6 PM, Covington KY (To register, call Beth at 859-291-9290 or email her at [email protected]).
• Thursday, May 7, 6 PM, Cincinnati, OH, LaRosa's-Boudinot (Register at http://www.everestfinancial.net/events or call Beth at 859-291-9290).