EViE Financial

08/27/2026

Battered share prices can often allow you to pass more money to heirs without paying estate taxes. Here's how.

08/20/2026

AI struggles with certain math questions, so asking it to calculate your taxes might go poorly. AI can help you with budgeting and financial habits; for more complex questions, ask a human expert. Rather than asking AI how to invest for retirement, use it to assess how on track you are now.

07/24/2026

When it comes to credit cards, education is always the key. In our newest blog post, we'll discuss a few of the ins and outs of effectively managing credit card use. Share with someone who may find this information helpful and let us know what you think!

In many cases, a credit card is something you acquire early in financial adulthood that comes with minimal instructions and even less direction. We are told two contradictory things at the same time: credit cards build your future, financially speaking. Also, credit cards can ruin your life if you.....

06/19/2026

Updates to federal students loans have been in the works for quite some time, and important deadlines are approaching for many borrowers. In the article below, we discuss some notable changes, a few tips for how to navigate them, and several resources that may help.

If you’d like to discuss how student loan repayment updates may affect you budget, your financial goals, and your financial picture as a whole, let’s chat.

With the passing of the One Big Beautiful Bill Act (OBBBA), updates to federal student loans have been in the works for quite some time. However, these updates have hardly been transparent in a way that leaves borrowers feeling confident about their next steps. We’ll take a look at what’s been u...

06/05/2026

What's in a name? Well... a lot, actually. And as our business, our EViE family, and our vibe has evolved, it felt like it was time for our name to get a mini-makeover as well.

Check out the blog post below, and we'd love to hear your thoughts!
If you'd like to connect with us, we'd be very happy to chat.

https://www.eviefinancial.com/evie-contact

Ease is the intangible thing. It's what becomes possible when the plan is built, the systems are running, the accounts are in the right place, and you trust the person sitting across from you. It's the exhale during and after the climb. It's the quiet confidence of knowing where you stand.

06/02/2026

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, social, cultural and personal. How diversified is your Portfolio of Li...

05/14/2026

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.

02/19/2026

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

02/17/2026

Business owners contend with dynamic and sometimes complex financial situations, and as such they often need more tailored and specific support when planning for their financial futures. Check out Melissa's recent blog post to learn more, and reach out to us if you'd like to discuss! We'd love to connect.

The self-employed clients I’ve watched thrive aren’t the ones with the highest revenue. They’re the ones who built a system they trust. A system that pays them first. That absorbs the unpredictable months without crisis. That aligns their financial structure with the life and business they act...

02/06/2026

As we move through 2026 and take stock of our goals, it's important to stay ahead of changes that affect our financial pictures as well. For example, the IRS recently updated the limits for the 2026 tax year, which could positively impact your ability to save for the future! In the article below, we'll walk you through these updates.

When working on a comprehensive financial plan, it’s always a good time to check in and make sure you’ve buttoned up your retirement contributions to maximize your savings opportunities. The IRS recently updated the limits for the 2026 tax year, which could positively impact your ability to save...