Evermont Wealth

A new episode of the "Retirement Plan Playbook" podcast is out! In this episode, we explore the importance of crafting a personal investment philosophy, covering essential elements like risk tolerance, goals, and time horizons, and sharing our own investment strategies. Listen now to the "Retirement Plan Playbook" podcast, and don't forget to subscribe!

If you want to make your child a millionaire, make sure your strategy aligns with IRS guidelines to avoid potential audits and penalties.

In the latest episode of the "Retirement Plan Playbook" podcast, we explore the critical role retirement age plays in your financial planning. Learn how retiring at different ages impacts your retirement number and the amount you need to have saved. Discover why your number might be much bigger if you retire early and how Social Security benefits factor into the equation. Listen now to the "Retirement Plan Playbook" podcast and don't forget to subscribe! https://bit.ly/4cWr2kN

Are you stuck in an annuity and feeling like it might be a scam? Let's talk about it!

In the latest episode of the "Retirement Plan Playbook" podcast, we discuss the crucial question, "Do I have enough to retire?" Understanding how much money you need to retire comfortably is essential for financial security and peace of mind. Join us as we break down what your retirement number means, the key factors to consider, and the tools and strategies for calculating it. Listen now to the "Retirement Plan Playbook" podcast, and don't forget to subscribe! https://bit.ly/4cWr2kN,

Today, we’re diving into one of the most important questions in retirement planning: “What’s your number?” Understanding how much money you need to retire comfortably is crucial for financial security and peace of mind in your golden years. What you’ll learn today: 1. The concept of “your number” in retirement planning 2. Key factors to consider when determining your retirement needs 3. Tools and strategies to calculate your retirement number

At Evermont, we guide our clients through three phases of retirement: Prepare, Transition, and Enjoy!

A new episode of the "Retirement Plan Playbook" podcast is out! In this episode, we discuss crucial questions about how much money is needed to retire comfortably. We analyze market trends, such as the performance of major stock indices, the impact of emerging technologies like AI, and the fluctuations of stocks like Nvidia, Apple, and Tesla. We also explore essential factors affecting retirement savings, including retirement age, lifestyle choices, health considerations, and income sources. Additionally, we offer tools and strategies like the 4% withdrawal rule and online calculators to help predict and achieve retirement goals. Listen now to the "Retirement Plan Playbook" podcast and don't forget to subscribe!

Evermont was founded on the belief that too many people are being let down by the financial industry, and we are committed to putting clients first.

At Evermont, our primary focus is to help people start planning for their retirement, no matter what stage of life they are in.