Elizabeth Evanisko - Wealth Manager

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Elizabeth Evanisko - Wealth Manager Elizabeth Evanisko,
CRC®
- Co-Founder/Owner, Wealth Manager at Nova Wealth

Since 2007, Elizabeth has brought her compassionate, honest approach to client relationships and extensive professional experience. As a Wealth Manager, she has a deep commitment to helping people and enjoys the opportunity to work one-on-one with clients and help them identify their most important goals and dreams. Clear, direct advice geared toward each individual is a hallmark of Elizabeth’s style. She appreciates the hard work that went into earning and saving the money entrusted to her care as a significant responsibility. Western New York has been her home her whole life; she currently lives in Eden with her husband and young family. Please see my website www.retirenova.com for additional information and disclosures

How cool is this? Love getting to celebrate the amazing things our clients are doing right here in WNY. Huge congratulat...
10/03/2026

How cool is this? Love getting to celebrate the amazing things our clients are doing right here in WNY. Huge congratulations to Ann — such an incredible accomplishment. Go Bills!!!!

Last Thursday marked the end of an incredible chapter at Nova Wealth as Barb officially retired.When Barb started with m...
07/01/2026

Last Thursday marked the end of an incredible chapter at Nova Wealth as Barb officially retired.

When Barb started with me, there wasn't really a "team." It was just the two of us. I was a solo advisor trying to build something from the ground up, terrified to make my first hire and wondering if I could even afford it.

Hiring Barb turned out to be one of the best decisions I've ever made.

From day one, she believed in me and in the vision for Nova Wealth, often more than I believed in myself. She was my biggest cheerleader, my sounding board, and someone I trusted completely. She made it possible for me to delegate, grow, and focus on serving clients because I knew everything she touched would be done with care and excellence.

Over the years, Barb didn't just work at Nova Wealth. She helped build it. The relationships she created with our clients, the compassion she showed every day, and the steady presence she brought to our office became part of the foundation of who we are.

There is simply no way Nova Wealth would be where it is today without her.

Barb, thank you for believing in a dream before it was much more than an idea. Thank you for your loyalty, your kindness, your work ethic, and your friendship. You've left an incredible legacy here, and while we'll miss you every day, we're so excited for this next chapter of your life.

Congratulations on your retirement. You earned every minute of it!!
Nova Wealth

04/23/2026

One of the cool things about my job is I get to see so many parents celebrating their children’s successes. This dad was all in for his kid for so long.

04/22/2026

What to do yesterday to know if you qualify for immediate retirement benefits.

Pause this video

Call your HR office and you’re going to say exactly this:
1. I need to verify my retirement eligibility.
2. Can you confirm whether I currently qualify for immediate retirement or if I would face deferred retirement if I separated today?
3. I need my exact service computation date for retirement and confirmation of my credible years of service.

Get that information in writing—email’s fine—but you need documentation. Written, verifiable data is the foundation of every decision that you’re going to make.

* If you have a VERA offer: Call HR, request your retirement estimate.
* If you’re planning ahead for potential RIF: I want you to calculate your years to immediate retirement eligibility.
* If you’re 55 and up: Log into TSP.gov and verify your account.

Over the last 20 years, we’ve refined a framework for navigating early retirement, whether it’s forced or voluntary. We recently took it a step further to put two detailed DIY checklists together:
1. If you have a VERA offer on your desk now.
2. If you’re just planning ahead.
Comment ‘VERA’ below, and I’ll send you a link to both. It’s a lot of detail to put into a video, but it’s all organized into a simple planning sheet ready for you to manage your own way through this difficult decision.”

Early retirement is no longer an option - it’s being forced on hundreds of thousands of people every year. Government re...
04/04/2026

Early retirement is no longer an option - it’s being forced on hundreds of thousands of people every year. Government reductions in force, layoffs for jobs that will never come back.

55 is the new 65 when it comes to retirement.

The first step is not to panic.
1. Know your rights if you are laid off early from healthcare to severance
2. Know your options from social security to pensions - when to start taking income - and from which source
3. Try a Dry Run. Start today.
• Build a retirement income and expense budget
• Test drive it for 3 months
• Rinse and repeat until the make sense.

We are launching a new program called The Second Half. It’s all about giving you all of the tools we have after a combined 50 years in the business, helping thousands of people with almost $200 million in retirement funds.

If you think you’re going to be forced into early retirement comment “Retire” and i’ll send you the full step by step guide.

02/24/2026

The biggest decision - it’s a balancing act. Social Security, Taxes, Withdrawal Strategies. It’s not as complicated as it can seem but making the right decision can save 10s of thousands over your retirement. We are hosting a free event for New York employees in a couple of weeks where we will run through all of the options - including healthcare. If you’d like the invite comment retire below and I’ll send you the link.

02/21/2026

Navigating all of the tools in your retirement utility belt can be stressful and confusing. We are hosting a free session with some of our current NY PA clients to answer all of your questions. If you’d like to attend comment NYPA below and I’ll send you the link.

01/15/2026

What to do if you’re taking over the finances after being widowed, or you may be in the near future.

Your complete financial guide.
In this series we cover every major step:
1. Immediate Financial and Legal Clarity (First 30–90 Days. The Goal: Secure income, identify accounts, and prevent mistakes.
2. Estate, Inheritance & Legal Settlement (1 - 6 Months). The Goal: Transfer ownership, understand what’s taxable, and secure estate assets.
3. Income, Benefits, and Social Security Planning. The Goal: Replace income and establish new financial stability.
4. Spending, Debts, and Immediate Cash Flow. The Goal: Understand what it costs to live - and what changes.
5. Investments, Retirement, and Long-Term Security. The Goal: Transition from joint wealth to independent, sustainable management.
6. Emotional, Family, and Legacy Questions. The Goal: Move from reaction to purpose and empowerment.

Today we are covering Step 5: Investments, Retirement, and Long-Term Security
The Goal: Transition from joint wealth to independent, sustainable management.
Your need to knows
1. What is my full list of investment, retirement, and savings accounts now in my name?
2. How should my portfolio be adjusted to match my new risk tolerance and goals?
3. Should I consolidate accounts or maintain separate ones for tracking legacy vs. new assets?
4. Do I need guaranteed income streams (annuities, pensions) to cover essential expenses?
5. What is my sustainable withdrawal rate if I’m retired or semi-retired?
6. Should I update my estate plan, trusts, and powers of attorney to reflect new heirs?

If you’d like the full checklist for every step comment “control” and I will send you our full worksheet for managing this difficult transition.

01/10/2026

What to do if you’re forced into taking over the finances due to your partners’ health.

In this series we cover every major step:
1. Immediate Health & Legal Authority. The Goal: Establish decision-making power — legally and financially.
2. Cash Flow & Essential Bills. The Goal: Ensure bills are paid and living expenses continue without interruption.
3. Insurance, Disability, and Income Replacement. The Goal: Protect income and activate any available benefits.
4. Estate & Beneficiary Updates. The Goal: Ensure legal and estate documents reflect current realities.
5. Medical, Care, and Long-Term Planning. The Goal: Protect both financial and emotional wellbeing through care coordination.
6. Investments and Risk Management. The Goal: Simplify, protect, and sustain the family’s finances.
7. Emotional, Family, and Future Readiness. The Goal: Build a support system and prepare for what comes next.
8. Preventative Planning (For Couples Who Still Have Time). The Goal: Avoid chaos later by setting up the right structure today.

Today we are covering step 2: Cash Flow & Essential Bills
The Goal: Ensure bills are paid and living expenses continue without interruption.
Your need to knows:
1. Which accounts fund our ongoing expenses?
2. Are automatic deposits (salary, pension, Social Security) still coming in?
3. Do I have access to those accounts directly or only as joint owner?
4. Should I move funds to an account I can control independently?
5. Are there recurring bills (mortgage, insurance, taxes, utilities) that need to be switched to my name or billing info?
6. What debts are only in his name — and what happens to them if he can’t pay?
7. How long can we sustain current expenses if his income stops or decreases?

If you’d like the full checklist for every step comment “control” and I will send you our full worksheet for managing this difficult transition.

01/02/2026

It’s hard to watch someone you love slip away. It’s important that the steps needed to protect everyone’s financial future are taken - while you can. A family member of one of our team members just went through this. The father had dementia and no one really knew for 2 years. In those 2 years they went from a dream retirement to in debt and having to sell off homes where their children and grandchildren were living. She didn’t follow any of the financial activities so she couldn’t catch anything in time. The best defense really is offense by getting involved in the finances early. When that doesn’t happen it’s difficult but there is a way through. This is part 1 of our series for navigating this difficult period. If you know someone going through this tag them below and I’ll send over the full step by step checklist for navigating taking over the finances.

Address

100 Corporate Parkway Suite 320
Amherst, NY
14226

Opening Hours

Monday 9am - 5pm
Tuesday 9am - 5pm
Wednesday 9am - 5pm
Thursday 9am - 5pm
Friday 9am - 5pm

Telephone

+17163006711

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