Wisdom and Cents

04/09/2023

03/28/2023

Friendly reminder that Tax Day is four weeks from today! If you’ve already filed, congratulations! If you haven’t filed yet, remember to consider adding an IRA account before the deadline.

03/22/2023

We’re so fortunate that Gina has been a part of the EverThrive family for 15 years! As our Client Service Assistant, she manages appointments, client activities, and operational details behind the scenes to make sure all of our clients’ needs are met.

03/22/2023

EverThrive Financial Group is thrilled to be named as a 2022 TOP DC ADVISOR TEAM by the National Association Of Plan Advisors - NAPA. The list was presented in March 2023 for the previous year. All NAPA members with over $100 million in defined contribution assets under advisement made the list. 362 Advisors were recognized. Advisors pay a fee to hold out marketing materials. Not indicative of advisor’s future performance. Your experience may vary. Visit http://bit.ly/3ZQW4V0 for most recent award information.

As one of only four firms in Alabama to be recognized, EverThrive has been featured on the list since 2018. This year’s list highlights the nation’s leading retirement plan advisor firms, which despite the market turmoil in 2022, “continue to guide nearly $2 trillion in defined contribution plan assets belonging to more than 56.000 plans covering more than 23 million participants.”

To read the full press release, please click here: https://everthrivefinancial.com/press/

03/20/2023

Happy first day of spring! It’s a great time to spring clean your finances by de-cluttering. Consolidate accounts, consider canceling credit cards you don’t use, and go paperless to prevent paper clutter.

03/16/2023

Congrats, Valerie!

Join us in congratulating 13 outstanding Commonwealth advisors for ranking as Forbes Top Women Wealth Advisors Best-in-State for 2023! These leading ladies embrace a client-first mindset, promote a service mentality, and elevate other women in finance. We’re proud to support them and applaud all their hard work. Cheers to them!

Valerie Leonard, EverThrive Financial Group

Lacey Jordan, Legacy Wealth Planners

Mollie Thomsen, United Iowa Financial

Andrea Stackland-Winterer, e3 Financial Planning

Sarah Kaplan, Kaplan Financial Group

Christine Byrne, Back Cove Financial

Nichole Raftopoulos, Nvest Financial Group

Elizabeth Thorley, Thorley Wealth Management, Inc.

Carrie Coghill, Coghill Investment Strategies

Virgil Kahl, Spring Ridge Financial Group

Stacey Hyde, Envision Financial Planning

Kim Dignum, Dignum Financial Partners

Judy Redpath, VISTA Wealth Strategies

See the full list here: https://www.forbes.com/lists/best-in-state-women-advisors/

03/15/2023

Are we at a turning point in the stock market? Given recent events and volatility surrounding the past week's bank failures, Valerie recorded a video that includes some thoughts on what's happening, what she's watching, and how investors should react. She also discusses the state of the economy and her outlook going forward. https://youtu.be/6nDkHfygy48

Are we at a turning point in the stock market?Given recent events and volatility surrounding the past week's bank failures, Valerie recorded a video that inc...

03/11/2023

A reminder that we spring forward and move the clocks an hour ahead this weekend. Enjoy the extra daylight and sunshine to come!