Evans Financial Group

10/06/2025

After years of leading with strategy and intellect, it's humbling to realize that our financial future depends more on behavior than brilliance.
As retirement nears, consistency, patience, and humility become our greatest financial tools. Morgan Housel's insights remind us that the goal isn't just to retire—it's to retire well, with peace of mind and purpose.

💡 What behavioral shift has made the biggest impact on your financial journey?

10/03/2025

The United States federal government shut down after lawmakers were unable to agree on funding allocations ahead of the September 30 deadline. While it may cause short-term disruptions, it could also present opportunities for investors. Learn more:

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10/01/2025

As executives, we've spent decades building careers, leading teams, and making strategic decisions. But as retirement approaches, The Psychology of Money reminds us that the most powerful financial move is often restraint.
True wealth isn't about status—it's about freedom. The freedom to choose how we spend our time, where we invest our energy, and how we shape our legacy

🔍 What does financial freedom look like for you in the next 10 years?

10/29/2024

Nearly 68 million Americans will see a 2.5% increase in their Social Security benefits beginning in January of 2025.

"Rebecca, I am in my mid-40's, why should I care?"

If you're planning to retire at some point in the future (and who isn't?), it's important to remember that your monthly cash flow from investments isn't the only thing to consider. You should also take Social Security into account as a potential income source if you qualify. If you'd like to discuss how Social Security might fit into your retirement strategy, feel free to DM me!

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10/24/2024

Nonqualified deferred compensation (NQDC) plans...We all know they offer business leaders a strategic way to attract and retain top talent, but how? Read more:

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09/12/2024

My favorite conversation to have with my friends and clients is deciding when to retire. I LOVE when I can tell someone that they are now working because they WANT to...not because they HAVE to.

This article stresses one of my favorite areas of planning for this transition... the EMOTIONAL PIVOT that must take place. Years of being told to "save" immediately turns to drawing down on investments. How scary! Do you know how to make this transition? Drop me a note with your questions or DM me!

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09/11/2024

On this day, let us honor the lives lost and their families, and remember the heroes who responded. May their sacrifice never be forgotten.

09/10/2024

Surrounding yourself with the right professionals to help plan your finances is vital. Here are some of the key players to seek out when building your team of professionals.

The good news is that partnering with me and Evans Financial Group allows you to get many of these experts all in one place. DM me for more information.

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08/27/2024

The end of the year often gets here before we know it — and from a planning perspective, there are a few loose ends to tie up. Here is a checklist to help you get a jump start on year-end planning.

If you have questions on your unique scenario, feel free to reach out to me.

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08/02/2024

Raymond James CIO Larry Adam reminds investors that market narratives tend to fluctuate dramatically, and to look at fundamentals in determining your economic and financial markets outlook.

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07/30/2024

I was victim of a financial scam!

It was 2021. For years, I have been afraid to admit it. Feeling shame and embarrassment that I could do something so stupid. I had taken so many required education online learning modules, perpetually rolled my eyes as my employer sent scam emails to test my competence, and then I fell for one!

Its now part of my story. It helps drive me everyday. My financial advisor determine the best short term solution for my needs at the time. Without the long standing relationship, I would have had no idea where to turn.

My story ends well as I was eventually made whole. If you or someone you know ever finds yourself in this situation, my door is open. I've been there! In the meantime, check out these common scams – and how to avoid them.

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