Everest Wealth Advisors

06/01/2026

When it comes to your own social security benefit, it's pretty straight forward. Things get more complicated for spouses, surviving spouses and ex-spouse's. Click below to find the answers to common questions on this topic:

Learn how Social Security spousal benefits work for married couples, divorced spouses, widows, and widowers. Understand the 10-year rule, remarriage rules, survivor benefits, and key claiming strategies.

05/13/2026

You’ve probably heard it before: If your portfolio goes down by a certain percent, it takes an even higher percent positive return to get back to even.

Mathematically, this is true. But truth doesn’t always equate to utility. In this case, this mathematical fact is completely useless knowledge to an investor. In fact, it might be worse than useless, as it can invoke fear around investing and make temporary losses seem insurmountable.

So, let’s clear the air and dive into the full story behind the numbers. Read the article below to see a very basic example to illustrate this.

Does a 50% loss really require a 100% gain to recover? Learn why recovery percentages can be misleading, and why long-term investors should focus on dollars and discipline instead of fear

04/28/2026

Estate planning is about controlling what happens to you and your money. Although advanced estate planning is necessary in many cases, there are some basic documents that every person should have. For those looking for guidance on their estate plan and overall financial plan, message me directly.

Learn the essential estate planning documents everyone should have, including a will, financial power of attorney, medical power of attorney, and living will—plus why they matter.

04/22/2026

Choosing the right retirement plan can make a significant difference in how much you’re able to save—and how you’re taxed along the way. For self-employed individuals, the decision often comes down to a SEP IRA or a Solo 401(k). While both offer powerful tax advantages, key differences in contribution structure, flexibility, and Roth options can dramatically impact your long-term strategy. Here’s how to determine which one is the better fit for you.

Compare SEP IRAs and Solo 401(k)s for self-employed individuals. Learn how contribution limits, Roth options, and flexibility impact your retirement strategy.

04/11/2026

Pets are a tremendous part of the hearts and lives of so many. Many people will tell you that adopting a pet is one of the most joyful and satisfying things they have ever done. Whether you have pets in your life or are considering adopting one (perhaps you have several!), we want to wish you and your companions a happy National Pet Day!

04/09/2026

Learn the key differences between tax planning and tax preparation—and how proactive strategies can help high earners reduce lifetime taxes and improve financial outcomes.

04/01/2026

April Fools' Day is here again, and it's not only about pranks and practical jokes. It's a good time for a person to reflect on times when they might have felt a bit foolish. Maybe they made a decision that didn't turn out well, or a mistake that left them feeling low. The good news is that feeling like a "fool" is almost always a temporary situation if one can learn from the experience. Give yourself room to think and grow, and you might even learn to laugh at it all, in hindsight.

04/01/2026

Colorado now requires many employers to offer a retirement plan—but simply meeting the mandate may not be enough. In this article, we break down how the Colorado SecureSavings Program works, who it applies to, and why some businesses are choosing more robust retirement plan solutions to better serve their employees.

Learn how Colorado’s retirement plan mandate works, who it applies to, and your options as an employer. Compare SecureSavings vs. 401(k) plans and stay compliant.

03/30/2026

Community Impact

We were honored to be the lead donor for "Wings For Life".

03/27/2026

2026 TEAM Tennis Fundraiser for "Wings for Life"

We loved sponsoring such a worthy cause "WINGS FOR LIFE"?