2020 Year-End Blog Roundup

We’ve made it to the last month of 2020. What a year it has been due to the coronavirus, the presidential election, volatile investment markets and a surge in unemployment, just to name a few. Below is a roundup of our six most popular blog articles this year.


Senior Services to Know About

Different stages of life bring new challenges and needs.  Today more than ever, there are a wealth of professionals and service providers who are dedicated to helping seniors, their caregivers and families navigate the aging process.  While some services are better known, others are not, but are just as important to learn about.  The following…

Six ways to organize

Six Ways to Organize Your Finances From Home

Many of us find ourselves working from home, homeschooling our children, cleaning out our garages, and exercising and cooking more.  Now is also a good time to organize your finances. Get Rid of That Pile of Papers – We may live in a digital world, but many documents still come by mail.  Many of us…

Smart Ways to Give to Charity

Smart Ways to Give to Charity

Many of us find charitable giving a meaningful way to make a positive impact.  It is also an important component of financial planning.  Below are various smart ways to give to charity.  Before giving to any charity, we advise you to confirm a charity’s tax-exempt status at the IRS’s website.  CASH Cash is a popular…

Facing the Future

Starting End-of-Life Conversations Now

The majority of people want to discuss their own end-of-life care with loved ones, but only a few actually have these conversations.   As the saying goes, there is no time like the present.  Conversations with adult children, family and close friends about health, financial, legal and end-of-life issues are hard topics to broach, but imperative…

Financial Guidance for Dementia Caregivers

Financial Guidance for Dementia Caregivers

It is overwhelming caring for a loved one with dementia. It can be as or more challenging tackling their finances. Often, parents are uncomfortable sharing and discussing their finances with their adult children and adult children are often hesitant to broach the topic. However, not discussing the finances can cause more stress and turmoil in…

Common investment mistakes to avoid

Common Investment Mistakes To Avoid

Investments are an important component of a well-rounded financial plan. As a financial planner, I have seen a variety of investment mistakes that could have been prevented.  These mistakes are often based on emotions or lack of information.  Some investment mistakes can have serious long-term effects.  Below are a few common investing mistakes to avoid.…

Please reach out if we can be of service.

We’ll see you in the New Year!

Stay safe and healthy,

Michael Fuhr, CFP®
Evergreen Wealth Services