By taking the time to understand your unique needs. His wife, Jamie is his business partner and his first level continuity partner. www.finra.org
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Since 1984, Everett Financial Group has been helping individuals, families and business owners define their personal vision of retirement and develop personalized strategies to bring that vision to life. Certified Financial Planner™, Certified Wealth Strategist®, Retired Income Certifies Planner®
Brian Everett has his CFP® and CWS® designations and has been an advisor for 32 years. They have three
09/16/2022
It can be difficult sometimes to think about the future during times like these. But if you did, how would you retire in a post-pandemic world?
Retiring in a Post-Pandemic World Imagine your ideal post-pandemic retirement with this animated video.
09/14/2022
Are you getting ready to retire? Retirement strategy isn’t entirely financial. Consider these matters in this helpful piece.
Retirement Questions That Have Nothing to Do With Money Things to consider before retirement.
09/12/2022
Concerned about identity theft? Some things to leave at home.
Please Leave Home Without It Concerns over identity theft continue to grow, especially with data breaches at major companies and financial institutions.
09/09/2022
Consider a bucket plan to go with your bucket list.
A Bucket Plan to Go with Your Bucket List Longer, healthier living can put greater stress on retirement assets; the bucket approach may be one answer.
09/07/2022
Do you know the best way to set your child up for collegiate success? Make sure with this miniature guide to financial aid options.
Financial Aid for Students 101 Help your college-bound child explore scholarships, grants, and more with this article on paying for higher education.
09/02/2022
Tax deferral can have a dramatic affect on the growth of an investment. Know what's at stake.
Annuity Comparison This calculator compares a hypothetical fixed annuity with an account where the interest is taxed each year.
08/31/2022
"Old age is like everything else. To make a success of it, you've got to start young,” observed Teddy Roosevelt.
Preparing for the Expected You can plan ahead to protect yourself and your family against the financial consequences of deteriorating health.
08/29/2022
This piece presents an overview of fundamental steps to consider when a loved one passes.
A Checklist for When a Spouse or Parent Passes An overview of some fundamental steps when a loved one passes.
08/26/2022
Your home mortgage interest may be deductible. Do you itemize your deductions?
Home Mortgage Deduction Use this calculator to assess the potential benefits of a home mortgage deduction.
08/24/2022
Assets minus liabilities = net worth. When was the last time you calculated yours?
What Is My Current Net Worth? Use this calculator to estimate your net worth by adding up your assets and subtracting your liabilities.
08/22/2022
What's better—a 30-year or 15-year fixed-rate home mortgage? The answer may surprise you.
Comparing Mortgage Terms Estimate the total cost in today's dollars of various mortgage alternatives.
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