Evervest Financial

10/14/2026

How does life change after retirement? This infographic explores the lifestyle and financial shifts many retirees experience in their first year.

10/14/2026

Social Security recipients just got their 2027 raise: a 3.6% cost-of-living adjustment, effective with January payments.

For the average retiree, that's roughly $75 more per month. It's the largest increase since 2023, up from 2.8% this year.

A points for retirees and those approaching retirement:

🔹 A COLA restores purchasing power. It doesn't grow it. The raise reflects prices that have already gone up.

🔹 Watch the net number. Medicare Part B premiums are typically deducted from your check, so your actual increase may be smaller than the headline.

🔹 Social Security was never meant to be the whole plan. Your withdrawal strategy, tax planning and portfolio still carry most of the load.

🔹 For those not yet claiming, this is a good moment to revisit when to file. Each year you delay past full retirement age (up to 70) meaningfully raises your lifetime benefit.

Headlines tell you what changed. Planning tells you what it means for you.

10/12/2026

A home warranty may make sense, but you need to set proper expectations.

10/08/2026

Stocks finished the third quarter mixed. The S&P 500 gained 2.03%, and the Nasdaq Composite rose 2.47%, while the Dow Jones Industrial Average slipped 2.70%. Halloween is next on the calendar, with U.S. consumers expected to spend \$13.5 billion USD this year and 6.26 million Canadian children in their trick-or-treating years.

Stocks were mixed in the third quarter as economic, geopolitical, and corporate earnings news pushed the broad market higher while weighing on the Dow Industrials.

10/07/2026

When are you taking your Social Security benefits? Considering the timing can help maximize your benefit.

10/01/2026

https://www.evervestfinancial.com/blog/the-no-recession-business-cycle-1

Those of us who live in the southwest know what drought conditions look like. And every so often we’ll go through a long stretch, sometimes months and months, without rain. And those periods are getting more frequent. The business...

10/01/2026

Those of us who live in the southwest know what drought conditions look like. And every so often we’ll go through a long stretch, sometimes months and months, without rain. And those periods are getting more frequent. The business...

09/28/2026

Reminder for tomorrow to join us for our upcoming Behavioral Finance Concepts webinar! 🧠📈

We’ll be joined by guest speakers Joe Riggio Jr. and Mikaela Brown from Avantis Investors. We will walk through several behavioral finance concepts that advisors face with their clients. We will discuss several cognitive and emotional biases, such as Availability bias, hindsight errors, regret aversion and more.

📅 September 29 | 2:00 PM MST
👉 Register now on our website’s Events page!
https://www.evervestfinancial.com/events/webinar-behavioral-finance-concepts

09/24/2026

Reminder to join us for our upcoming Behavioral Finance Concepts webinar! 🧠📈

We’ll be joined by guest speakers Joe Riggio Jr. and Mikaela Brown from Avantis Investors. We will walk through several behavioral finance concepts that advisors face with their clients. We will discuss several cognitive and emotional biases, such as Availability bias, hindsight errors, regret aversion and more.

📅 September 29 | 2:00 PM MST
👉 Register now on our website’s Events page!
https://www.evervestfinancial.com/events/webinar-behavioral-finance-concepts

09/21/2026

Join us for our upcoming Behavioral Finance Concepts webinar! 🧠📈

We’ll be joined by guest speakers Joe Riggio Jr. and Mikaela Brown from Avantis Investors.

📅 September 29 | 2:00 PM MST
👉 Register now on our website’s Events page!
https://www.evervestfinancial.com/events/webinar-behavioral-finance-concepts