EViE Financial

09/29/2026

Join us this Friday!

Lilli's Bar is a new sapphic, q***r bar and restaurant coming to the DC area, and we're looking forward to participating in their pop-up event! We're excited to meet folks.

RSVP at the link below:
https://www.eventbrite.com/e/lillis-first-ever-pop-up-q***r-joy-on-the-waterfront-tickets-1997800798969?aff=oddtdtcreator

09/29/2026

The “big, beautiful” tax-and-spending package was signed into law. Now, individual taxpayers want to know what difference this makes to their own returns and how changes could affect tax planning for this year and next.

09/17/2026

Picture this: You’ve been steadily increasing your income and collecting your well-earned annual bonus. But you’ve also noticed yourself eating out more often, opting for more expensive brands, and making more purchases. It's called lifestyle inflation, or lifestyle creep, and it can be detrimen...

09/15/2026

Each year, thousands of executives retire from long and successful corporate careers. But few are prepared for the journey they are about to embark on. Here's help from Harvard Business Review.

08/27/2026

Battered share prices can often allow you to pass more money to heirs without paying estate taxes. Here's how.

08/20/2026

AI struggles with certain math questions, so asking it to calculate your taxes might go poorly. AI can help you with budgeting and financial habits; for more complex questions, ask a human expert. Rather than asking AI how to invest for retirement, use it to assess how on track you are now.

07/24/2026

When it comes to credit cards, education is always the key. In our newest blog post, we'll discuss a few of the ins and outs of effectively managing credit card use. Share with someone who may find this information helpful and let us know what you think!

In many cases, a credit card is something you acquire early in financial adulthood that comes with minimal instructions and even less direction. We are told two contradictory things at the same time: credit cards build your future, financially speaking. Also, credit cards can ruin your life if you.....

06/19/2026

Updates to federal students loans have been in the works for quite some time, and important deadlines are approaching for many borrowers. In the article below, we discuss some notable changes, a few tips for how to navigate them, and several resources that may help.

If you’d like to discuss how student loan repayment updates may affect you budget, your financial goals, and your financial picture as a whole, let’s chat.

With the passing of the One Big Beautiful Bill Act (OBBBA), updates to federal student loans have been in the works for quite some time. However, these updates have hardly been transparent in a way that leaves borrowers feeling confident about their next steps. We’ll take a look at what’s been u...

06/05/2026

What's in a name? Well... a lot, actually. And as our business, our EViE family, and our vibe has evolved, it felt like it was time for our name to get a mini-makeover as well.

Check out the blog post below, and we'd love to hear your thoughts!
If you'd like to connect with us, we'd be very happy to chat.

https://www.eviefinancial.com/evie-contact

Ease is the intangible thing. It's what becomes possible when the plan is built, the systems are running, the accounts are in the right place, and you trust the person sitting across from you. It's the exhale during and after the climb. It's the quiet confidence of knowing where you stand.

06/02/2026

Like any good portfolio, a Portfolio of Life is purposefully diversified, but the asset classes are far broader than those we typically think of populating a retirement account. It can consist of four types of capital: financial, social, cultural and personal. How diversified is your Portfolio of Li...