Evergreen Wealth - EGW

Tuesday! Mark your calendars and come grab a drink on 7/21 at Papa Franks to raise money for Vision for Hope. Ryan Davlin is hopping behind the bar, serving a few drinks and surely a few laughs. We hope to see you!

Can't make it? Donate here: https://secure.qgiv.com/event/springfieldcelebrity/account/2394768/

Harvesting losses seems counterintuitive. We're here to tell you it's actually quite advantageous and now is a great time to do it. Yes, even in an up market: https://www.egwadvisors.com/blogs/why-mid-year-is-the-best-time-to-harvest-losses--even-in-an-up-market-

Myth: I need $1M to retire.

Your real number depends on something far more personal:

• Your lifestyle
• Your spending patterns
• Your guaranteed income sources
• Your tax strategy
• Your longevity expectations
• Your investment allocation

Some people can retire comfortably on far less than $1M. Others need significantly more.

The truth? Retirement isn’t about hitting a number. It’s about building a strategy that funds the life you actually want.

We'll be closed tomorrow, July 3rd, so our team can focus on the important things...

🌭 Debating whether hot dogs count as sandwiches.
🎆 Pretending we know which fireworks are legal.
🍔Trying not to burn the food.
🗽 Celebrating the freedoms we're grateful for.

We'll be back in the office on Monday, July 6th. From all of us at Evergreen Wealth, have a safe, fun and Happy 4th of July! ❤️🤍💙

We are so proud of our own Erin Crumly for being honored as a leader for 40 under 40! https://www.springfieldbusinessjournal.com/special-issues/fortyunder40/erin-crumly/

When thinking about retirement, we often focus on income and investments, but brain health is just as important. https://www.egwadvisors.com/blogs/retain-the-brain

We want to take a moment to shout out to all of the cool dads, grandfathers, and father figures out there… Happy Father’s Day!