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Information to help you live a life of financial self-reliance. 

Education and understanding is key to any successful financial future. Evergreen provides a wide range of topics and discussions to help you meet your financial goals. 

Cares Act - What you Should Know

I hope this update finds you and your family healthy and taking advantage of the extra family time provided by this historical period we find ourselves. Over the past few weeks, we have seen some major changes introduced. From the stimulus bill (Care Act) to extreme actions of the Federal Reserve, we have been busy staying on top of all the new changes. Here are the recent updates we would like to pass along: CARES ACT - ACTION ITEMS YOU SHOULD TAKE! The CARES Act is the $2.2 trillion Coronavirus Aid, Relief, and Economic Security Act that was signed into law on March 28th. It is the largest economic relief package in U.S. history. There are 3 key takeaways for our clients. These are th

Cares Act Summary

This article was taken from corporate accountant Julie Young at Simplified Accounting. She has put together a very nice summary piece about the Cares Act and how it relates to our clients. Reach out to us if you have any questions about how this applies to your personal situation. We are here to help. The IRS will be making millions of ‘‘economic impact payments’’ (also called ‘‘recovery rebates’’ or “stimulus checks”) in the coming months to help families during this time of economic uncertainty related to the COVID-19 crisis. Here’s what you need to know! Amount of payment. IRS will soon begin making payments of up to $1,200 to eligible taxpayers or up to $2,400 to married couples filing j

Back to the Basics

Back to the Basics – Principles of Financial Success When in the midst of any “crisis” it is very important to remember the basics. Over the past few weeks I have been thinking back over the investment, planning, spiritual, and life advice given during the past 10 years. It occurred to us that we have never summarized and passed along in an article. As we all spend additional time at home with our loved ones, now seems to be a wonderful opportunity to reflect on these eternal principles. Financial Planning Principles We are not in control: We must understand what we can and cannot control. As a Christian we believe God is in control, but Christian or not, logic and history clearly show t

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