Evergreen Financial Group

10/23/2026

How far will your savings actually go? Enter your numbers to see how long your money could last depending on how much you withdraw each year.

See how long a lump sum of savings could last based on your withdrawal rate and return.

10/21/2026

🍽️​ Join Evergreen Financial Group for a Complimentary Retirement Planning Dinner!

You’re invited to an educational seminar focused on retirement planning and tax-efficient strategies.

Enjoy dinner while learning about important retirement considerations and strategies to help you plan for your financial future.

🗓️​ Thursday, October 29
🕠​ Seminar begins at 5:45 PM
📍​ Numa Modern Mediterranean Kitchen & Bar
508 Broad St. Shrewsbury, NJ 07702

Seating is limited to 45!

👉​ RSVP today to reserve your spot:

https://www.library-messages.com/9f84acc4-e892-447c-b84b-841b2fd518c2/events/your-money-the-2026-mid-terms-private-dinner-invitation

Evergreen Financial Group, LLC

29 Oct "Your Money & The 2026 Mid Terms" - Private Dinner Invitation Description Please join us for a dinner presentation to hear our thoughts on "Your Money & The Mid Term Elections" including how the election results will shape key policy decisions and how investors are investing in an election ye...

10/21/2026

With great wealth comes even greater questions. Learn more in our article.

Preserve your high net worth with these foundational tips.

10/19/2026

Scams are evolving but so can your defenses. From phone calls to social media, scammers are using old tricks in new ways. The good news? Most are preventable. Check out our quick infographic to stay one step ahead!

A helpful glossary of current scams.

10/18/2026

Will your dream retirement become a reality? The answer might not be what you think. Learn more here.

Many pre-retirees can become focused on the “ideal” retirement, but turning that dream into a reality can be tricky.

10/16/2026

Have you heard about 1031 Exchanges, a real estate investment strategy that might allow you to defer your capital gains taxes. Learn more in our new article.

A look at 1031 Exchanges, a real estate investment strategy that may allow you to defer your capital gains taxes.

10/14/2026

Considering a vacation home? 5 questions to determine if you’re ready.

You may be considering purchasing a vacation property, this can be an exciting milestone, but there are a few things to consider first.

10/12/2026

The roof protects your home against nature’s risks. Is your personal wealth protected against life's risks?

Building wealth requires protection from the forces of wealth destruction.

10/11/2026

Have you considered everything when it comes to your retirement? Perhaps not. Check out our fascinating new infographic on retirement issues.

10/09/2026

How much more would you have to save for retirement if you owned your home rather than rented? Would it surprise you to learn it might be several times less? Learn more about the relative advantages below.

How much more would retirement cost if you owned your home rather than rented? It could actually be several times less.