EViE Financial

02/19/2026

As market chaos upends portfolios, planning for a not-so-distant future feels more precarious than ever. These strategies can help.

02/17/2026

Business owners contend with dynamic and sometimes complex financial situations, and as such they often need more tailored and specific support when planning for their financial futures. Check out Melissa's recent blog post to learn more, and reach out to us if you'd like to discuss! We'd love to connect.

The self-employed clients I’ve watched thrive aren’t the ones with the highest revenue. They’re the ones who built a system they trust. A system that pays them first. That absorbs the unpredictable months without crisis. That aligns their financial structure with the life and business they act...

02/06/2026

As we move through 2026 and take stock of our goals, it's important to stay ahead of changes that affect our financial pictures as well. For example, the IRS recently updated the limits for the 2026 tax year, which could positively impact your ability to save for the future! In the article below, we'll walk you through these updates.

When working on a comprehensive financial plan, it’s always a good time to check in and make sure you’ve buttoned up your retirement contributions to maximize your savings opportunities. The IRS recently updated the limits for the 2026 tax year, which could positively impact your ability to save...

01/23/2026

Are you familiar with the many facets of your "money story"? Many people don't realize how much their past and upbringing can shape their current financial picture — not just the numbers, but also the mental and emotional aspects of our behaviors. In her newest blog post, Briana discusses money stories and how we can use them to inform our decisions when looking to the future.

Take a look, and let us know what you think! If you're ready to delve into your money story and how it may be impacting your financial goals, we'd love to connect.

We can read all the financial literacy books in the world, but what often shapes us most, for better or worse, is what we learned about money growing up. These early lessons form what many financial planners call a money story: the beliefs, behaviors, and emotional patterns around money that develop...

01/05/2026

Join us this Wednesday!

01/01/2026

12/18/2025

If the new year, new me vibes are already starting to pull at your financial soul, we’ve got resources to help kick off your 2026 planning.

In partnership with RT Accounting Services, we’re delighted to take part in this month-long webinar series, focused on financial wellness at its core. Here’s the expert lineup!

Our very own Melissa Reaktenwalt with EViE Financial Group: Financial Planning for your Lifestyle | Jan. 7

Andrew Bloom of Profit Logic: Bookkeeping 101 | Jan. 14

SC Nealy, LPC, ACS, NCC, CCMHC, MA, MA of LGBTQ+ Counseling Collaborative, Inc.: Money and Relationships | Jan. 21

Johnathan Petro of CLDDS: Estate Planning for the LGBTQ+ Community | Jan. 28

If you're ready to refresh your financial know-how, join us! Registration details can be found here: https://rtaccountingservices.com/product/january-webinars-series/

12/12/2025

Money can be a tough thing to discuss, especially for those who aren't comfortable opening up about topics that can carry a lot of emotional weight. Even still, financial intimacy within a household is a critical component when laying the groundwork to reach your financial goals! In our blog post below, we offer some guidance that may help. If we can be of any assistance in this process, we'd love to chat!

Talking about money with a partner can be a lot like assembling IKEA furniture; easy for some couples, but for others...not so much.If you’re not in a partnership where money talk is effortless or you don’t yet know whether bringing financial intimacy into your relationship will go well, I bet y...

11/04/2025

We've seen some exciting news lately surrounding various organizations' efforts and even state-level moves to increase access to financial education and literacy for school-age children — we LOVE to see it!

In a recent article we explored this topic and discussions surrounding it. Take a look and let us know what you think!

Thoughts on financial literacy in education from Erin and her son Wyatt.I have always been a learn-the-hard-way kind of person, and while that has served me well in some areas of life, it has been nothing but a hindrance when it comes to my own personal financial picture. Learning by doing is not ea...

10/24/2025

Good morning, all! We're here at the Black Mental Wellness Conference, and already enjoying the vibes and opportunities to connect with incredible people.

If you're attending, we'd love to meet you! Stop by our booth for a quick chat, a treat, or a fun souvenir.

10/02/2025

Happy October, everyone! We're so excited to be participating in several events this month — we'd love to see you there!

Mental Health America Annual Conference:
Turn Awareness Into Action
October 16–17, 2025 | Capital Hilton, Washington DC

View From the E-Suite Virtual Summit
October 16–17, 2025 | Virtual Event

Black Mental Wellness Conference
October 24, 2025 | Silver Spring, MD

If you'd like to learn more about the events we have coming up or keep an eye on our blog, check out the links below! As always, if you'd like to connect with us, we'd love to chat.

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

https://www.eviefinancial.com/blog

EViE Financial community events includes retirement planning workshops, entrepreneur conferences, financial planning services and seminars, wealth management presentations and more.