The national media often seek the advice and expertise of professionals at Evermay Wealth Management. Below are some recent highlights.

Simplifying 401(k) Investment Decisions

Simplifying 401(k) Investment Decisions

Deciding how to invest your 401(k) can feel overwhelming, but it doesn’t have to. Learn More
Quarterly Review and Outlook - January 2025

Quarterly Review and Outlook - January 2025

January 14, 2025 - Insights from Shakespeare on your estate and financial plans as 2025 gets underway. Learn More
Quarterly Review and Outlook - October 2024

Quarterly Review and Outlook - October 2024

October 14, 2024 - Will political uncertainty derail your investment strategy? Learn More
The 529 Plan Advantage for Grandparents

The 529 Plan Advantage for Grandparents

September 13, 2024 - New changes to the FAFSA Simplification Act allow grandparents to fund their grandchildren’s education through 529 plans without affecting financial aid. Learn More
Joni Alt, CFP®, EA Appointed Chair of NAPFA

Joni Alt, CFP®, EA Appointed Chair of NAPFA

September 1, 2024 - Joni to begin her term as NAPFA Board of Directors Chair for the 2024-2025 year! Learn More