2015 | In Review

Here’s a look back at some highlights of 2015 for Everest Wealth Management. Wishing everyone a happy, healthy and prosperous new year. January 2015 | New year, new look. We kicked off 2015 in The Producers’ studio to tape an all new segment for The Money Guys. May 2015 | Everest sponsored the Blue Valor Foundation’s Salute…

Read More

Retirement for Millennials | Start Now

If you read or watch the news today, you will likely hear how millennials are much worse off than previous generations. Ridden with obscene student debt, they also face a very difficult job market, as it is the highest educated generation with more competition for jobs. Even worse, there are endless headlines posing the question…

Read More

Don’t Dip into Retirement Savings for Holiday Spending

                    According to a recent study conducted by T. Rowe Price (2015 Parents, Kids & Money Survey), 62 percent of parents say they overspend on their children during the holidays. On top of that, 7 percent admit to tapping into retirement funds to support this spending.…

Read More

Team Member Spotlight: Taylor McCandless

This month we are celebrating our Operations Specialist Taylor McCandless’ second year as a member of the Everest Wealth Management team. Taylor came to us from Towson University where he studied business administration with a concentration in finance. He is responsible for operations, marketing and operations. Get to know one of our cherished team members…

Read More

To Do: Take Your Required Minimum Distribution from Your IRA

Attention retirees: The deadline to take your required minimum distribution is fast approaching. According to Fidelity, 67 percent of IRA holders that fall within the requirement have yet to take their distribution. If you or a loved one are 70 ½ years or older, read our quick fact sheet and tips to ensure you meet…

Read More

Social Security Change Coming | What You Need to Know

                  Lawmakers recently passed the Bipartisan Budget Act of 2015, intended to prevent a government shutdown. But this bill also has major implications for baby boomers who planned to take advantage of two common Social Security benefit strategies: “file and suspend” and “restricted application.” What are the…

Read More

Be a ‘Shadow Millionaire’

By Philip Rousseaux for Baltimore Post-Examiner Many Maryland baby boomers have enjoyed long careers with the federal, state, or local governments of Maryland. As a result of Baltimore’s close proximity to Washington, D.C., many retirees are “Shadow Millionaires.” What is a Shadow Millionaire Michael DiPaula, a financial representative with the Everest companies, is one of…

Read More

Get to Know our Newest Team Member: Michael Braun

We recently welcomed Mike to our team this summer as a financial representative. Mike helps clients identify and tailor retirement options to their income needs and future goals. Get to know our newest team member better. Where did you grow up? Minneapolis, Minnesota Why do you like working at Everest? I enjoy working for Everest because…

Read More

Everest Forms Charitable Partnership with the Maryland Food Bank

In honor of Hunger Action Month, Everest Wealth Management donated $5,000 to the Maryland Food Bank in support of the movement to end hunger. The Everest team presented a check during a visit to Maryland Food Bank headquarters on Sept. 28, when they volunteered for three hours in the food bank’s warehouse. “Collaborating with companies…

Read More