Archive for October 2015

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…

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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…

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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…

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Safe Isn’t Always Safe

We came across this article in the Lowell Sun and wanted to share it with our clients. Don’t gamble your retirement savings away. Safe isn’t always safe by Stephen Kelley “But is it safe?” This is one of the most perplexing questions I get from people who are considering using our income-planning services. More often…

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