Archive for December 2015

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…

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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…

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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.…

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