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Woodbury, NY 11797

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Evergreen Planning

(516) 677-6213

 

Lifestyle

Creating a life map involves a close review of personal finances and an assessment of other building blocks. Lifestyle matters look at how to balance work and leisure, how to make smart choices for the future, and many other items in an effort to help an individual “enjoy the journey.”

 
 
Video: The Independence of Financial and Emotional

Video: The Independence of Financial and Emotional

Greater financial and emotional confidence brings greater independence. Isn’t that what it’s all about?

Infographic: Family Caregivers – Unseen labor in America

Infographic: Family Caregivers – Unseen labor in America

For many employees, work is not limited to the workday and expands to include the role of caring for loved ones at home before, after, and often during their jobs...

A New Way to Look at Your Bucket List

A New Way to Look at Your Bucket List

That big list of dreams and goals isn't the only way to look at your bucket list.

 

Infographic: The ABCs of Financial Literacy

So you think you know what it means to be financially literate? See if your knowledge stands up against this infographic.

The Financial Literacy Crisis

Many Americans are operating their personal finances with only the barest minimum of knowledge.

A House Divided

By understanding a few key concepts during a divorce, you may be able to avoid common pitfalls.

Five Ways to Help Make Your Money Last Longer

Americans are living longer. But will your money keep pace? Discover retirement planning strategies to keep you covered.

How Financial Decision-Making is Like Camping

It takes a plan to be successful when you head into the wilderness. Your finances are no different.

Money Draining Food Myths

These food myths will really put a drain on your wallet.

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The Independence of Financial and Emotional Well-Being

Greater financial and emotional confidence brings greater independence. Isn’t that what it’s all about?

Video: The Independence of Financial and Emotional

Greater financial and emotional confidence brings greater independence. Isn’t that what it’s all about?

A New Way to Look at Your Bucket List

That big list of dreams and goals isn't the only way to look at your bucket list.

View all videos arrow