225 Broadhollow Road
Suite 105
Melville, NY 11747

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Evergreen Planning

(631)584-2299

 

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.”

 
 
Coaches

Coaches

Coaches have helped you your whole life, in ways big and small. We'd like to be one of them.

Alzheimer's Awareness

Alzheimer's Awareness

Things you can do to reduce the risk of dementia

A New Way to Look at Your Bucket List

A New Way to Look at Your Bucket List

Bucket lists don’t have to be for tomorrow.

 

A Cheat Sheet for Sending Your Kid to College

Dropping off your child is loaded with emotions; here are a few tips for a smoother experience.

How to make charitable giving a lifelong pursuit

Giving is good for the recipient – and the giver.

Why you need a financial QB asap

A financial quarterback is someone who understands your finances and your life

A House Divided

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

Alzheimer's Awareness

Things you can do to reduce the risk of dementia

Prevent a Rift: Money Tips for Newlyweds

Couples may be able to head off many of the problems in a marriage that money can cause.

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Comparing Mortgage Terms

Estimate the total cost in today's dollars of various mortgage alternatives.

Bi-Weekly Payments

This calculator estimates the savings from paying a mortgage bi-weekly instead of monthly.

How Much Home Can I Afford?

With a few simple inputs you can estimate how much of a mortgage you may be able to obtain.

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A New Way to Look at Your Bucket List

Bucket lists don’t have to be for tomorrow.

Coaches

Coaches have helped you your whole life, in ways big and small. We'd like to be one of them.

Consider These 3 Things Before Driving Off the Lot

Here are 3 quick tips to keep in mind when buying or leasing your next vehicle.

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