Evergreen Blog

Embark on David Stanfield's career journey, from his early days at the University of Washington to founding Evergreen Wealth Management. With a passion for numbers and a dedication to helping individuals make informed financial decisions, David's 20 years of industry experience have shaped his commitment to providing tailored financial planning and investment management services. Learn more about David's story and how he can help you achieve your financial goals.

Dive into the world of retirement savings plans with this insightful quiz! Discover the truth behind common misconceptions about contributing to your plan, understanding employer matches, navigating plan loans, and making informed investment decisions. Whether you're just starting your retirement savings journey or nearing retirement age, this quiz will help you better understand key aspects of managing your retirement funds.

Determining how much house you can afford involves more than just considering your annual salary. In this guide, we delve into the intricacies of assessing your financial situation to establish a realistic budget for homeownership. From understanding your monthly income to factoring in housing-related expenses like maintenance and utilities, we provide actionable advice to help you make informed decisions. Plus, learn the importance of mortgage prequalification and preapproval in securing the right home within your financial means.

Balancing the financial demands of saving for retirement and funding your child's education can seem daunting, but with careful planning and strategic decision-making, it's possible to pursue both goals simultaneously. Begin by assessing your financial needs for retirement and college, considering factors such as timeline, anticipated expenses, and available resources. Then, prioritize your goals and determine what you can afford to put aside each month. To explore further insights and practical tips for navigating this financial juggling act, read on.

Charitable gifting offers not only the opportunity to support causes you care about but also significant tax benefits. From outright gifts to split interest gifts in trust, there are various options available for donors to make a meaningful impact while maximizing tax savings. Learn more about the tax advantages of charitable giving and how to choose the right charitable vehicle for your philanthropic goals.

Losing or having your credit card stolen can be a distressing experience, but knowing your rights and taking prompt action can help mitigate potential losses. In this guide, we explore what to do if your credit card goes missing, including steps to take, your liability for unauthorized charges, and how to protect yourself from financial harm. Whether your card is lost, stolen, or used without your permission, understanding your rights is essential for safeguarding your finances.