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What’s on our mind? You can read about it in our blog. Whether it’s ideas from the industry or emerging trends, you can read about it here. And once in a while, we may throw in a movie review or some other surprise. So keep checking in. We’re glad to have you reading along.

Thursday, May 14, 2026

Hiring a financial advisor is a major decision. You are trusting someone to help guide your investments, retirement planning, tax strategies, and long-term financial future. But many people make the mistake of choosing an advisor based...

Monday, May 11, 2026

Choosing a financial advisor is one of the most important financial decisions you will make. The right advisor can help you build wealth, reduce taxes, prepare for retirement, and create a long-term plan for your family. The wrong...

Thursday, May 7, 2026

Retirement should be about enjoying the life you’ve built, not worrying about how much of your income is going to taxes. The reality is that taxes do not disappear once you stop working. They simply change form. If you live in Missouri...

Thursday, April 30, 2026

Retirement planning in 2026 looks different than it did just a few years ago. Contribution limits have increased, Social Security benefits received a cost-of-living adjustment, and healthcare costs continue to rise. Missouri residents...

Thursday, April 23, 2026

Your 2026 Financial Planning Guide: 7 Essential Steps to Build Wealth and Peace of Mind As we move through 2026, the financial landscape continues to evolve. Moderating inflation, potential interest rate adjustments, advances in...

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Monday, December 8, 2025

As the year winds down, most people shift into holiday mode travel plans, family gatherings, and trying to remember which cousin you forgot to buy a gift for. But for successful professionals earning $150k+ in Springfield, MO, the end...

Thursday, November 13, 2025

Maxed out your 401(k)? Learn what to do next with your money from Evans Wealth Planning — Springfield, Missouri’s trusted financial advisor for high-income earners.

Thursday, October 16, 2025

Be honest: how long have you been meaning to update your estate plan? When did you last review your insurance coverage? Are you confident your investment allocation is optimal, or is it just "fine"? When earning and accumulating wealth...

Thursday, August 14, 2025

As a financial advisor serving the Springfield, Missouri community, I've had the privilege of helping countless local families navigate their path to retirement. Whether you work for one of our area's major employers like CoxHealth,...

Thursday, August 7, 2025

Building wealth isn't about making dramatic financial moves or timing the market perfectly. Instead, it's about developing consistent habits that compound over time. As a financial advisor, I've seen clients achieve remarkable...

Thursday, August 7, 2025

As a financial advisor serving families throughout Springfield, Missouri, I frequently discuss education planning with parents who want to give their children the best opportunities possible. One of the most powerful tools available to...

Thursday, July 10, 2025

It’s easy to put off financial planning. You tell yourself you’ll start when you make more money, when work slows down, or when life feels a little more stable. But here’s the truth is, waiting has a cost. And it’s not just about...

Thursday, July 3, 2025

The first five hundred thousand dollars is the hardest part of building wealth. No question. It takes the most time, the most discipline, and the most consistency. You don’t have years of compound growth working in your favor yet. It’s...

Wednesday, July 2, 2025

Walk into any financial advisor’s office, and you’re likely to see a wall or a LinkedIn headline filled with acronyms. CFP®, CFA®, ChFC®, RICP®, CKA®, CLU®, AIF®, CRPC®… We need to get rid of the alphabet soup. It's time.

Wednesday, June 25, 2025

Making a lot of money is great. It opens doors, creates options, and can fast-track your goals. But here’s the catch, income alone doesn’t equal financial freedom. I’ve worked with people making three hundred thousand a year who feel...

Thursday, May 15, 2025

Starting this year, Missouri residents may no longer owe state income tax on capital gains — a major shift that could reshape how you manage your investments, real estate, and business assets. The bill has passed both the House and...

Thursday, May 8, 2025

Retirement is a milestone worth celebrating but it can also be a financial minefield if you're not careful. After helping dozens of people transition into retirement, I’ve seen firsthand how avoidable mistakes can turn a dream...

Thursday, May 1, 2025

1. Take Advantage of Springfield’s Cost of Living Compared to larger metropolitan areas, Springfield offers a more affordable cost of living, making it easier to save and invest. Lower housing costs mean you can put more money toward...

Thursday, April 17, 2025

Summer often feels like the perfect time to take your foot off the gas—but when it comes to your finances, it’s a great season to reset, review, and make progress. Whether you're spending more time outdoors, traveling, or just enjoying...

Thursday, April 10, 2025

Many entrepreneurs build businesses without an exit strategy in mind, but the most successful ones know that a sellable business is a valuable business. Whether you plan to sell in a few years or decades, here’s how to maximize your...

Thursday, April 3, 2025

For many small business owners, financial metrics can feel like a foreign language. One term that frequently comes up in financial discussions, especially when seeking investment or evaluating business performance, is EBITDA. But what...

Thursday, March 27, 2025

As a medical professional, your high income also means a high tax burden. Without proper planning, you could be paying more than necessary in taxes each year. Fortunately, there are several legal strategies to reduce your tax bill and...

Thursday, March 20, 2025

Becoming a doctor is a rewarding career, but it often comes with a hefty price tag. Many medical professionals graduate with six-figure student loan debt, creating financial stress even with a high earning potential. The key to...

Thursday, March 13, 2025

As a medical professional, your high income also means a high tax burden. Without proper planning, you could be paying more than necessary in taxes each year. Fortunately, there are several legal strategies to reduce your tax bill and...

Thursday, February 20, 2025

As a business owner, you work hard to generate revenue, but taxes can take a significant chunk of your profits if you're not strategic. The key to keeping more of your money is maximizing tax deductions. Here’s how you can do it...

Thursday, February 13, 2025

Valentine’s Day is all about romance, but let’s be real—dating can get expensive. Between fancy dinners, weekend getaways, and gift-giving, it’s easy to feel pressure to spend more than you should. The good news? You don’t need to...

Thursday, February 6, 2025

Tax season is here, and for a lot of people, that means a refund check is on the way. The average refund is around $3,000—enough to make a real impact on your finances. But too often, that money disappears on impulse purchases before...

Thursday, January 23, 2025

Nestled in the Ozarks, Springfield, MO, offers a unique blend of small-town charm and big-city opportunities. Whether you're starting your career, building a family, or planning for retirement, this community provides the perfect...

Monday, January 13, 2025

As the calendar flips to a new year, it's the perfect time to evaluate your financial goals and set resolutions that can pave the way for a brighter future. Here are five actionable financial resolutions to help you start 2025 on the...

Monday, November 25, 2024

Owning a business is a rewarding yet demanding pursuit that often comes with round-the-clock responsibilities, and managing finances is a major component of that workload. Financial planning can be the key to helping business owners...

Monday, November 25, 2024

Traveling to Europe is an exciting adventure, but navigating payment systems abroad can sometimes be tricky. One of the smartest moves you can make before your trip is to choose the right credit card for international use. The right...

Wednesday, November 20, 2024

Whether you wear a white coat or not, a solid financial plan is essential to your success. See how we can help you plan for your future and take control of your finances.

Monday, November 18, 2024

For many doctors, the demands of their profession make it challenging to strike a balance between work and personal life. Often, the pressures of medical practice, including irregular hours, high stress, and the responsibilities of...

Wednesday, November 13, 2024

As a medical professional, you know accidents happen all the time, why not be prepared?

Wednesday, November 6, 2024

As a young executive, your career trajectory is on the rise, and with that growth comes new financial responsibilities and opportunities. While you may be focused on climbing the corporate ladder, it’s equally important to build a...

Monday, November 4, 2024

If you drive around Springfield, you may notice there are many businesses and places referring to the "Queen City" but what does the nickname mean and how did it come to represent the city we call home? Let’s explore the history behind...

Friday, November 1, 2024

As the holiday season nears, there’s one iconic attraction in the Ozarks that locals and visitors alike won’t want to miss: the Christmas lights at Silver Dollar City. Every year, this 1880s-style theme park transforms into a winter...

Wednesday, October 30, 2024

Navigating the financial landscape can be daunting, especially for young people just starting their financial journey. From budgeting to saving for retirement, there are numerous pitfalls that can lead to long-term financial challenges...

Wednesday, October 23, 2024

In today’s fast-paced world, managing personal finances can be overwhelming. Whether you’re just starting your career, planning for retirement, or navigating significant life changes, having a clear financial strategy is essential....

Wednesday, October 16, 2024

Traveling can be one of the most enriching experiences of your life, but it can also strain your finances if you’re not careful. I believe that with a bit of planning and smart strategies, you can explore the world without breaking the...

Wednesday, October 9, 2024

When we talk about financial planning, most of the focus tends to be on accumulating wealth, saving for retirement, and optimizing taxes. While these are essential elements of a sound financial strategy, there’s one critical aspect...

Tuesday, September 10, 2024

As a high earner, your time is one of your most valuable assets. With a demanding career, long hours, and multiple priorities, it’s easy for personal financial planning to take a back seat, let us do it for you.

Thursday, August 29, 2024

Your first meeting with a financial advisor is a crucial step toward securing your financial future. It’s your opportunity to ensure that you’re working with someone who understands your goals, aligns with your values, and has the...

Wednesday, June 19, 2024

Financial Advisor vs. Salesperson: Understanding the Differences When navigating the complex world of personal finance, distinguishing between a financial advisor and a salesperson is crucial. Both roles involve financial products, but...

Thursday, May 9, 2024

In the realm of managing business finances, one tool often overlooked but immensely beneficial is the business credit card. Beyond its convenience for transactions, a business credit card can be a powerful ally in tracking deductible...

Thursday, May 9, 2024

In the realm of managing business finances, one tool often overlooked but immensely beneficial is the business credit card. Beyond its convenience for transactions, a business credit card can be a powerful ally in tracking deductible...

Monday, April 29, 2024

Annuities have long been a topic of intrigue and debate in the world of personal finance. For some, they represent a stable source of income in retirement; for others, they are complex financial products with hidden pitfalls. In this...

Tuesday, January 16, 2024

As the new year unfolds, many of us embark on resolutions to improve various aspects of our lives. One crucial area that often takes center stage is personal finance. Creating a solid budget at the start of the year can set the tone...

Monday, November 13, 2023

Credit cards offer various financial benefits, from rewards and cash back to travel perks and protection. While the primary purpose of credit cards is to make payments convenient, they can also have tax implications, particularly when...

Wednesday, November 8, 2023

Cash-back credit cards have gained immense popularity in recent years, and for good reason. These cards offer a simple and effective way to put money back into your pocket with every purchase you make. Whether you're a frequent shopper...

Wednesday, November 8, 2023

Credit cards have become an essential financial tool for millions of people around the world. While they offer various benefits such as convenience and security, one of the most attractive perks is the ability to earn reward points....

Wednesday, October 11, 2023

Guiding Toward Financial Clarity: New Beginnings   In this business, it’s easy to be taken advantage of, let down, and lied to.   We had a meeting with a new client this week who had been let down by someone that they...

Wednesday, July 19, 2023

Life insurance is often associated with the primary breadwinner of a family, but it's crucial to recognize the immense value that stay-at-home spouses bring to the household. Despite not having a traditional income, their contributions...

Thursday, March 16, 2023

Life insurance is a type of insurance policy that provides financial support to the policyholder's loved ones after they pass away. While most people purchase life insurance with the goal of providing for their families in the event of...

Tuesday, March 14, 2023

Credit cards can be incredibly useful financial tools when used responsibly. They offer a convenient way to make purchases, earn rewards, and build credit. However, not all credit cards are created equal, and maximizing the benefits of...

Friday, March 3, 2023

Thursday, March 2, 2023

If you leave your job, you have several options regarding your 401k account:1. Leave the money in the plan:You may be able to leave your 401k account with your previous employer's plan. However, it's important to note that you won't be...

Thursday, February 2, 2023

Life insurance is one of the most important and often overlooked aspects of personal finance. It provides financial security for your loved ones in the event of your unexpected death, ensuring that they can maintain their standard of...

Thursday, January 12, 2023

One of the most important triggers for needing life insurance is a growing family. Whether you just got married or are expecting a child, you may need to check on your life insurance policy.HomeYou should periodically review your...

Tuesday, January 10, 2023

Life Insurance Myths Life Insurance is too expensive                Life insurance may be expensive, but it will only get more expensive. Life insurance is...

Tuesday, December 20, 2022

Financial New Year’s Resolution Below are a couple of ideas that you can use to get on track to start 2023. Using one of these would be an excellent way to take control of your finances in the new year, or try coupling a...

Wednesday, December 14, 2022

If you are behind on your retirement plan savings, there are steps you can take to change that. Doing these simple things will help you grow your retirement and get you back on track. 

Monday, October 17, 2022

Choosing whether to work with a financial planner is a big decision, one that will affect you and your finances for years to come, so it's important to really consider your options. People often think that they can do it themselves,...

Thursday, October 6, 2022

Credit Cards!A credit card is sometimes a necessary evil. When used properly, a credit card is simply another tool in the toolbox.  So, how do you know if you need one? Well, it is important to first understand how a credit card...

Thursday, July 7, 2022

Let's face it, there are so many mistakes to make with our money. Whether it is with investing, saving, or the habits of money there is always something to learn. Read this post if you are starting your journey, or just want to learn more.

Tuesday, July 5, 2022

Everyone wants to save money, but sometimes it is hard to get started. Here I have laid out 9 easy ways to get started saving money, and hopefully they will be building blocks on the path to financial freedom.

Tuesday, June 14, 2022

Money is a topic that is on everyone's minds all the time. In this post, I outline a couple of things that we hear all our lives that may not be the best advice. Our goal is to try to keep you from making some of these big mistakes.

Friday, December 3, 2021

Qualified Charitable Distributions or QCD's can be a great way to help reduce your taxable income each year. QCD's are also a great way to meet the demands of your Required Minimum Distributions each year. If you did not know, owners...

Monday, November 1, 2021

We have officially entered the holidays season, Thanksgiving is quickly approaching and Christmas is right behind it! Within all that excitement hides a tiny tiny bit of dread, or a lot of dread depending on who you are. That dread is....

Monday, October 11, 2021

Your finances are like a tool box each tool represents a different and important feature that makes sure you can get the job done and build the financial security you have worked so hard for. While hammers and drills may represent the...

Monday, October 11, 2021

Life insurance is just about the worst thing to bring up in a conversation, but not for most financial advisors! Life insurance is many advisors favorite part of the financial planning process, and why? Because typically it rewards...

Friday, October 8, 2021

Social security has been around since 1935 and ever since then it has been promised as a support fund to assure our elderly generation has a comfortable and safe retirement. While social security may only be paid out to Americans in...

Monday, October 4, 2021

As we enter into the last few months of the year, it is always important to begin to remind ourselves of all the tasks that need to be taken care of before the new year arrives. Several of those tasks include financial activities, and...

Friday, September 24, 2021

Business owners listen up, November 2nd of every year is the deadline to switch your company from a SIMPLE IRA plan over to a 401(k) plan for the following year. A SIMPLE IRA plan is designed specifically for smaller businesses to use...

Monday, September 13, 2021

Cryptocurrencies are very new in the finance world compared to other forms of investing. They also rely heavily on mysterious technology that not a lot of people know about. This newness paired with the unknown behind it makes...

Wednesday, April 28, 2021

A lot of times people take the value of advise for granted when it comes to financial planning. As humans, we always want to think that we can do things on our own, and while it might be true that we can, a lot of times we can do...

Tuesday, April 27, 2021

Investing into the stock market can be scary. No one really knows how the market will perform on a day to day basis, making it hard to know for certain that you will make money. While this is true, people who invest for the long run...

Tuesday, April 20, 2021

One of the most important things you can do when you start financial planning is starting your emergency fund. If you listen to people like Dave Ramsey, he will tell you to have 3-6 months worth of expenses built up in your emergency...

Wednesday, April 14, 2021

What is the biggest asset you have? If your answer is your house, car, or cash, you'd be wrong. The biggest asset we all have is our health. Without your health, you have nothing. Your health enables you to go on vacation, spend time...

Wednesday, April 7, 2021

We always want to find good deals on products when we go shopping. Why would you want to pay more for something when there's an alternative that works just the same? And while this train of thought is fine for some products, it doesn't...

Tuesday, April 6, 2021

People don't usually associate their health with their wealth, but the reality is that those two things go hand in hand. You need to be healthy in order to live a long life and enjoy the money that you've worked so hard to earn. That's...

Thursday, April 1, 2021

One mistake a lot of people make when they first start making money is buying a house that is too big for their budget. Of course we want to look successful and rich by living in a nice big house, but what's more important than looking...

Wednesday, March 24, 2021

So what's the difference between financial planning and simply having a financial plan? Is there even a difference? The short answer, yes! A financial plan is simply a document that tells you how to spend and save your money, financial...

Tuesday, August 25, 2020

Did you know that you spend roughly ⅓ of your life in your bedroom? It’s crazy to think about, but it's true. And doing something as simple as making your bed can make all the difference. It’s very hard to feel calm and...

Wednesday, September 4, 2019

Let’s talk about the elephant in the room, BUDGETING! There are millions of interesting things to talk about in the world, like the solar system or ice fishing, but budgeting is usually not one of those. It may be boring or...

Wednesday, September 4, 2019

Do you ever feel like your life is slipping into a disorganized chaos? How often do you forget to do important tasks, such as picking up the dog from the vet or finding time to buy groceries? Missing these tasks, although may seem...

Wednesday, September 4, 2019

Is the stock market adding to your list of woes? You’re not the only one, just these past few weeks we’ve seen a steady drop in the stock market, causing a nationwide panic for what this could mean. In moments like this,...

Wednesday, September 4, 2019

When was the last time you took a vacation? One of the best parts about my job is helping my clients improve their quality of life. I am a big believer in taking breaks and keeping stress to a minimum, that’s I welcome clients...

Wednesday, September 4, 2019

Hmmm...on a scale of 1-10, how much do you like budgeting? If your answer is anywhere from the 1 to 4 range, this post is for you! Keep up the good work and stick to your budget! Just like dieting, budgeting restricts your money and...

Tuesday, June 26, 2018

Lately, I've been noticing a dangerous trend. No, it's not bungee jumping or monster truck conventions (fun)... but something seemingly benign. It has to do with the personal fundraising site GoFundMe. Don't get me wrong, GoFundMe has...

Tuesday, May 1, 2018

Did you just have kids? Are you a newlywed? If you can answer 'yes' to either of these two, you should take note of the following things to consider when you're structuring a financial plan. 1. Emergency Funds If you have kids, it's...

Thursday, April 26, 2018

Here are some ways to NOT keep you on the path to financial security. Avoid these money shortfallings so you can be better prepared and less stressed for you and your family 1. Not Being Prepared for the Worst The great Stoic...

Wednesday, April 11, 2018

If you're able to teach your kids how to understand money from an early age, they will 1. Start early! Kids understand more than you think. Introducing your kids to money as soon as they're able to count will expose them to the value...

Tuesday, April 3, 2018

You may have a clear trajectory in mind of where you want to end up in life, but identifying how to get there can be foggy. If you are serious about success and willing to put in the energy to reach your goals, it becomes crucial to...

Tuesday, March 20, 2018

It's time for a good spring cleaning! While you’re tidying up the home, we encourage you to also take some a moment to organize your finances. Your money needs some attention too, it's well worth the effort. Putting in an...

Wednesday, February 28, 2018

Springfield, MO was made for Spring. We're situated in the perfect part of the country to create crisp, cool mornings and warm afternoons that are great for hiking, gardening, or all of the above! Here at the office we came up with...

Wednesday, September 20, 2017

I have to believe this is the next big thing in the world of tech and parenting. A new app has hit the market, ‘BusyKid’, which teaches young learners to be financially savvy with a mobile allowance system. Parents are...

Wednesday, September 6, 2017

Our latest installment of our biweekly blog will be dedicated to covering the latest apps and other technologies that make our lives easier! We like to test out the the most current, innovative, and simple ideas so you can find out...

Tuesday, August 22, 2017

You have a family, a career, hobbies, and more. You know better than anyone that time is of the essence! Here are 4 ways to help you understand the importance of time and planning wisely. It’s easy to get caught doing the same...

Wednesday, August 2, 2017

There are numerous benefits in investing in the US middle market. With the average annual yield nearing 7%, the national middle market is ranked as the second highest contributor of revenue in the US economy, directly under the S&P 500...