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Who Wants to Be A Millionaire?

As the title of the popular game show suggests, everyone wants to be a millionaire. But how do you get there? The truth is that you don’t have to be an internet entrepreneur or even [...]

Compounding Interest is Your Rocket Ship to Financial Freedom

A math problem for the ages: would you rather have a million dollars right now or a penny that is doubled every day for a month? Several math teachers have tried to trick people with [...]

5 Savings Hacks You’re Missing Out On

We all have our spending habits. Some people buy coffee every day on their way to work. Other people go out for lunch a few times every week. These purchases you’re making on a whim [...]

Are Your Subscriptions Outsmarting You? 4 Money Hacks to Get You Back on Track

In recent years, we have seen a rise in services that charge a regular monthly fee. The monthly fees are usually low and, as a result, many people do not see them as significant expenses. [...]

4 Investing Basics Every 35 Year Old Should Know

There are always a lot of questions and uncertainty when it comes to money. And, as we get older and take on more responsibilities and goals for ourselves, we immediately start thinking about how we [...]

Are You an Adult? Ask Yourself these 4 Money Questions

For some, being an adult is simply a number. For many more, being an adult is a state of mind. Adults have additional responsibilities and manage their lives in a different way. If you’re trying [...]

Make Financial Fitness Part of Your Daily Routine

At Evati, we like the term “financial fitness.”  So, what does that mean?  To us, financial fitness means having your finances in shape so they help you achieve your financial goals. Like your very own [...]

You Got Your First Real Job – Now What?

Congrats! You have served your time in the classrooms, worked hard to get some job experience, and now you’ve finally landed your first “real” job. The thrill of landing a real job can quickly be [...]

I Have Less Than $20 In My Checking Account. Can I Start Investing?

People have lots of reasons to put off saving and investing. “I have plenty of time to start saving,” or, “I have other things to put my money toward.” However, one of the most common [...]

We’re Here to Help

Are almost half of all Americans really living paycheck to paycheck? When I ask this question to colleagues that I work with in financial services, they are surprised by the answer.  Ask anyone who lives this experience every day and they know the answer.  My personal obsession with this question started when I read Neal Gabler’s article, “The Secret Shame of Middle Class Americans”. I have spent more than 25 years working at the crossroads of finance and technology.  Given the profound effect that money has on everyone’s life, I have always found it to be a fascinating industry.  […]