Skip to main content
Everest Financial Advisors logo
menu
  • Home
  • About
  • Our Team
  • Services
  • Blog
  • Email Us
  • Client Portal

Blog

James Estep | Aug 6, 2025

Your Role & Responsibilities as an Agent in a Power of Attorney (POA)

Investments
Finance
Tax Planning
Insurance
Estate Planning
A power of attorney (POA) can grant you certain authority and specific responsibilities. While the extent and limitations of POAs can vary based on many factors
Read More
James Estep | Aug 1, 2025

Practical Tips: How to Avoid These 4 Estate Planning Missteps

Finance
Lifestyle
Estate Planning

First, let’s start by uncovering the most common mistake in estate planning…

Surprisingly, this frequently made mistake might already be on your doorstep. A

Read More
Image of old building on American banknote
James Estep | Jul 22, 2025

What the New Tax Bill Could Mean for You: 7 Big Changes You Should Know About

Tax Planning
Finance
It’s called the “One Big Beautiful Bill Act,” and it could represent a big overhaul to household finances.
Read More
default blog image
James Estep | Jul 16, 2025

Why Patience Beats Perfection: The Long-Term Investor's Guide to Market Timing

Finance
Investments

Over the course of your investing life, you’ll encounter market lows and highs. Headlines often spotlight the extremes, especially when markets reach record

Read More
James Estep | Jul 2, 2025

From Boomers to Gen Z: A Generational Look at Money Habits and Financial Choices

Lifestyle

What financial habits have helped you most in life?

Which ones have held you back?

No matter how you answer those questions, your money habits have a lot to do

Read More
S&P 500 Chart after Geopolitical Events
James Estep | Jun 25, 2025

Markets Are Reacting. Should You?

Investments
If your portfolio is built around your goals and properly diversified, it's designed for moments like this.
Read More
James Estep | Jun 18, 2025

5 Smart Ways to Use Your Tax Refund in 2025

Investments
Finance
Tax Planning

Tax season might not spark joy, but a refund sure can.

In 2025, the IRS estimates the average federal income tax refund will top $3,170.1 That means a lot of

Read More
default blog image
James Estep | Jun 4, 2025

The New Face of Fraud: How AI Is Changing the Scam Game

Technology

Technology has changed nearly everything about the way we live, work, and connect including how scammers operate.

Once upon a time, scams came in the form of

Read More
A chart of Federal Debt held by the public
James Estep | May 27, 2025

U.S. Credit Downgrade: What Savers and Investors Should Know

Investments
Finance
One of the world’s top credit rating agencies just made a move no one wanted to see, and the financial media took notice. As you might have guessed, that
Read More
James Estep | May 21, 2025

Financial Spring Cleaning: 8 Ways To Refresh Your Finances

Retirement
Investments
Savings

As spring arrives and the weather warms up, many people turn their attention to cleaning out closets and organizing their homes. According to a recent survey

Read More
James Estep | May 7, 2025

5 Time-Tested Investment Strategies to Match Your Financial Mindset

Investments

What makes one investor stick with their strategy through market swings while another panics and pulls out?

Often, it comes down to mindset.

Your investing

Read More
James Estep | May 1, 2025

The patience premium: What market history teaches us

Investments
“How long will this last?” “Will markets bounce back?” “Should I make a change now?” These are some of the most common and understandable questions investors
Read More

Pagination

  • Current page 1
  • Page 2
  • Page 3
  • Page 4
  • Next page Next ›
  • Last page Last »

Take the First Step—Schedule a Call!

Are you ready to stop worrying about making choices that will deplete your nest egg too soon? Take the first step toward feeling empowered by making informed decisions that will help you approach the next chapter of your life with confidence. Schedule an introductory call today.

Schedule a Consultation

Office

9720 Stirling Road
Suite 107
Cooper City, FL 33024

Contact Info

P | 954-233-1960
E | info@everestfa.com

       

Get in Touch

The information contained herein has been obtained from sources believed to be reliable but the accuracy of the information cannot be guaranteed.

ADV PART 2A 2B

© 2025 Everest Financial Advisors All rights reserved.