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What’s going on in the minds of the EFA team? 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 surprise. So keep checking in. We’re glad to have you reading along.

 

Tuesday, June 18, 2019

Last month we took a look at some of the apps available for planners who plan on the go with a mobile device in hand at all times. If this all sounds like way too much digital interference in the joy you experience when you cross...

 

Friday, May 17, 2019

Some people (if you’re lucky, you’re one of them) exist in a natural tidy state. This could mean that their home or office space is always organized and dusted. This could mean that they get that haircut meticulously at...

 

Monday, April 15, 2019

As we try to create better and better armor for our online presences against the attacks of identity thieves, some of our older methods are beginning to seem not just old but antiquated. Against more sophisticated hacking techniques...

 

Monday, April 1, 2019

VICTOR, NY– Apr. 1, 2019 - Victoria Bach of Evolution Financial Advisors in Victor, attended Securities America’s 2019 Masters Forum from March 14-16, 2019, on Amelia Island, off the east coast of Florida. Bach attended...

 

Friday, March 15, 2019

Are you a working mom or dad? Do you have too much on your plate? Boy, do I know the feeling. I am a divorced mom of two children, taking care of an elderly parent, running my own business, and trying to find time for myself too....

 

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Thursday, February 21, 2019

One of the best ways to increase productivity is to create an ideal work space. Obviously, this should be one that is quiet, free from too many distractions, and has a desk set up with easy access to those items you use most: your...