Blog

Roots and Celebrations: Women's History Month

Holiday Aftermath and Beyond

Practicing Gratitude in the Workplace

EFA Holiday Family Traditions

No matter where you celebrate or with whom, there are always unique personal traditions that accompany any holiday. This month, we wanted to share a few of our winter holiday traditions. From our family to yours, best wishes for the...

The Fierce Competition of the Office Potluck

There are few social rituals as complex or as American as the potluck. While I had thought that the potluck, as a dining form, was absolutely universal, in discussions with foreign friends, I learned that what we think of as a common...

Autumn Means Trails: Beginner Hiking Tips

When the weather starts to turn chillier, it’s difficult to give up all the outdoors activities that are enjoyed throughout the summer. But beaches and picnics don’t work as well with the cool breezes and changing leaves. A...

Flexible Working and What That Means to You

One of the most lasting effects of 2020 across all industries was the move for many employees to a work-from-home arrangement. With the introduction of the COVID-19 vaccine and other improvements, some workers have returned to their...

This Is Where I Leave You: How to Let Your Clients Know You’re Retiring

Settling on the right time for retirement after a long career is a big decision. It’s an even bigger decision when you’re a financial advisor who has worked for years to grow your own business. Having a solid succession...

Summertime Client Engagement

With the country opening up for the summer and families returning to vacations and sports and the things that kept everyone so busy before, it can be a challenge to engage with clients during this season. However, that doesn’t...

How's That Pandemic Work-Life Balance?

Working from home during the pandemic has taught self-employed financial professionals many things. While those who are entrepreneurs have largely adapted already to working outside of a classic office setting, things like learning to...

What Is Your Time Worth?

Knowing yourself is a huge part of being a successful financial professional. You are your brand, after all, and the heart of the business that you’ve been building since you set out on this journey is identifying your own unique...

Spring Expectations

The iconography of spring is pretty well-known. Early-blooming flowers clustered around the trunks of trees newly decked out in fresh bright green leaves that were buds only a week ago. Eggs the color of a cloudless sky waiting in...

How to Recover from a Cyberattack

While prevention is a huge part of cybersecurity, there’s no defense that is 100%, particular as cyberattack methods change and evolve continually to get around them. Even if you’re careful, chinks in the technology...

It's not just about knowing your goals

When looking for opportunities at the start of the year, it’s easy to get overwhelmed by the avalanche of advice, personal ideas, and worries that might be leftover from last year. This overload of information and concerns might...

Things We Found During a Pandemic

Conversations over the past nine months have inescapably turned from whatever topic they were about to COVID-19. That’s not exactly a surprise—a worldwide pandemic that has majorly disrupted lives and the economy is bound...

Non-Conventional Holiday Gifting for Clients

As we approach the holiday season, the question of how best to show your appreciation for your clients’ loyalty is raising its head. In an age of social distancing and safety concerns, open houses and cocktail parties are no...

Business Continuity Month

While no one wants to think about a worst-case scenario, an emergency won’t take your feelings into consideration. Effective planning for your business to navigate potential catastrophic challenges is actually a way to give you,...

Home Office Mini Workout Break

While working from home, you may be working in a chair that doesn't love your back as much as the one in your office does. And you may be sitting too long, even if you get up to throw in a load of laundry. Give yourself a little dose...

Getting Outside

The winter seemed exceptionally long this year. Part of that was just a stubborn cold streak that gave way to one or two nice days in March but then stuck around to provide the latest snows I can remember. When I was a little kid, I...

Why Are We Baking So Much Bread?

It doesn’t take news coverage for everyone in lockdown during the past few months to know what everyone else is doing. If you follow any friends on social media, any platform at all, you have likely been faced with the most...

Office Safety During a Pandemic

Every prepared business has a contingency plan for what they’ll do in case of an emergency, whether from an extreme weather event or some other unforeseen difficulty. As the United States seeks to contain and lessen the effects...

Office Self-Care

It’s been something people who have worked in offices have known for the last twenty, maybe thirty years—sitting at your desk for too long is not good for your eyes, your body, or your mind. However, by its very nature, an...

Holiday Landslide

After the ease of summer living, fall seems to always start up slowly. The mood of the weather changes, the autumn air causes the slow color change in the leaves and cooler nights finally take over and the days get chilly too. Soup...

Keep the Cranberry Coming

One of the most vivid sights on the traditional Thanksgiving table is the much-misunderstood cranberry sauce. It has a place all its own, sweeter than the other savory dishes around it but not being quite enough to make it to the...

The Chemistry of Autumn Colors

Well, the summer has gone and now here in the Northern Hemisphere, the temperatures are falling and the evening is starting earlier than anyone feels like it should. The most obvious signal of the changing seasons are the leaves on the...

How Green is Your Office?

In your daily life, you know you’ve got the boxes checked off when it comes to looking after your planet. You rinse the juice bottles and break down the Amazon boxes before adding them to the recycling bin you take down to the...

The Trend of Planning in Style Part 2

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...

The Trend of Planning in Style - Part 1

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...

Your Mysterious Online Presence

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...

Bach Attends Securities America’s 2019 Masters Forum

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...

Too Big for the Fridge

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....

Succulents: Rise of the Plump Office Plants

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...