Evans Wealth Planning

Evans Wealth Planning

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Your guide to building and protecting your wealth Our goal is to understand our Clients first and foremost. Stephen D.

Located in Downtown Springfield, Missouri Evans Wealth Planning strives to provide an exceptional client experience. We use a comprehensive and holistic investment approach for your wealth that integrates your long term goals with financial solutions using a planning based consultative approach. We will spend as much time as necessary to understand you before any investment decisions are made. Ev

06/01/2026

Did you know part of your Social Security benefit could be taxable? See how much may be subject to federal income tax based on your income level.

www.evanswealthplanning.com

Inflation & Retirement 05/29/2026

A dollar today won't be worth a dollar in 20 years. See how inflation could erode your retirement income and what you may need to account for.

Inflation & Retirement See how inflation over time could affect the purchasing power of your retirement income.

Do You Owe The AMT? 05/27/2026

If you want to avoid any potential surprises at tax time, it may make sense to know where you stand when it comes to the AMT.

Do You Owe The AMT? If you want to avoid potential surprises at tax time, it may make sense to know where you stand when it comes to the AMT.

Your Emergency Fund: How Much Is Enough? 05/25/2026

How much is enough for your emergency fund?

Your Emergency Fund: How Much Is Enough? Having an emergency fund may help alleviate the stress and worry associated with a financial crisis.

The Power of 401k Catch-Ups 05/22/2026

If you're 50 or older, you're eligible to contribute more to your 401(k). See how those extra dollars could add up by the time you retire.

The Power of 401k Catch-Ups See how catch-up contributions after age 50 could significantly boost your retirement balance.

Making Sense of HSAs and FSAs 05/20/2026

As health care expenses continue to climb, faster than wages and inflation, many American families struggle to afford necessary medical care. But tools are available to help ease the financial burden. HSAs and FSAs might help your household.

Making Sense of HSAs and FSAs How HSAs and FSAs might help your household.

The Pre-Retirement Checklist 05/18/2026

How prepared are you for retirement?

The Pre-Retirement Checklist This checklist can give you a quick snapshot of how prepared you are.

Retirement Questions That Have Nothing to Do With Money 05/15/2026

Are you getting ready to retire? Retirement strategy isn’t entirely financial. Consider these matters in this helpful piece.

Retirement Questions That Have Nothing to Do With Money Things to consider before retirement.

What Will You Do With Your Bonus or Windfall? 05/13/2026

In 2024, the average work bonus was roughly 2.8 percent of the worker’s annual salary, across all industries. What would you do with yours?

What Will You Do With Your Bonus or Windfall? This article examines one's options when receiving a work bonus or other financial windfalls.

The Threat of Identity Theft 05/11/2026

We've witnessed firsthand the effects of identity theft on individuals and families. These incidents underscore the need for proactive measures to protect against this pervasive threat.

The Threat of Identity Theft An article informing readers about the threats of Identity Theft.

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Address


4730 South National Avenue B4
Springfield, MO
65810

Opening Hours

Monday 8am - 5pm
Tuesday 8am - 5pm
Wednesday 8am - 5pm
Thursday 8am - 5pm
Friday 8am - 5pm