Andrew Kueker at Prudential

Shout-out to the pillars of our families - Grandparents! Evergreen Wealth Strategies celebrates the love, wisdom, and endless support that grandparents have given across generations. Their stories, guidance, and warm embraces have shaped who we are, and their presence brings comfort, joy, and strength to our lives.

Thank you, grandparents, for the values you've instilled, the memories we cherish, and the unconditional love you provide every day. You are truly irreplaceable. ❤️

Visit us at: www.evergreenwealthstrats.com 👈👈

Offering financial planning and investment advisory services and programs through Pruco Securities, LLC (Pruco), under the marketing name Prudential Financial Planning Services (PFPS), pursuant to a separate client agreement.

Offering insurance and securities products and services as a registered representative of Pruco, and an agent of issuing insurance companies. Evergreen Wealth Strategies is not affiliated with The Prudential Insurance Company of America and its affiliates, including Pruco. Other products and services may be offered through a non-Prudential entity. 1-800-778-2255.

Life insurance is issued by The Prudential Insurance Company of America, Newark, NJ, and its affiliates. Guarantees are based on the claims-paying ability of the issuing insurance company.

🍁🍂 September is Life Insurance Awareness Month. Follow along all month long to learn why Life Insurance is something you should be thinking about in all seasons of life.



Visit us at: www.evergreenwealthstrats.com 👈👈

Offering financial planning and investment advisory services and programs through Pruco Securities, LLC (Pruco), under the marketing name Prudential Financial Planning Services (PFPS), pursuant to a separate client agreement.

Offering insurance and securities products and services as a registered representative of Pruco, and an agent of issuing insurance companies. Evergreen Wealth Strategies is not affiliated with The Prudential Insurance Company of America and its affiliates, including Pruco. Other products and services may be offered through a non-Prudential entity. 1-800-778-2255.

Life insurance is issued by The Prudential Insurance Company of America, Newark, NJ, and its affiliates. Guarantees are based on the claims-paying ability of the issuing insurance company.

🧐 Now that you've read our Financial Planning posts throughout the month of August, you're probably curious about the Financial Planning process itself! Here's a graphic that walks you through the steps with Taylor Willhalm, our CERTIFIED FINANCIAL PLANNER™️ (CFP®️) at Evergreen Wealth Strategies. You can also visit our website for more information: www.evergreenwealthstrats.com.



Offering financial planning and investment advisory services and programs through Pruco Securities, LLC (Pruco), under the marketing name Prudential Financial Planning Services (PFPS), pursuant to a separate client agreement.

Offering insurance and securities products and services as a registered representative of Pruco, and an agent of issuing insurance companies. Evergreen Wealth Strategies is not affiliated with The Prudential Insurance Company of America and its affiliates, including Pruco. Other products and services may be offered through a non-Prudential entity. 1-800-778-2255.

Financial Advisor vs. Financial Planner: What's the difference? offers both! Check it out...👇🏻👇🏻👇🏻



By providing links to other sites, Prudential does not guarantee, approve, or endorse the information or products available on these sites or the operators of these sites.

Offering financial planning and investment advisory services and programs through Pruco Securities, LLC (Pruco), under the marketing name Prudential Financial Planning Services (PFPS), pursuant to a separate client agreement. Offering insurance and securities products and services as a registered representative of Pruco, and an agent of issuing insurance companies.

Evergreen Wealth Strategies is not affiliated with The Prudential Insurance Company of America and its affiliates, including Pruco. Other products and services may be offered through a non-Prudential entity. 1-800-778-2255.

Financial Advisor Vs. Financial Planner: What's The Difference? Although the terms financial advisor and financial planner are often used interchangeably, there are distinct differences between these two types of professionals. If you’re deciding between a financial advisor and a financial planner, here’s what you should know. What Is a Financial Advisor? A

Financial Advisor vs. Financial Planner: What's the difference? offers both! Check it out...👇🏻👇🏻👇🏻



By providing links to other sites, Prudential does not guarantee, approve, or endorse the information or products available on these sites or the operators of these sites.

Offering financial planning and investment advisory services and programs through Pruco Securities, LLC (Pruco), under the marketing name Prudential Financial Planning Services (PFPS), pursuant to a separate client agreement. Offering insurance and securities products and services as a registered representative of Pruco, and an agent of issuing insurance companies.

Evergreen Wealth Strategies is not affiliated with The Prudential Insurance Company of America and its affiliates, including Pruco. Other products and services may be offered through a non-Prudential entity. 1-800-778-2255.

Financial Advisor Vs. Financial Planner: What's The Difference? Although the terms financial advisor and financial planner are often used interchangeably, there are distinct differences between these two types of professionals. If you’re deciding between a financial advisor and a financial planner, here’s what you should know. What Is a Financial Advisor? A

Congratulations to our financial professionals -- Andrew Kueker and Taylor Willhalm -- who were invited to network with other top Prudential advisors and celebrate their excellence in client service from July 29th through August 1st! If you have questions or need immediate assistance during this time, please contact our Centralia office at (618) 533-3657.

A very special "Thank You" to our clients for your continued confidence and support!



Offering financial planning and investment advisory services and programs through Pruco Securities, LLC (Pruco), under the marketing name Prudential Financial Planning Services (PFPS), pursuant to a separate client agreement. Offering insurance and securities products and services as a registered representative of Pruco, and an agent of issuing insurance companies.

Evergreen Wealth Strategies is not affiliated with The Prudential Insurance Company of America and its affiliates, including Pruco. Other products and services may be offered through a non-Prudential entity. 1-800-778-2255.

Uncertain markets and an everchanging regulatory landscape can make the estate planning strategy an intimidating task. Make sure you understand the rules and regulations that may affect your financial plan to help protect both you and your loved ones.


By providing links to other sites, Prudential does not guarantee, approve, or endorse the information or products available on these sites or the operators of these sites. Andrew Kueker offers financial planning and investment advisory services and programs through Pruco Securities, LLC (Pruco), under the marketing name Prudential Financial Planning Services (PFPS), pursuant to a separate client agreement. Offering insurance and securities products and services as a registered representative of Pruco, and an agent of issuing insurance companies. Evergreen Wealth Strategies is not affiliated with The Prudential Insurance Company of America and its affiliates, including Pruco. Other products and services may be offered through a non-Prudential entity. 1-800-778-2255.

Uncertain Times Call for Creative Estate Planning Strategies Flexibility in the estate planning process is key so you can adjust your plans to address changes in your goals or accommodate legislative shifts.

With traditional pensions becoming a rarity, those of us at 55 are increasingly depending on 401(k)s, more so than older generations. It's a critical time, especially when the average savings hover around less than $50,000—significantly less than the recommended eight times our annual income.

Learn more from Prudential’s “2024 Pulse of the American Retiree Survey” - https://bit.ly/planadviser-pru-jun24

55-Year-Olds Twice as Likely to Rely on 401(k) Compared to Predecessors | PLANADVISER The reliance on 401(k)s means retirement industry must turn attention to this group about 10 years from the traditional retirement age.

Wishing you a safe and happy Independence Day!

EXCITING NEWS! We've transitioned to Evergreen Wealth Strategies!

While our office continues to evolve, our commitment to providing the same great Prudential products and exceptional client service remains unwavering. Our new identity reflects our broadened focus on your entire financial journey and long-term success. At Evergreen Wealth Strategies, we are dedicated to guiding you through every step of your financial journey, helping you achieve your goals and aiming to secure your future. Thank you for your continued trust and support. We look forward to embarking on this new chapter together!

Investing in the future starts with teaching our children about finances, saving, and building wealth. Together, we can help instill financial responsibility, resilience, and empower the next generation of young minds of our community, so they have the tools they need to create a legacy of financial freedom.

Blueprints to Black Wealth Planning for the future should include time to enjoy the simple things. Prudential empowers generations by providing expertise in investment, insurance, and retirement, leaving you free to focus on what matters the most.

Interest rates can impact you in more ways than you may think. Keep these strategies in mind as interest rates are on the rise.

Contact me today at 618-533-3657 to discuss the strategies that are best for you.

What the Fed’s Interest-Rate Increase Means for Your Money Recent troubles across the banking industry will lead banks to toughen lending standards, analysts say.

There’s nothing like opening the sunroof on a beautiful day, but be sure to detail it annually so it continues to open properly.

Are your investments in line with your financial goals? Get your complimentary financial wellness check-up today. [email protected]/bookings/s/q3_ZUYZvYkGQe8dlE3vyug2" rel="ugc" target="_blank">https://outlook.office365.com/owa/calendar/[email protected]/bookings/s/q3_ZUYZvYkGQe8dlE3vyug2

Estate plans are not one size fits all. Keep these common mistakes in mind when building out your plan to ensure your goals and wishes are met.

Contact me at 618-533-3657 to start the estate planning conversation today.

10 Costly Estate Planning Mistakes During the estate administration process, it is easy to see where the decedent veered off course. Often the fix was inexpensive and could have saved their heirs lots of money in legal fees.

You probably have questions about the recent changes to the student loan relief program payment pause. Be prepared for payments to resume and talk to a Prudential Financial professional to learn about your options. [email protected]/bookings/s/q3_ZUYZvYkGQe8dlE3vyug2" rel="ugc" target="_blank">https://outlook.office365.com/owa/calendar/[email protected]/bookings/s/q3_ZUYZvYkGQe8dlE3vyug2

Sometimes the best way to see how far you've come is to look back at where you've been. Contact me today review where you have been and to begin discussions of where you would like to go.

618-533-3657, [email protected]

A Healthier Way to Look at Your Financial Future: Measure Backward Looking at where you are now compared to where you were five years ago can give you a more realistic, and optimistic, financial outlook.

Struggling with good saving habits? You may be doing better than you think. Learn how much you should be saving per paycheck in this article, featuring Jason Duross from Prudential Advisors - https://bit.ly/pa-paycheck-savings

How Much Should You Save From Each Paycheck? Use our guide to determine how much money you need to save from each paycheck to meet your short, medium and long-term savings goals.

We might have grown up learning that talking about money was taboo or too lowbrow, but that's certainly not the case for the up-and-coming new wave of vocal cryptocurrency enthusiasts! Here's a summer refresher on key financial literary lessons:

Let’s Use the Crypto Craze as a Springboard into Better Financial Literacy Investing in cryptocurrencies has gotten a new segment of folks interested in finances. But why stop there? It’s a great opportunity for them to get a leg up with three important financial lessons.

Paying for college is a difficult conversation for many families and there is no one size fits all approach. Make sure you understand all the options to help take the stress out of planning for this large expense.

Contact me today discuss the option that may be best for the needs of you and your family. [email protected]/bookings/" rel="ugc" target="_blank">https://outlook.office365.com/owa/calendar/[email protected]/bookings/

Paid Program: Smart Ways to Pay for College The questions around how to pay for college can feel perplexing. Here’s some helpful advice to make the experience easier.