Everette Orr
Orr Financial Planning
everette@orrfinancialplanning.com
2010 Corporate Ridge, Suite 700
McLean, VA 22102
USA
Work 703-749-1415
Everette's Press Coverage
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November 2010 – The Washingtonian magazine recognized Everette as one of the Washington, D.C. area’s best financial planners. Read more. | |
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October 2009 – Kiplinger Personal Finance interviewed Everette on how to handle adult children needing to return home because of the recession. Read more. | |
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June 2009 – Investment News interviewed Everette on savings accounts and laddered certificates of deposit as alternatives to money market accounts. Read more. | |
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May 2009 – Investment News interviewed Everette on how clients may have to adapt to the solvency of Social Security. Read more. | |
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April 2009 – Money magazine interviewed Everette on ways to help a young couple survive a layoff. Read more. | |
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April 2009 – Northern Virginia magazine recognized Everette as one Northern Virginia’s expert financial advisors. Read more. | |
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January 2009 – The Washingtonian magazine recognized Everette as one the Washington, D.C. area’s best financial planners. Read more. | |
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June 2008 – Morningstar Advisor interviewed Everette on how his practice started and on his helping middle-market clients with investment management. Read more. | |
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November 2007 – NAPFA Advisor, a fee-only professional publication, interviewed Everette on his providing investment management services to middle-market clients, clients who are typically not helped by many advisors. (See NAPFA Advisor, November 2007, pages 10 and 11) | |
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February 2007 – Legal Times published Everette's article on the three biggest mistakes that investors make. Read more. | |
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January 2007 – Kathleen Day, financial columnist with The Washington Post, interviewed Everette on the best ways to finance college. Read more. | |
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February 2006 – U.S. News and World Report interviewed Everette on the value of life-cycle funds for young investors. Read more. | |
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December 2005 – Kiplinger’s Personal Finance interviewed Everette on financial solutions for a large family. Read more. | |
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November 2005 – the Military Officer Magazine summarized Everette’s financial plan for a Marine Corps Officer. Read more. | |
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December 2004 – Everette was interviewed by Kiplinger Personal Finance for an article titled "When a lot of cash makes sense." Read more. | |
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September 2004 – Everette was asked by USA Today to lead a discussion board concerning saving money for retirement. Read more. | |
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June 30, 2004 – The Wall Street Journal asked Everette to answer retirement questions from their readers. Read more. | |
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February 2004 – Readers’ Digest quoted Everette on a way to help your children retire early: If your child earned income last year, you’re allowed to open a Roth IRA in his or her name, explains Everette, a financial planner in McLean, Va., who recently opened Roth IRAs for his two children. You simply deposit the same amount they earned in a Roth IRA. Unlike a regular IRA, assets in a Roth IRA can be withdrawn tax-free. “An investment of $2,000 in a 16-year-old’s Roth IRA that earns 8% on average will grow to $94,000 when the child turns 66,” says. [Readers’ Digest, February 2004, page 221.] |
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| March 2000 – Medical Economics asked Everette to help a doctor review her young family’s finances. Read more. |
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