News and Updates

May 8, 2026

Teens May Soon Get AI Money Tips on Snapchat — What Parents Should Know

Full Article Link: https://www.forbes.com/advisor/banking/checking/teens-ai-money-tips-snapchat-parents-to-know-lmandp5/ Quote from Evan Mills “Financial literacy can start on Snapchat, but I don’t think it should end there. I think this tool is going to be […]

May 7, 2026

Can Retirees Afford to Help Pay Off a Grandchild’s Student Loans?

Full Article Link: https://www.kiplinger.com/retirement/retirement-planning/i-want-to-pay-off-our-grandsons-usd45k-student-loan-debt-but-my-husband-says-we-cant-afford-it-whos-right Quote from Deon Strickland, Ph.D. “This really comes down more to the relationship with the grandson and what they’re trying to accomplish. If the grandson has […]

May 5, 2026

The 401(k) Trap: How Retirees With High Savings Are Getting Hit With a Surprise Tax 

Full Article Link: https://finance.yahoo.com/markets/options/articles/401-k-trap-retirees-high-130006850.html Quote from Evan Mills “The best thing to look at is Roth conversions, taking money from those pretax accounts and moving it into Roth. That’s going […]

April 29, 2026

Best Mining and Metals ETFs to Buy in 2026

Full Article Link: https://www.the-independent.com/us/money/retirement-purchases-regrets-finance-b2922226.html Quote from Evan Mills “Silver kind of sits in between, where it has that hybrid of precious metal and industrial metal exposure.”— Evan Mills, Financial Advising […]

February 23, 2026

The Three Costly Purchases Retirees Regret

Full Article Link: https://www.the-independent.com/us/money/retirement-purchases-regrets-finance-b2922226.html Quote from Deon Strickland, Ph.D. “Instead of buying something, rent it. If you think you want a mountain house, rent a mountain house for a year. […]

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Every engagement begins with a brief intake form so your advisory team can prepare ahead of time and align the conversation to your financial picture and goals. From there, you receive a tailored proposal built around your specific situation, walked through with you in detail so every question is answered before any commitment is made.