News and Updates
Trump Accounts: A New Approach to Building Generational Wealth
Full Article Link: https://www.realtor.com/news/trends/trump-accounts-generational-wealth-homeownership/ Quote from Evan Mills “The value here isn’t really the size of the contribution limit; it’s the time. A dollar invested at birth is not the […]
SpaceX IPO is days away: Here are 3 reasons to buy and 2 reasons to wait
Full Article Link: https://finance.yahoo.com/markets/stocks/articles/spacex-ipo-days-away-3-193323986.html Quote from Evan Mills “Just because SpaceX is a great company doesn’t necessarily mean it’s going to be a great investment.”— Evan Mills, Associate Financial Advisor […]
What Happens When Your Retirement Rental Strategy Disappears?
Full Article Link: https://www.kiplinger.com/retirement/retirement-planning/we-were-banned-from-airbnb-do-we-have-to-sell-our-dream-beach-house Quote from Evan Mills “You have a $1.6 million portfolio and a $1.1 million beach house, so you’re looking at almost half of your total wealth […]
‘Inheritance Bullying’ Is Putting Family Homes and Generational Wealth at Risk
Full Article Link: https://www.realtor.com/news/trends/inheritance-bullying-elder-financial-exploitation-family-home-generational-wealth/ Quote from Stephan Shipe, Ph.D., CFA, CFP® “If you don’t make these decisions clearly and intentionally, your kids will have to, and they’ll be doing it […]
NVIDIA Stocks: What Retirees Need to Know About Their Risks and Rewards
Full Article Link: https://finance.yahoo.com/markets/stocks/articles/nvidia-stocks-retirees-know-risks-155418777.html Quote from Evan Mills “NVIDIA is kind of like a race car. It’s fast-moving, it’s impressive, obviously what they’re doing is super impressive. But it’s not […]
What’s Next?
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.