News and Updates
‘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 […]
Americans Are Rethinking When to Claim Social Security
Full Article Link: https://www.foxbusiness.com/lifestyle/americans-rethink-social-security-timing-longer-lifespans-insolvency-fears-raise-stakes Quote from Evan Mills “Social Security certainly has a funding problem. If you claim now, you’re basically making a bet that Congress does nothing about the […]
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 […]
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 […]
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.