Lizzie's Wealth Wisdoms

One of the most common mistakes I see isn’t poor investing, it’s families who don’t fully understand what would happen if their estate plans had to work tomorrow. Even if you had all the right documents—wills, trusts, powers of attorney—would the estate plan actually work the way you expect them to? Who do you call first? Where are all of your assets held and where would they go? Knowing where you...

A client told us they were "conservative."But when markets dropped during COVID, they didn't sell a single share. They didn’t panic, but their portfolio was still sitting nearly 50% in bonds. We see this contradiction often: portfolios being built around a framework, instead of around the person. Once we realigned their portfolio to reflect their actual behavior and long-term goals,...

No matter how old we get, our parents’ and grandparents’ stories continue to guide us through major life decisions. When I’m sitting with client families, I hear this often. Clients wondering, “What would mom say?” or “What would dad do?” When you think about your financial legacy, passing down your values and family history are just as important as the documents in your estate plan. Don’t leave t...

If you’re a high-net-worth individual looking to maximize your charitable giving, 2025 is the year to give more. Starting in 2026, new tax rules in the One Big Beautiful Bill could cost you tens of thousands in lost deductions. But this year, you still have a unique opportunity to give smarter and make every dollar count. How will the One Big Beautiful Bill impact your giving? And what strategies...

The Big Beautiful Bill has hundreds of provisions, including major wins and big risks. In my latest episode of Lizzie’s Wealth Wisdoms, I break down everything high-net-worth families need to know: 📣 What is the Big Beautiful Bill? 📣 What it means for your wealth 📣 Smart moves to protect your wealth now These changes are significant and timing matters. If you’d like to connect on how this bill...

DAF vs. Private Foundation—what’s right for your family in 2025? This week on Lizzie’s Wealth Wisdoms, we’re unpacking: • Control vs. simplicity • IRS scrutiny • Strategic legacy planning Which giving vehicle aligns best with your values? #PhilanthropyStrategy #FamilyLegacy #DonorAdvisedFund #UHNW ______________________________ Connect with us on the following! LINKEDIN (Evans May Wealth): https:/...

If you’re in the top tax bracket and you want to minimize what you are paying to Uncle Sam, here’s what you should know 👇 The Republican-led proposed millionaire tax would raise the marginal tax rate from 37% to 40% for those who earn over $1 million a year. Warren Buffett and Jamie Dimon are just a couple of big names in favor of increasing taxes on the wealthy. So, what should you consider toda...

Volatility hurts. Opportunity helps. There’s a silver lining in every downturn—especially for families focused on multigenerational planning. This 3-minute episode breaks down two strategies you don’t want to overlook. ____________________________ Connect with us on the following! LINKEDIN (Evans May Wealth): https://www.linkedin.com/company/evansmaywealth/ LINKEDIN (Elizabeth Evans): https://www....

Some of my earliest memories are of sitting around our dining room table, listening to my dad talk about the markets. Those conversations shaped my passion for investing and ultimately led me to where I am today. With 45 years as a financial advisor, my father has seen it all – booms, busts, bubbles, and bear markets. 📉📈 In my latest episode of Lizzie’s Wealth Wisdoms, we dive into what’s change...

Will the 10-Year Treasury hit 5% and how can investors navigate recent market volatility? A lot of clients and investors are concerned about the rapid increase in bond yields. They’ve increased by over 100 basis points since September 2024. But why is this happening? I break down 3 potential causes: Inflation Economic growth Uncertainty in fiscal and monetary policy I'm comfortable with uncert...

With the election outcome, will the tax sunset occur next year? Maybe... Maybe Not... Either way, the only thing that is certain in life is death and taxes. 🙂 Check out my new video series: Lizzie’s Wealth Wisdoms. I share my best ideas for maximizing your net worth and minimizing taxes, because keeping more of your hard-earned money from Uncle Sam means more freedom for you and your family. #Eva...