Evans May Wealth

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Contact information, map and directions, contact form, opening hours, services, ratings, photos, videos and announcements from Evans May Wealth, Financial service, 211 W Main Street, Suite 301, Carmel, IN.

10/29/2026

We had a fun evening at Topgolf yesterday recognizing all that the team has accomplished and how much we’ve grown this year.

Grateful for everything each person brings to our team!

10/27/2026

All eyes are on the Fed tomorrow.

While we don’t expect a rate hike tomorrow, that might mean one in December. Inflation remains elevated, the labor market tells a more complicated story, and consumer confidence came in stronger than expected.

Watch Brooke May’s Bloomberg interview for more insights. Full interview linked in the comments below! 👇

10/23/2026

We’re thrilled to share Michael Overbeck has passed his Registered Social Security Analyst (RSSA®) Exam! 🥳

Michael has taken on every challenge head-on and we’re so proud of his hard work and growth. Please join us in congratulating Michael on his RSSA® designation!

10/20/2026

If you’re a high-income earner looking to maximize tax-free growth for retirement, a backdoor Roth IRA may be worth considering.

What is a backdoor Roth?
A backdoor Roth contribution is a strategy that allows taxpayers to move money into a Roth IRA, even if they exceed income limits set by the IRS for Roth IRA contributions. Once in the Roth, investments have the potential to grow tax-free, allowing for meaningful growth over the long term.

Swipe through to learn how the backdoor Roth IRA strategy works, why it works, and important considerations.

👉 Reach out to our team and we’ll help you determine whether a backdoor Roth IRA strategy aligns with your financial and tax planning goals.

If yes, we will handle the transaction movements, reevaluate the use of the strategy for you each year, and help ensure the backdoor Roth is captured correctly on your tax return.

10/19/2026

The Social Security Administration (SSA) just announced a 3.6% cost-of-living adjustment (COLA) for 2027, along with other key Social Security changes which may impact your retirement, tax, and claiming strategies.

👉 Reach out to us to discuss how these changes may affect your unique situation.

10/15/2026

Medicare isn’t one-size-fits-all, and choosing your plan can be complicated.

With Medicare Open Enrollment starting today, now is a good time to understand your options and make sure your coverage still fits your needs.

In our latest webinar, Karl Steinlage, Co-Owner, CEO and Independent Broker at Steinlage Insurance Agency, broke down the complexities of Medicare into an easy-to-understand process.

▶️ If you missed it, you can watch the full webinar replay on our website here: https://evansmay.com/medicare-2027-what-to-know-before-open-enrollment-with-karl-steinlage/

10/13/2026

Meet Garrett Smith 🌟

Garrett joins us with a decade of experience and a strong foundation in tax and financial planning. Swipe to learn more about his role and hobbies outside of the office!

10/09/2026

Passing down wealth is one thing. Preparing your family to receive it is another.

That’s where a Family Meeting can make a meaningful difference.

It’s a chance to bring multiple generations together to have important conversations about the goals, values, and intentions behind your wealth, not just what’s being passed down.

Because a lasting legacy isn’t just about transferring assets, it’s about helping the next generation understand what that wealth means and how to carry it forward.

Watch the latest Lizzie’s Wealth Wisdoms podcast episode to learn more. Full video linked in the comments below! 👇

10/02/2026

Whether you’re approaching Medicare age or already enrolled, take the time now to understand your coverage and options before Open Enrollment starts October 15th.

Join us for a special webinar on Monday, October 12th at 4:00PM ET with Karl Steinlage, Co-Owner, CEO and Independent Broker at Steinlage Insurance Agency to learn more, including:

📌 What to do if you are working past 65 or other unique situations
📌 IRMAA - Medicare's income related adjustment affecting high income earners
📌 Medicare Supplement vs. Medicare Advantage plans
📌 What is the Annual Enrollment Period (AEP)?
📌 When and how to update your Medicare coverage
📌 Upcoming Marketplace Changes

👉 Register now! https://sanctuarywealth.zoom.us/webinar/register/WN_xWd5LHTXSCmuOu303Q8szg
Please send any questions prior to the webinar to [email protected]

09/22/2026

How do politics and the markets intersect, and which policies should actually matter to investors?

In our latest webinar, Michael Townsend, Charles Schwab’s Managing Director of Legislative and Regulatory Affairs, led us through an informative discussion on how current events and political developments in Washington, D.C. are affecting the markets.

▶️ Watch the full webinar replay on our website here: https://evansmay.com/policy-politics-and-the-2026-midterms-implications-for-investors-with-michael-townsend/

Address

211 W Main Street, Suite 301
Carmel, IN
46032

Telephone

+13178194610

Website

https://evansmay.com/

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