Cavill and Company

08/06/2026

You never know where Ron's curiosity will lead.

This month, it landed him in the pages of New Mexico Magazine!

If you've spent much time with Ron, you know he notices the little things most people walk right past. During a recent trip to Santa Fe, one small detail made him do a double take—and now that story is featured in the magazine's "One of Our 50 Is Missing" section.

We're proud to see his love for New Mexico (and his sense of humor) shared with readers across the state.

Have you spotted something uniquely New Mexican while traveling? We'd love to hear your story!

08/03/2026

📝 August is National Make-A-Will Month, a timely reminder that estate documentation deserves your attention.

A whopping 76% of Americans don't have a will. This can lead to unintended consequences for those with asset distribution and care for children.

A comprehensive estate strategy can help preserve your legacy while helping manage the probate process. Consider reviewing your documentation periodically, particularly after significant life events such as marriage, divorce, or the birth of children and grandchildren.

Our team can help your legal counsel facilitate comprehensive estate coordination. Contact us to discuss how we can help.



Source:
Caring.com, February 18, 2025.

07/29/2026

Have you changed jobs over the years?

Do you know where your retirement accounts are?

Those forgotten accounts can become harder to track over time, making it easy to lose sight of your overall retirement picture.

Bringing your accounts together can make it easier to monitor your investments, simplify your financial life, and help ensure nothing gets left behind.

If you're not sure where to start, we're happy to help you review what you have and discuss your options.

No accounts left behind.

07/20/2026

Pencils ✏️ Notebooks 📓 Backpacks 🎒 But what about your child's financial education?

A 2013 Cambridge University study found money habits formed by age seven! Add money smarts to your checklist this back-to-school season with these age-appropriate financial lessons. Turn everyday activities into learning experiences that will set them up for success. Which of these steps have you already taken with your kids?

07/13/2026

There are so many reasons to create a will this month, but here are three big ones to consider:

Direct Your Property: Creating a will tells the courts how you want your property distributed. Without a will, state laws will determine how your estate is divided, which may not align with your intentions.

Provide instructions to the probate court: A will can help manage the probate process, providing instructions to the court.

Designate Guardianship for Minor Children: If you have minor children, a will allows you to appoint a guardian to care for them. This crucial step directs that your children are raised by someone you trust, rather than leaving the decision to the courts.

07/08/2026

Happy Birthday to our founder, advisor, mentor, and friend, Ron Cavill! 🎉

For more than 50 years, Ron has been helping families navigate life's financial decisions with wisdom, integrity, and a steady hand. But if you ask those who know him best, they'll tell you it's his kindness, generosity, and genuine care for people that truly set him apart.

We're grateful for your leadership, your stories, your sense of humor, and the example you set every day.

Please join us in wishing Ron a very Happy Birthday! 🎂

07/06/2026

Trump Accounts opened on July 4. A few questions are worth considering:

➡️ Our baby is 18 months old. Do we qualify for the $1,000?

Yes. Every U.S. citizen baby born since January 1, 2025, qualifies for a one-time $1,000 federal contribution.

➡️ Is there an income maximum?

No. Eligibility is based on the child's citizenship and birth date, not family income.

➡️ Our child is 7. Did we miss it?

Not entirely. Any U.S. citizen under 18 can have an account opened. The federal $1,000 payment applies only to children born in 2025 through 2028, but everything else still applies.

➡️ Can grandparents contribute?

Yes. Up to $5,000 per year combined across parents, grandparents, family, and the child themselves.

➡️ What is the catch?

State tax conformity varies; California, for example, does not currently conform.

Whether to contribute, how much, and how to coordinate it with what you already have are all worth talking through. Our team is here for that.

07/04/2026

Independence isn't just a date on the calendar; it's woven into our everyday lives. Today, we come together to celebrate the nation we love!

What are you up to this Independence Day? Kicking back in the sun and firing up the grill, or diving into festivities with friends and family? Post your plans below!

From my family to yours, here's to a fantastic Independence Day! Isn't it incredible to call America home? God bless the USA!

06/29/2026

06/25/2026

Found a couple of old photos from one of the conferences where I was a keynote speaker about 40 years ago.

Let's just say... the suits were a little bigger, the ties were a little louder, and there was a lot more hair. 😄

A lot has changed since then, but one thing hasn't: I've always enjoyed helping people make sense of investing and planning for the future.

Thanks to all of you who've trusted us over the years. It's been quite a journey.