Melanie Milam of Gateway Financial Partners

06/08/2026

Moving to a new state in retirement?

Your current will, trust, or power of attorney documents might not be valid where you’re headed.

It’s a great time to dust off those documents and make sure they still reflect your wishes and meet your new state's legal standards.

06/06/2026

Today, we remember D-Day and honor the courage, sacrifice, and service of those who fought for freedom.

06/03/2026

Are you thinking about relocating after you retire?

Before you fall in love with the scenery or the square footage, ask yourself:

• How will this move affect my taxes?
• Is healthcare nearby?
• Will my budget go further here?

Let’s talk about the financial side of starting fresh.

432.689.9600
[email protected]

05/27/2026

Whether you're managing stock options, planning to retire, or just trying to figure out what to do with your RSUs, it’s not about having more time. It’s about having the right direction.

Let’s start mapping out what that looks like for you.

432.689.9600
[email protected]

05/21/2026

Did you know? Some business donations may qualify for tax deductions.

Whether you’re supporting a local nonprofit or contributing to a cause, understanding donation rules can help maximize impact.

https://www.nerdwallet.com/article/taxes/tax-deductible-donations-charity

Charitable contributions are generally tax-deductible if you itemize. The amount you can deduct may range from 20% to 60% of your adjusted gross income.

05/15/2026

Before finalizing your Chevron exit, double-check the vesting dates on your RSUs and stock options.

Some awards only vest if you're still employed on a specific date. Missing that by even a few days could mean walking away from value you’ve earned.

It’s a small step that could make a big difference.

05/12/2026

Dilution occurs when a company issues new shares that result in a decrease in existing stockholders' ownership percentage of that company.

05/10/2026

On this Mother’s Day, I am reminded of the blessing of family and the gift of the people God has placed in my life.

Psalm 127:3 says, “Children are a heritage from the Lord, offspring a reward from him.”

God has blessed me exceedingly and abundantly with an amazing husband, exceptional adult children, and two dear granddaughters. I am grateful for the love, laughter, and memories we share, and for the gift of family that continues to fill my heart.

05/04/2026

Every choice tells a story about who we are.

What core values are in your driver's seat?

04/27/2026

Some payouts could push you into a higher tax bracket for the year. Spacing out income sources or timing your departure may help manage the impact.