Kings Mill Wealth Advisors

06/17/2026

Have you found yourself with leftover funds in your 529 account after covering education expenses and wondering what to do next? 🎓

You may be surprised to learn there are several flexible options available for utilizing unused 529 funds, depending on your situation and goals.

If you’d like to learn more about the various options, check out this helpful article linked below ⬇️

If you’re unsure how to move forward with your 529, our advisors would be happy to help you evaluate your next steps.

Excess 529 funds represent both a challenge and an opportunity, and knowing your options is essential.

06/15/2026

This June marks the 30th anniversary of National Safety Month, an initiative dedicated to raising awareness about how we can protect ourselves in everyday life.

In that spirit, we wanted to take this chance to focus on financial safety because protecting your financial well-being is just as important as protecting your physical health.

Here are a few practical steps you can take to strengthen your financial security:
• Build an emergency fund to cover unexpected expenses
• Protect your income with disability insurance
• Prepare for natural disasters with supplies and a plan
• Review your financial plan regularly to stay on track with your goals

Taking proactive steps today can help you feel more confident, prepared, and secure for whatever tomorrow may bring.

06/11/2026

Earlier this week two of Kings Mill’s team members, Melissa and Hilary, attended Redtail Technology’s 2-day University in Minneapolis.

This experience provided a valuable opportunity to connect with firms from across the country, strengthen their expertise, and further enhance the way we manage client data and deliver exceptional service.

We’re excited to apply what they learned to better support and serve our clients!

06/09/2026

June is Alzheimer’s and Brain Health Awareness Month.🧠

By increasing our understanding of risk factors, encouraging early detection, and supporting research initiatives, we can make a meaningful difference in the lives of those affected by dementia.

To help raise awareness and promote education, we’re sharing two resources:
• McKnight Brain Research Foundation (https://mcknightbrain.org/)
• AARP Brain Health Resource Center (https://lnkd.in/gWJabXJ9)

Both offer insightful articles, practical tips, and tools to support brain health and deepen your understanding of these conditions.

06/05/2026

This April, Kings Mill proudly supported the Ronald McDonald House Maryland as a sponsor and participant in their 15th Annual Red Shoe Shuffle 5K Run & Walk. 👟❤️

Despite the dreary weather, we had an amazing time joining more than 3,000 other participants as we “shuffled” through the streets of Baltimore! We put together a short video capturing highlights from the morning, be sure to check it out. 🎥

At Kings Mill, we value our partnership with the Ronald McDonald Houses in the communities we serve and the opportunity to give back. We’re already looking forward to our next volunteer event at the Maryland House later this month, a summer cookout dinner for the residents!

05/29/2026

We’re wrapping up our month of resources in honor of Small Business Month! 💼

There’s no better time to invest in what matters most: your team and your future. If you're a business owner looking to attract talent, foster long-term commitment, and prepare for retirement, choosing the right retirement plan is key.

Explore this helpful guide to discover options designed with small businesses in mind, because a strong future starts with the right plan in place.⬇️

Retirement choices can feel intimidating. Choosing the right strategy can make all the difference.

05/25/2026

This Memorial Day, we pause to honor and remember the brave individuals who gave their lives in service to our country.

Their sacrifice makes the freedoms we enjoy each day possible and leaves behind a lasting legacy of courage, dedication, and selflessness.

05/21/2026

In recognition of Disability Insurance Awareness Month, it’s important to understand how income protection works - especially the difference between group and individual disability insurance.

Group coverage, which is often offered through an employer, can be a helpful starting point but may be limited or not fully transferable if you change jobs. Individual disability insurance, on the other hand, is tailored to you and stays with you regardless of employer. It may help provide more consistent, long-term protection.

Knowing the difference between these two types of policies can make a significant difference when it comes to protecting your income.

We encourage you to learn more by clicking the link below ⬇️

Compare group and individual disability insurance to learn their key differences, benefits, and which policy best suits your financial needs and life circumstances.

05/19/2026

Today, we're continuing our series dedicated to Small Business Owner's Month!

Running a business comes with unexpected risks, from property damage to liability claims, which makes the right protection essential. 💼

A Business Owner’s Policy, or BOP, can help safeguard your company from unexpected risks, which allows you to focus on growth with confidence.

🎥Watch this quick overview to learn how a BOP could help keep your business secure.

Learn the advantages of Business Owner's Policies with this highly educational and fun animated video.

05/15/2026

Today is National Senior Fraud Awareness Day, a reminder to come together and protect the older adults in our lives from scams and financial exploitation.

Seniors are often targeted with urgent or threatening requests, fake offers or prizes, deceptive tactics, and requests for personal information or payment by unusual methods. Take a moment to check in with your loved ones, encourage them to pause before sharing personal information, and stay informed about common scams.

Learn more and find helpful resources from the US Department of Justice’s Elder Justice Initiative by clicking the link below ⬇️
https://tinyurl.com/3x2tkbah