When Jimmy Buffett died in 2023, he left behind more than a legendary brand and loyal fans. He left a $275 million estate, and a trust designed to manage it. But instead of bringing peace to his family, the trust has sparked a bitter legal battle. Buffett named his wife,
DOWNLOAD THE PDF In our last Quarterly Newsletter, we focused much of our time and attention on what happened in early April with the tariffs and the postponement of the tariffs. So, just like the market ignored that and pressed onward and upward, we will only lightly discuss the beginning
The second quarter started out rocky with an over 10% drop in all major markets due to tariffs posed by the USA in the first 2 weeks. Luckily the tariffs were paused and the markets quickly recovered. International Developed Stocks led the way with a return of 12.05%, followed closely
Today we celebrate freedom, independence, and the values that built this beautiful country. As wealth advisors, we’re reminded how financial freedom is an extension of those same ideals. The ability to live life on your terms and create a legacy that lasts. Wishing you and your family a safe, joyful,
Here’s my HOT TAKE for the day, I don’t think that everyone needs a financial advisor. There are a lot of great investors out there who do a great job doing financial planning on their own. That being said, I believe there are 4 questions you have to answer YES
Love him or hate him, Morgan Wallen is a beast of an artist. He just dropped a 37 track album 🤯. In 2021 he dropped a 30 track album, titled Dangerous, and I thought he was crazy. Then in 2023 he dropped a 36 track album, One Thing at a
Young professionals have one major advantage in building wealth: time. Starting to invest early creates long-term momentum. It gives investments the chance to grow steadily before major life expenses begin to compete for attention. Cash sitting in a checking account loses value. Investments, when managed wisely, have the potential to
I’ve spent 13 years as a financial advisor, and I’ve seen how proper planning is the foundation of a solid retirement plan. I believe there are 7 accounts you need for a successful retirement. Here’s what most people don’t know about them👇 𝗖𝗵𝗲𝗰𝗸𝗶𝗻𝗴 𝗔𝗰𝗰𝗼𝘂𝗻tThis is your income hub. It’s where
I surprised a client the other day when we gave him some thoughts on his taxes. I’m not a CPA or EA and don’t claim to be, but as a CFP, I’ve learned a thing or two about taxes and I enjoy sharing what I know. After giving him our
If it costs less than $500 to replace, please do not buy insurance on it. I know that sounds strange coming from a financial advisor but hear me out.. Insurance is there to protect you from risks you cannot afford to take on yourself, not the ones you can. Yet
Stop by our Southlake wealth-management office, just off TX-114 and minutes from Westlake, Trophy Club, and Colleyville, to meet the team that’s guided North Texas families and business owners for 25 years. Mills Wealth Advisors delivers fee-only financial planning, retirement-income strategies, tax-efficient investing, and exit-planning expertise to clients across the Dallas-Fort Worth metroplex. Tap the map below for turn-by-turn directions or give us a call to book your complimentary discovery meeting today.