A professional man reading a book titled “Section 351 Fund,” representing investors and business owners learning about tax-efficient strategies for concentrated stock positions.

Every once in a while, I meet an investor who’s “too successful” with a single stock. Maybe it’s Apple, Nvidia, or Tesla — one of those household names that’s grown 10- or 20-fold over the years. It’s an incredible story, but it also creates a problem: how do you diversify

Stressed businessman working late at desk surrounded by paperwork, symbolizing the need for time-saving financial strategies.

Have you ever ended a month and wondered how much money did you save? Or even worse, wondered how much you even spent? In today’s fast-moving world, managing your finances can seem like a Herculean task, particularly for those who currently make a good income, and is even worse if

Promotional graphic for the Mortgages & Money Masterclass featuring Stephen Nelson, Financial Planner at Mills Wealth, and Mei-Lai Tracy, Mortgage Loan Originator with Edge Home Finance.

Most people wait until January to “get their finances in order.” That’s a mistake that costs them every single year. It’s like showing up to a race when the finish line is already closing. The biggest opportunities to protect and grow your wealth disappear at midnight on December 31st. And

A smiling graduate in a cap and gown holding a paper marked “Loan Paid” beside the words “Debt Relief,” symbolizing student loan forgiveness and financial freedom.

Student loan forgiveness attracts attention from millions of borrowers who want relief from college debt. Yet confusion about who qualifies and how it works can lead to costly errors. Understanding the truth behind the most common myths can help you plan smarter and stay financially secure. Myth 1: Everyone Qualifies

Young family reviewing life insurance documents at home, symbolizing affordable term coverage and financial protection.

For young families, life insurance provides peace of mind and financial security. However, many parents struggle to decide how much coverage to buy or how long to keep it. The concept of insurance laddering offers a flexible, cost-efficient approach. This strategy allows you to match insurance coverage to your family’s

Two business professionals discussing documents with a laptop at a meeting, representing an exit planning advisor working with a Southlake business owner.
This guide explains the roles of each key player involved in exit planning to help you be more familiar with the players and their roles.
Stressed businessman working late at desk surrounded by paperwork, symbolizing the need for time-saving financial strategies.

Have you ever ended a month and wondered how much money did you save? Or even worse, wondered how much you even spent? In today’s fast-moving world, managing your finances can seem like a Herculean task, particularly for those who currently make a good income, and is even worse if

Mills Wealth Advisors Q3 2025 Quarterly Market Review cover slide.

The 3rd quarter of 2025 delivered strong performance across global stock markets, with Emerging Market Stocks leading the gains at 10.64%, followed by U.S. Stocks at 8.18%, International Developed Stocks at 5.33%, Global Real Estate at 4.22%, the U.S. Bond Market at 2.03%, and the Global Bond Market at 0.49%.

Three women reviewing financial charts and data together, representing financial planning and empowerment for women.

Money influences every part of life, from daily decision-making to long-term dreams. For women, financial independence is not only about security but also about freedom and confidence. Building strong financial survival skills ensures that you can handle challenges, seize opportunities, and create a future on your terms. How Women Can

Illustration showing 403(b) and 457(b) folders side by side labeled double tax advantage.

When you save for retirement, you may think first of a 401(k). For those who work in public service, education, or nonprofit organizations, two other powerful tools often come into play: the 403(b) and the 457(b). You can use these two plans together. When you do, the savings potential grows