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
My name is Griffin Eberly, I am currently a student at the University of Louisiana at Lafayette, and I am an intern at Mills Wealth Advisors for the summer. Managing money in college is hard. Most students are working part time, living on student loans, or relying on help from
Fifteen years ago, I had a different plan. I thought I was going to be an attorney. Specifically, an estate planning attorney like my great uncle. The one my grandfather said I looked just like. That stuck with me. I had the grades. I was studying finance. I played college
When you become a parent, you will likely start to do everything in your power to set your child up for success. For some parents, this might include opening and funding an investment account for their children. However, before parents decide to go down this route, they should familiarize themselves
The next decade in business won’t look anything like the last. The rules are changing. Fast. What used to work — predictable growth, simple systems, even traditional marketing — is becoming outdated. We’re entering a time where adaptability, speed, and clarity matter more than size or legacy. After listening to
You’d be surprised how fast your financial life can change when you have a clear plan—and the right team behind you. Just ask John. We first met John on February 4th. At that time, he was feeling stuck. Not broke. Not reckless. Just… overwhelmed. Despite having a liquid net worth
James built and sold a company for eight figures. He didn’t inherit wealth. He created it—through grit, risk, long hours, and an unwavering belief in what he was building. Today, James is worth over $10 million. But here’s the twist: You’d never know it. He doesn’t drive the nicest truck
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.