Gen Z has grown up in a world shaped by rapid change. From a young age, they have experienced economic uncertainty, rising education costs, the explosion of technology, and constant access to financial content through social media. While they have more tools and information at their fingertips than any generation
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,
The other day I watched a great video with Dave Butler, Co-CEO of Dimensional Funds and David Booth, Founder of Dimensional funds. In the video they talk about the client/advisor relationship and how that relationship should look. After watching, I had 6 take aways that I want to share. Below
Remember that old saying “nothing ever stays the same”? Well, that saying can be applied to a wide array of things, including IRS filing regulations. Last year, the IRS issued updated regulations for 2024 that are intended to minimize the number of paper filings they receive each year. These new
August is National “Make a Will” Month, and it’s a great annual reminder to update your will if needed and create a will if you don’t have one already. A will is an important estate-planning document that can help you transfer your assets with ease. Having a proper will can
5 Things I Learned While Studying for the CFP Exam Over the last 3 months, I have been diligently studying and preparing to take the Certified Financial Planner (CFP) Exam. Although the process of preparing for the exam was time-consuming and stressful, all my hard work paid off on July
The traditional retirement age in the United States is 65, the age at which most people are eligible to begin receiving full Social Security benefits. But many people feel the allure of leaving the workforce much sooner. Many Americans are deciding to retire earlier than planned, whether by choice or
Knowing how much cash you have coming in and how much is going out is important, but knowing why and where the money is going is another level of awareness most don’t take the time to dissect. Whether you’re a business owner or non-business owner planning for retirement, having a
I recently read an article on the US Debt Ceiling and thought it was did a great job explaining what’s going on. Below I have summarized the the article and posted a link to the PDF. I hope you enjoy it. US Debt Ceiling Info and History The US debt
DOWNLOAD THE PDF The market investing year of 2023 is off to a solid start. Despite some concerns with the liquidity of some banks, ALL equity and fixed income markets were positive in the first quarter. International Developed Stocks were up 8.02% over the quarter followed by the US Market
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.