I love golf. But every day for the rest of my life? No chance. Thousands of people fall into the same trap when they retire: they assume that more leisure, more golf, more travel, more relaxation, is the key to a happy retirement. But after working with hundreds of retirees,
Why Estate Planning Matters Estate planning is not just for the wealthy, it’s a crucial process for everyone, ensuring that your assets are distributed according to your wishes and that your loved ones are not burdened with unnecessary legal and financial challenges. Proper planning also prepares for unforeseen circumstances, such
Starting in 2025, retirement savers in their early 60s will have an exciting new opportunity to boost their savings. Thanks to the Secure Act 2.0, individuals aged 60 to 63 will be eligible for increased catch-up contributions—what’s now being called the “super” catch-up contribution. This change aims to help older
Why Most People Fail at Setting New Year’s Financial Goals (and How to Succeed) Every year, millions of people set ambitious financial goals for the New Year. They vow to save more, spend less, pay off debt, or finally start investing for the future. But as the months roll by,
As wealth management strategies evolve, one financial tool has remained a key consideration for high-income earners: the Backdoor Roth IRA. This strategy allows individuals who exceed the income limits for Roth IRA contributions to still take advantage of the tax benefits that Roth accounts offer. But how does it work,
With the election less than 6 weeks away many investors worry about how the election is going to affect their portfolio. The truth of the matter is that if you are a long term investor, jobs reports, GDP, and the election shouldn’t be something you should worry about. They are
We are thrilled to share that Stephen Nelson, a cornerstone of our team, has been honored with the prestigious D Magazine’s Best Financial Planners for 2023. This accolade is a testament to Stephen’s expertise, dedication, and the strategies he employs to ensure our clients’ are well taken care of. His
DOWNLOAD THE PDF Summer just won’t go away, but I think Fall is finally sneaking into North Texas. On the weekends I smell barbecue cooking at the Southlake Dragon high school football tailgates & the same goes for the college pregame tailgates on Saturdays (and the post-game parties afterwards.) Wyoming
July 18, 2023 – Mills Wealth is proud to announce that Emily Rickman, CPA CFP®, has obtained her Certified Financial Planner™ certification with the Certified Financial Planner Board of Standards (CFP Board). Rickman, a Private Wealth Advisor, is responsible for providing guidance to clients on a variety of financial matters
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, and all but US Bonds were positive in the 2nd quarter. US stocks were