Client Communications

QUARTERLY MARKET REVIEWS:

2018 Q2

2018 Q3

2018 Q4

Why Financial Advice Matters More Than Ever for Gen Z

Gen Z has grown up in a world shaped by rapid change. From a young age,

What Should I Do With My Old 401(k)?

If you’ve recently changed jobs or left an employer, you may wonder what to do with

Sad News in Margaritaville: A $275 Million Estate in Le …

When Jimmy Buffett died in 2023, he left behind more than a legendary brand and loyal

Do You Have Enough Disability Insurance?

Many people insure their homes, cars, and health, but overlook their most valuable asset—their ability to

How Much Can You Afford to Spend on a New Home?

Buying a new home marks one of the biggest financial decisions you will ever make. While

Mills Wealth 2nd Quarter Market Update – 2025

DOWNLOAD THE PDF In our last Quarterly Newsletter, we focused much of our time and attention

Should You Quickly Pay Off Your Student Loans?

Student loans affect millions of Americans and often linger long after graduation. If you have student

Market Review Second Quarter 2025

The second quarter started out rocky with an over 10% drop in all major markets due

Facing the Rising Cost of College: Why Financial Planni …

College costs continue to rise, and families across the country feel the financial pressure. What once

Roth vs. Traditional 401(k): Which Retirement Account I …

When it comes to saving for retirement, one of the biggest decisions you’ll make is whether