351 ETF Exchange: A Tax-Efficient Transition Strategy
An Exchange-Traded Fund (ETF) is an investment fund that holds a diversified portfolio of assets such
Working Longer: The New Retirement Reality
An estimated one in five Americans aged 65 and older were employed in 2023. This represents
13 Common Small Business Tax Deductions You Might Be Mi …
Tax season can be a stressful time, especially for small business owners and self-employed individuals. With
Mills Wealth 1st Quarter Market Update 2025
DOWNLOAD THE PDF Each Quarterly Newsletter we strive to focus on commenting on the previous quarter.
When Should I Hire an Advisor or CFP?
Before we begin to address the question of when to hire a financial advisor, it is
Market Review First Quarter 2025
The first quarter of 2025 started off on a positive note, with most major markets posting
Understanding the New 529 to Roth IRA Rollovers
As part of the SECURE 2.0 Act, owners of 529 plan accounts can now make tax-
Should I Buy the Dip? 4 Things to Consider
The stock market is expected to be down another 2% today. Do these 4 things before
Major Age Milestones That Can affect Your Retirement As …
There are several considerations and milestones that should be considered when planning for retirement. Here is
Is long term care insurance a good idea?
A study from the Department of Health and Human Services (HHS) indicates that approximately 49 percent