How an Advisor is like a Financial Coach.

How an Advisor is like a Financial Coach.

The other day I watched a great video with Dave Butler, Co-CEO of Dimensional Funds and

Should You Manage Your Own Investments? A Team Approach for Entrepreneurs

Should You Manage Your Own Investments? A Team Approach for Entrepreneurs

We’ve seen first hand how for many busienss owners, managing their investments personally can start as

What is the Corporate Transparency Act (CTA)? And Do I need to file my Beneficial Ownership Information Report?

What is the Corporate Transparency Act (CTA)? And Do I need to file my Beneficial Ownership Information Report?

The Corporate Transparency Act was approved by Congress in January 2021, and is a new federal

New IRS e-File Regulation for 2024

New IRS e-File Regulation for 2024

Remember that old saying “nothing ever stays the same”? Well, that saying can be applied to

Mills Wealth Market Update 4th Quarter 2023

Mills Wealth Market Update 4th Quarter 2023

DOWNLOAD THE PDF Happy new year!  As we enter 2024, I want to cover a few

How Markets Performed Across the World in the Fourth Quarter of 2023 – Mills Wealth Q4 Market Review

How Markets Performed Across the World in the Fourth Quarter of 2023 – Mills Wealth Q4 Market Review

The 4th quarter was quite the rollercoaster ride. The first month saw the market move down

Taking Stock of Mills Wealth’s Underlying Investments

Taking Stock of Mills Wealth’s Underlying Investments

Each quarter we look at the funds in our investment lineup as well available funds not

Are Higher Yields Good or Bad for Investors?

Are Higher Yields Good or Bad for Investors?

I recently read an article on Vanguard’s website talking about why higher yields may be a

What is AFR (Applicable Federal Rates)? And How does it Work?

What is AFR (Applicable Federal Rates)? And How does it Work?

Introduction If you are like most of the wealthy clients we work with, you have built

How Often Should I Update my Will?

How Often Should I Update my Will?

Is estate planning a one and done deal?… or does it, like your retirement planning, require