Client Communications

QUARTERLY MARKET REVIEWS:

2018 Q2

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2018 Q4

Happy 4th of July from all of us at Mills Wealth Advisors.

Today is a reminder to be grateful for the freedoms we enjoy, the sacrifices that made

Everyone Is Scared of the Market Right Now – Here’s What Smart Investors Are Actually Doing

A lot of people are nervous about money right now. Between political uncertainty, global conflict, oil

Colleyville Retirement Planning: Social Security, Medicare, and What Comes Next

Retirement planning in Colleyville often looks different than generic retirement advice. Many families here have spent

RSUs, ISOs, and NQSOs: A Guide to Equity Compensation Tax Planning

If you work at a tech company, a startup, or any growth-stage business, equity is probably

Irrevocable Life Insurance Trusts (ILITs): Do You Need One?

Life insurance is one of the most common tools for protecting your family’s financial future. But

Donor-Advised Funds: The Most Tax-Efficient Way to Give to Charity

Most people give to charity from their checking account. They write a check, they claim a

Juneteenth: Reflecting on Freedom, Progress, and Opportunity

Today, we recognize Juneteenth, a day that commemorates the end of slavery in the United States

SECURE 2.0 Act: Catch-Up Contributions, Roth Rules, and RMDs

The SECURE 2.0 Act is one of the most significant retirement planning reforms in years. While

How to Choose the Best Financial Advisor in DFW

Finding the right financial advisor in the Dallas–Fort Worth metroplex can feel overwhelming. The region is

AI Isn’t an Expert. It’s an Intern: 5 Rules for Using AI With Your Finances

Artificial intelligence is everywhere right now. Whether it’s ChatGPT, Claude, Gemini, or one of the dozens