Client Communications

QUARTERLY MARKET REVIEWS:

2018 Q2

2018 Q3

2018 Q4

You Should Check Your Bank Transactions Monthly for Unauthorized Charges

In today’s digital world, where online shopping, automatic payments, and mobile banking are part of everyday

Your Business Is Thriving but Is Your Personal Wealth Keeping Up

You’ve built a successful business through hard work, smart decisions, and relentless focus. Revenue continues to

Tax provisions in the One Big Beautiful Bill Act – Individuals

On July 4th, the One Big Beautiful Bill (OBBB) was signed into law. This new bill

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 Legal Chaos

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