As an entrepreneur or a high-achieving sales leader, you likely wear many hats. You’re responsible for growing your business, closing deals, managing people, and ensuring that your company continues to move forward. Amid these many responsibilities, it’s easy to push aside your personal financial management. While taking control of your

I am TERRIBLE at drawing… But I love to do it when talking about money, especially when talking about how to make your money work better for you. There are so many terms and so much jargon in the finance industry and I feel like drawing pictures helps cut through

Many of our clients envision continuing to work indefinitely and never truly be fully in retirement. The passion for what they do can make the idea of retirement seem distant or even unnecessary. However, the reality is that planning to work forever isn’t a viable strategy. Life is unpredictable, and

Selling a business is often one of the most significant decisions a business owner will make, representing the culmination of years, if not decades, of hard work. However, this complex process is fraught with potential pitfalls, and even the most experienced business owners can make costly mistakes if they aren’t

By now, you have likely seen that markets across the world have been dropping on what is being called by some Black Monday 2, although that is a bit of an exaggeration. The original Black Monday occurred on October 19, 1987, when the Dow dropped 22.6% in one day. Today,

DOWNLOAD THE PDF Greetings from Tanzania, Africa. The family and I are escaping the heat and taking a once in a lifetime trip to Africa to witness all of nature’s wonder via the Wildebeests’ great migration across the Serengeti.  I tried to send this a couple times, but 3G internet

Mills Wealth Financial Advisors - Wealth Family Southlake

The 2nd quarter of 2024 was an interesting quarter to say the least. It started with a negative April, where stocks across the world were down. Which was followed by a hot may where we saw stocks soar positive to ultimately flatten out in the month of June.   Leading

There has been some confusion on whether or not there is a required minimum distribution each year of an Inherited IRA, or if it just had to be withdrawn over 10 years. That question has now been answered, and we have put together information below to help you with that.
This approach focuses on placing investments in different types of accounts to optimize tax efficiency and maximize after-tax returns.
This guide explains the roles of each key player involved in exit planning to help you be more familiar with the players and their roles.