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
August is National āMake a Willā Month, and itās a great annual reminder to update your will if needed and create a will if you donāt have one already. A will is an important estate-planning document that can help you transfer your assets with ease. Having a proper will can
5 Things I Learned While Studying for the CFP Exam Ā Over the last 3 months, I have been diligently studying and preparing to take the Certified Financial Planner (CFP) Exam. Although the process of preparing for the exam was time-consuming and stressful, all my hard work paid off on
July 18, 2023 – Mills Wealth is proud to announce that Emily Rickman, CPA CFPĀ®, has obtained her Certified Financial Plannerā¢ certification with the Certified Financial Planner Board of Standards (CFP Board). Rickman, a Private Wealth Advisor, is responsible for providing guidance to clients on a variety of financial matters
I hope you are managing to stay cool. For those of you that arenāt in Texas, Iām either getting older or it feels like Texas is sinking closer to Hades. My daughter that is in college in Wyoming came home for a few weeks and
I know itās mid-year of 2023, but are you thinking about your taxes and financial strategies for 2026? If not, you should be.Ā We had this conversation with a client who is planning on selling their business soon, and they were surprised to hear that 2026 is such an important
The traditional retirement age in the United States is 65, the age at which most people are eligible to begin receiving full Social Security benefits. But many people feel the allure of leaving the workforce much sooner. Many Americans are deciding to retire earlier than planned, whether by choice or
PAYING YOUR KIDS AS A BUSINESS OWNER Paying your children may be one of the most underutilized tax strategies of small businesses owners. Yes, you can hire your children to work for you, and youāre able to pay them a legitimate wage. There are multiple planning opportunities that become available
Ā As an investor, you make the conscious decision to take on the risks associated with investing. At the end of the day, this risk translates to some investments being āwinnersā and some being ālosersā. Unfortunately, almost every investor will encounter these āloserā investments from time-to-time during their life. But