A donor advised fund (DAF) is a type of charitable giving program that allows donors to make a charitable contribution, receive an immediate tax deduction, and then recommend grants from the fund to their favorite charities over time. In other words, it’s a way for donors to give to charity
Do you have a long-lost 401(k) or retirement account left with a former employer? Maybe it’s been so long that you can’t even remember? With over 24 million “forgotten” 401(k) accounts holding roughly $1.35 trillion in assets, even the most organized professional may be surprised to learn of their unclaimed
STEPHEN NELSON AWARDED THE ACCREDITED INVESTMENT FIDUCIARY® DESIGNATION FROM Fi360 SOUTHLAKE, TX 9/28/2022 – Stephen Nelson of Mills Wealth Advisors has been awarded the Accredited Investment Fiduciary® (AIF®) Designation from the Center for Fiduciary Studies®, the standards-setting body for Fi360, a Broadridge company. The AIF® Designation signifies specialized knowledge of
The fact that you’ve decided to retire doesn’t necessarily mean you want to stop working. Retirement is a great time to explore alternative career options, try your hand at a new career, or work part-time to add a little extra cash to your bottom line every month. However, continuing to
Is your dream to retire before you turn 60? How about before you turn 45? If so, you might want to think twice before you make the move. If your heart is set on leaving work early, be sure you leave with the right mindset and the right estimation of
Do you have extra cash and are wondering whether you should save it, pay off debt, or invest it? Maximizing the use of excess cash is a balancing act, where the answer is different in every situation. This article breaks down how to prioritize debt paydown, and how holding too
DOWNLOAD THE PDF As most of you are aware, 2022 has been a tough investing climate in the market. It is rare that both stocks and bonds do poorly at the same time. The last time this happened was almost 2 decades ago in 1994, and only bonds ended the
DOWNLOAD THE PDF Each quarter we put together a PowerPoint detailing how different markets performed over the last quarter. You will notice that in Quarter 2 of 2022 ALL markets were down. The US Market was down 16.70% while the International Developed Market was down 14.66% and the Emerging Market
DOWNLOAD THE PDF Happy Easter! I hope you had a good holiday with your family. We did. Alli, my oldest, is in Wyoming playing soccer, recently hurt her Achilles tendon and was able to fly home for the weekend, so we had a nice family get-together with everyone home. Tyler,
DOWNLOAD THE PDF Each quarter we put together a PowerPoint detailing how different markets performed over the last quarter. You will notice that in Quarter 1 of 2022 ALL markets were down. The US Market was down 5.28% while the International Developed Market was down 4.81% and the Emerging Market