This approach focuses on placing investments in different types of accounts to optimize tax efficiency and maximize after-tax returns.
it's a great time to review your financial situation and make necessary adjustments to minimize your tax liability
Retiring in a different state can be an exciting and fulfilling decision, but it requires thorough planning
Mills Wealth Financial Advisors - Ohio National Financial Services
Retiring abroad offers a wealth of opportunities for adventure, lower living costs, and new experiences, but it also comes with challenges such as cultural barriers, distance from loved ones, and legal complexities

Have you ever ended a month and wondered how much money did you save? Or even worse, wondered how much you even spent? In today’s fast-moving world, managing your finances can seem like a Herculean task, particularly for those who currently make a good income, and is even worse if

I recently read an article on Vanguard’s website talking about why higher yields may be a good thing for investors. As you may know, in 2022 when interest rates went from essentially 0% to 5% it was bad for both the stock market and bond market, with both of them

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 ā€œwinnersā€ and some being ā€œlosersā€. Unfortunately, almost every investor will encounter these ā€œloserā€ investments from time-to-time during their life. But

In an engaging piece by David Booth, the founder and chair of Dimensional Fund Advisors, a critical question is raised – can artificial intelligence (AI) help pick stocks? With the advent of technology capable of processing vast amounts of data, many might be inclined to say yes. However, Booth offers

I recently read an article on the US Debt Ceiling and thought it was did a great job explaining what’s going on. Below I have summarized the the article and posted a link to the PDF. I hope you enjoy it.   US Debt Ceiling Info and History The US

Unlocking Retirement Wealth: The Power of the Solo 401(k) and Backdoor Roth IRA When it comes to investing for retirement, there’s a plethora of choices at our disposal. The options may range from traditional IRAs, 401(k)s, and Roth IRAs, to lesser-known alternatives such as the Solo 401(k) and Backdoor Roth