The second quarter started out rocky with an over 10% drop in all major markets due to tariffs posed by the USA in the first 2 weeks. Luckily the tariffs were paused and the markets quickly recovered. International Developed Stocks led the way with a return of 12.05%, followed closely
When it comes to saving for retirement, one of the biggest decisions you’ll make is whether to contribute to a traditional (also known as “tax-deferred”) 401(k) or a Roth 401(k). Both options offer valuable tax advantages, but they work in very different ways. Choosing the right option depends on your
When most people think about financial planning, they often focus on budgeting, saving, investing, and planning for retirement. While all of these elements are important, one critical part of a strong financial foundation often gets overlooked: insurance. Insurance may not feel as exciting as growing your portfolio or hitting a
When it comes to planning for retirement, one of the most common questions people face is whether to contribute to a Traditional IRA or a Roth IRA. While both accounts offer tax advantages and are designed to help you save for retirement, they differ in how and when you get
My name is Griffin Eberly, I am currently a student at the University of Louisiana at Lafayette, and I am an intern at Mills Wealth Advisors for the summer. Managing money in college is hard. Most students are working part time, living on student loans, or relying on help from
Planning for retirement isn’t just about saving money — it’s about knowing how much you need to retire comfortably. That “how much” is often referred to as your retirement number — the amount of money you’ll need saved to maintain your lifestyle once you stop working. But do you know
Using your phone number for third-party verification can enhance security, but it also exposes you to potential fraud. Cybercriminals use tactics such as SIM swapping, phishing, and social engineering to gain access to your accounts. Here are key strategies to protect yourself: Enable Two-Factor Authentication (2FA) Securely Protect Your Phone
For years, the idea of saving $1 million for retirement has been seen as the gold standard — a symbol of financial security and success. But in today’s world of rising costs, longer life expectancies, and evolving lifestyle expectations, many are left wondering: is $1 million really enough to retire
In an increasingly automated world, where subscriptions can be started with a single click and charges often quietly renew month after month, it’s easy to lose track of where your money is going. While technology has made financial transactions more convenient, it has also made it more important than ever
According to security.org, sixty-two million Americans experienced credit card fraud in 2024, with unauthorized purchases exceeding $6.2 billion annually. It is also worth noting that most fraudulent charges were accessed remotely through personal data and account information, rather than lost or stolen cards. This highlights the importance of taking steps
Stop by our Southlake wealth-management office, just off TX-114 and minutes from Westlake, Trophy Club, and Colleyville, to meet the team that’s guided North Texas families and business owners for 25 years. Mills Wealth Advisors delivers fee-only financial planning, retirement-income strategies, tax-efficient investing, and exit-planning expertise to clients across the Dallas-Fort Worth metroplex. Tap the map below for turn-by-turn directions or give us a call to book your complimentary discovery meeting today.