Client Communications
QUARTERLY MARKET REVIEWS:
Family Finances & Empowering Women
By Lena Melugin, Private Wealth Advisor I’ll never forget one of my most impactful client meetings
Safe Harbor IRS Provision
If you are a W-2 employee, then your employer should be withholding and submitting your taxes
Mills Wealth Market Update 3rd Quarter 2023
DOWNLOAD THE PDF Summer just won’t go away, but I think Fall is finally sneaking into
How Markets Performed Across the World in the Third Quarter of 2023 – Mills Wealth Q3 Market Review
DOWNLOAD THE PDF The 3rd quarter was the first quarter this year that saw all markets
Medicare Open Enrollment Begins Oct. 15th. What Does That Mean For Me?
Medicare’s open enrollment period happens once a year between October 15 and December 7. During this
Understanding Social Security Benefit Taxation
Receiving Social Security benefits is advantageous in retirement, but like almost every other form of income,
Let’s Make a Plan. October is Financial Planning Month
As the holiday season draws near, most people are thinking about their finances over the next
How to Save for College in 2023
The leaves are changing, the weather is cooling down, and football is finally back—there’s always a
Convert or Not Convert – Roth Conversions: Why Should I Pay Tax Now? Is it Really Worth it?
There are many strategies that can help make a great financial plan. One strategy that often
What Can I Do With Stock in My 401(k) Plan? A Guide to Net Unrealized Appreciation
In the realm of financial planning, understanding the intricacies of investment strategies and tax implications is