DOWNLOAD THE PDF The beautiful spring weather of April is here, and itās hard to believe that another quarter has come and gone. This quarter marks a significant milestone for Mills Wealth Advisors, as it was 25 years ago that the firm was founded. In that time we have seen
Creating a well-defined exit plan is an essential strategy for every business owner, providing a roadmap for transitioning out of their company. An exit plan not only outlines how and when an owner will step away from their business, but it also ensures that they can do so in a
If you are nearing retirement, odds are you have thought a lot about how to get the most out of Social Security. You may have even thought about you or your spouse taking Social Security Benefits earlier than your Full Retirement Age (FRA). Below are some thoughts on how that
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
As a business owner who may currently be a trustee of a 401(k)/retirement plan or you may be looking into it, the aim of this article is to explain what, how and why plan benchmarking is important for you and your employees. A retirement plan can be a great tool
We are thrilled to share that Stephen Nelson, a cornerstone of our team, has been honored with the prestigious D Magazine’s Best Financial Planners for 2023. This accolade is a testament to Stephen’s expertise, dedication, and the strategies he employs to ensure our clients’ are well taken care of. His
The other day I watched a great video with Dave Butler, Co-CEO of Dimensional Funds and David Booth, Founder of Dimensional funds. In the video they talk about the client/advisor relationship and how that relationship should look. After watching, I had 6 take aways that I want to share. Below
We’ve seen first hand how for many business owners, managing their investments personally can start as an empowering endeavor. However, as business demands escalate and investment portfolios grow, the complexity of effective management increases. This is where our team of experts come into play, guiding entrepreneurs through the intricate landscape
The Corporate Transparency Act was approved by Congress in January 2021, and is a new federal law requiring many business entities to identify to the Treasury Department the individuals who own or control a 25 percent or greater interest in the entity or who otherwise exercise substantial control over the
Remember that old saying ānothing ever stays the sameā? Well, that saying can be applied to a wide array of things, including IRS filing regulations. Last year, the IRS issued updated regulations for 2024 that are intended to minimize the number of paper filings they receive each year. These new