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How to Choose the Right Investment Advisor

Submitted by Mills Financial Planning Inc. on August 26th, 2020

With the proliferation of investment and personal finance websites, investors have access to a boundless number resources and tools once only available to financial professionals.

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Planned Giving Goes Further

Submitted by Mills Financial Planning Inc. on November 22nd, 2019

There are many ways that we support our favorite charitable causes. However, one of the most beneficial ways to support a favorite charity now and into perpetuity is through planned giving.

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Planning for Long Term Care

Submitted by Mills Financial Planning Inc. on November 22nd, 2019
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What To Do When You Win the Lottery

Submitted by Mills Financial Planning Inc. on October 3rd, 2019

If you’re human you couldn’t possibly have avoided thoughts of what you might do if you had won the recent Mega Millions lottery of over $640 million.

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Have a Long Term goal? Financial Planning can Help You get you there

Submitted by Mills Financial Planning Inc. on October 3rd, 2019

After several years of wallowing in financial upheaval caused by a severe recession and financial crisis, Americans are, once again, looking to the future. A renewed confidence has many people setting their sights on long term goals that, just a few years ago, may have seemed out of reach.

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Estate Planning should include you online accounts

Submitted by Mills Financial Planning Inc. on August 5th, 2019

Helping you plan for and protect your assets and your legacy is something I'm very passionate about. I wanted to pass along some information that talks about an area that you can’t afford to overlook in the estate planning process. 

Estate Planning 2.0 – Protecting Your Digital Footprint

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When should I shred my important documents?

Submitted by Mills Financial Planning Inc. on July 16th, 2019

Knowing which financial and personal paperwork to keep or toss is very important. Here’s a suggested timeline for keeping/shredding documents.

Documents which should be kept indefinitely—in a secure location:

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Tax Planning Basics

Submitted by Mills Financial Planning Inc. on January 25th, 2019

For years it was assumed that tax planning was reserved for the wealthy. While wealthy individuals will see the most benefit from tax planning, with big changes looming for the 2018 tax year, even middle-income earners can reap the benefits of tax planning.  

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Is Your Classic/Collector Car Underinsured?

Submitted by Mills Financial Planning Inc. on January 31st, 2018

In the wake of hurricanes Harvey and Irma, two of the worst storms to make landfall in the U.S., the fate of thousands of homeowners is still up in the air. So, it may seem a bit trivial to point out that the storms also destroyed thousands of luxury and classic cars.

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Have a Long Term goal? Financial Planning can Help You get you there

Submitted by Mills Financial Planning Inc. on March 20th, 2017

After several years of wallowing in financial upheaval caused by a severe recession and financial crisis, Americans are, once again, looking to the future. A renewed confidence has many people setting their sights on long term goals that, just a few years ago, may have seemed out of reach.

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Investment Adviser Representative offering securities and advisory services through Cetera Advisors LLC, member FINRA / SIPC, a broker/dealer and registered investment advisor. Cetera is under separate ownership from any other named entity.

This site is published for residents of the United States only. Registered Representatives of Cetera Advisors LLC may only conduct business with residents of the states and/or jurisdictions in which they are properly registered. Not all of the products and services referenced on this site may be available in every state and through every representative listed. For additional information please contact the representative(s) listed on the site, visit the Cetera Advisors LLC site at www.ceteraadvisors.com

Individuals affiliated with this broker/dealer firm are either Registered Representatives who offer only brokerage services and receive transaction-based compensation (commissions), Investment Adviser Representatives who offer only investment advisory services and receive fees based on assets, or both Registered Representatives and Investment Adviser Representatives, who can offer both types of services.

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