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Winterset, IA  50273
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Blog

These days, everyone has an opinion on everything. When it comes to financial matters, place your trust in the opinion of a local professional who has over 30 years of experience. I am passionate about helping you  reach your financial goals, and hope to draw on my experience and knowledge to cover topics that will benefit you. With new posts on a regular basis, make sure to check back often.

Thank you,

Paul Millhollin, Financial Advisor

 

Wednesday, December 5, 2018

At some point around this time of year with talk of resolutions, the end of the calendar year and a new one starting I think most of us, at least momentarily, take stock of our lives, where we are at, and where we want to be personally...

 

Monday, October 29, 2018

On the 22rd of this month many of us will sit down to feast on the food of the day and enjoy the fellowship of friends and family. We may eat too much, spend too much time watching parades and football and look wishfully at the...

 

Tuesday, October 9, 2018

October 8th was Columbus Day. If we think about his journey across the ocean we have to wonder what would cause anyone to take on such danger, risking death every day of the voyage, not knowing what was waiting at the end? He was in it...

 

Thursday, August 30, 2018

As we go through life we tend to get set in our routine, so busy with our day to day concerns it can be difficult to find time to think about what we are doing or why. It’s like we are on autopilot, somewhat like the hamster on...

 

Thursday, August 2, 2018

If you are independently wealthy you may not need one. However most of us could benefit from a well thought out plan. It is never to early or to late to do some planning. Some issues to consider for today. What would your loved ones do...

 

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Monday, July 30, 2018

Thanks to the internet and social media, information on any topic is available in an instant. Have a question? Use a search engine. Want to know what your friends think about something? Ask them on social media. All for free, with so...

 

Friday, July 1, 2016

YOUR Declaration of Independence By Paul Millhollin, Financial Advisor Some of the biggest celebrations in the United States each year occur on July 4th. It is the day set aside to celebrate the approval of the Declaration of...

 

Wednesday, June 1, 2016

Get Financially Fit By Paul Millhollin, Financial Advisor Alright! June is here! It’s the beginning of our summer season. Time to do all those activities you thought about back on those cold January nights. Picnics, travel, yard...

 

Monday, May 2, 2016

May Is An Eventful Month By Paul Millhollin, Financial Advisor May is an eventful month. We begin with May Day, we proceed to Mother’s Day, then graduations, and end with Memorial Day. Similarly, the month of May can be taken to...

 

Monday, April 4, 2016

Now that spring is officially here, it’s prime time for those of us who love to plant flower or vegetable gardens. The old saying “April showers bring May flowers” may be echoing in your heads. As any gardener knows, it is vital to...

 

Tuesday, March 1, 2016

When you look at your tax return, do you feel as though the Luck of the Irish is with the IRS more than with you? Consider these four questions regarding your tax burden: Would you like to save for retirement while also reducing the...

 

Tuesday, February 2, 2016

Each year on Groundhog’s Day, Punxsutawney Phil takes a look around to try and predict the end of winter. Legend has it that if it’s overcast, then he will stay outside, as spring is near. If it is a sunny day, the...

 

Monday, January 4, 2016

The start of a new year is a great time to take stock of your priorities, goals, and resources. After all, New Year’s resolutions are all about good intentions and planning ahead. Many people often make health-related goals to improve...

 

Tuesday, December 1, 2015

This holiday season give your loved ones a priceless gift by having confidence in your financial plan. You can rest easy when you feel they will be taken care of no matter what next Christmas may bring.

 

Thursday, October 1, 2015

How do you find the best financial advisor? To begin to answer that question, first decide what you want from your advisor. Do you only want someone to place trades for you? Do you want stock tips and investment research? If that is...

 

Friday, September 4, 2015

While this may not be the answer you want to hear, the truth is no one knows for sure. The past few days I have seen all kinds of headlines; some forecasting gloom and doom, others saying the correction is over and that now is the...