Millard Financial Group
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Our first step on the journey to retirement is to provide a comprehensive understanding of what our clients will encounter along the way. Retirement planning can be a daunting task, and it is important to be informed
and understand the basics. This knowledge helps our clients stay fully engaged in the planning process. Millard Financial Group (MFG) is a full-service financial planning firm. We see
💸 Expecting a Windfall? How to Make Sure Your Inheritance Doesn’t Disappear
A shocking stat from ThinkAdvisor: 👉 42% of heirs lose their inheritance within just ONE year. The average amount? 💰 $133,000 — gone.
So what’s really going on here? And more importantly… how can families avoid it? 🎯
In this interview, Josh Millard with Millard Financial Group and Erin Kennedy break down:
• Why inheritances are spent faster than other financial windfalls
• The biggest mistakes families make when passing down wealth
• Smart strategies to help ensure your legacy actually lasts
Receiving an inheritance often comes with more than just financial decisions... it can carry real emotional weight. The best way to protect your family and make thoughtful choices is to have a plan in place ahead of time. Connect with Josh at 260.488.8300 or visit www.MillardFG.com to start building a strategy that supports your family’s future.
06/05/2026
Markets continued their upward climb in May, supported by strong technology performance, positive economic data, and ongoing diplomatic efforts in the Middle East. The Nasdaq gained 8.36%, the S&P 500 rose 5.15%, and Canada’s S&P/TSX Composite added 2.37%, while investors welcomed better-than-expected job growth and upbeat corporate earnings. With the Fed's next meeting scheduled for June, attention is turning to updated economic projections and what they may signal about the broader economy. From \$24 billion spent on Father's Day to the popularity of dining out and special outings, this month's by-the-numbers highlights how families celebrate the dads in their lives.
Monthly Market Insights | June 2026 Monthly Market Insights | June 2026 U.S. and Canadian Markets Stocks pushed higher in May, fueled by big tech names, positive economic news, and ongoing diplomatic efforts in the Middle East. The Nasdaq Composite, which rose 15.29 percent in April, tacked on another 8.36 percent. The Standard & Poor...
A 401(k) can be one of your most powerful retirement tools, but timing those withdrawals matters more than most people realize. As Josh Millard with Millard Financial Group explains to Erin Kennedy, if you take money out too early, you could face penalties. But on the other hand, if you wait too long, required minimum distributions could push you into a higher tax bracket.
So how do you strike the right balance?
In this interview, we break down:
✔️ Why tax-deferred savings matter
✔️ The rules around early withdrawals (and what they cost you)
✔️ How withdrawals are taxed after 59½
✔️ What you need to know about RMDs
✔️ Strategies to create income without creating a tax headache
The goal isn’t just to save, it's to shoot for higher returns by being "tax smart." If you'd like to determine your withdrawal strategy and how it affects when you claim Social Security and what you'll pay for Medicare, please give Josh a call at 260.488.8300 or visit www.MillardFG.com
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9602 Coldwater Road, Suite 204
Fort Wayne, IN
46825
