Millard Financial Group
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Everything starts with financial education!! How can you plan for retirement without knowing the road ahead?
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
06/16/2026
Josh had the honor of joining Dean Zayed and fellow Brookstone Capital Management colleagues this morning at the Cboe Global Markets opening bell-ringing. This was a great experience, and a great start to the upcoming week in Chicago!
🚨 76 Years of Headlines… And the Market Keeps Moving Forward 📈
From oil embargoes to global pandemics, the S&P 500 has faced decades of uncertainty, and historically, come out stronger on the other side. But what does that mean for your portfolio right now?
In today's video, Josh with Millard Financial Group and Erin Kennedy talk through:
• How markets have responded to major global events over time
• When it actually makes sense to adjust your investments... and when it doesn’t
• What changes (if any) pre-retirees and retirees should consider
• ⚠️ The real risk retirees face in a down market: sequence risk
• 🛡️ Strategies to help protect your income during volatility
The big takeaway: Your financial plan should be built around your life and your goals... not the latest headline. If recent market news has you feeling uneasy, please feel free to give Josh a call at 260.488.8300 or visit www.MillardFG.com to create a financial plan tailored to your goals and risk tolerance.
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
💡 In-Service Rollovers at 59½: Is Moving Your 401(k) a Smarter Move?
Turning 59½ can unlock a powerful (and often misunderstood) retirement planning option: the in-service rollover.
Many workplace plans allow you to move part of your 401(k) into an IRA while you’re still working, under rules set by the Internal Revenue Service.
But is it actually better than staying in your employer plan?
In this video, Drew with Millard Financial Group and Erin Kennedy break down:
👉 What an in-service rollover really is
👉 When it makes sense — and when it doesn’t
👉 What to compare before making a move (hint: fees, investments, advice, and protections)
If you’re approaching (or already past) 59½, the in-service rollover can be a powerful strategy to help you prepare for retirement. To talk through the pros and cons with Drew, please call 260.488.8300 or visit www.MillardFG.com
05/14/2026
Huge congratulations to one of our favorite people, Mikhayla Palicte, on graduating from Purdue University Fort Wayne! 🎓✨
Balancing work, classes, and life is no small task, but you handled it with so much grace and dedication. We are incredibly proud of everything you have accomplished, and our entire team is so lucky to have you!
05/13/2026
We held our annual Client Referral Event last night at Country Heritage Winery! This event is our way of expressing sincere gratitude to the clients who so generously refer their friends and family to us throughout the year. That kind of confidence and support means the world to us. Thank you to everyone who joined us and helped make it such a great evening!
Will you be at our event in 2027?
05/08/2026
Stocks surged in April, delivering their strongest monthly gains in five years as solid economic data, easing geopolitical tensions, and upbeat first-quarter earnings lifted investor sentiment. The Nasdaq climbed 15.29%, the S&P 500 rose 10.42%, and the Dow gained 7.14%, while Canada’s S&P/TSX Composite added 3.65%. With no Fed meeting in May, attention turns to remarks from Fed officials and how evolving economic data may shape expectations moving forward. From \$34.1 billion in U.S. spending to the popularity of Mother’s Day dining and gifts, this month’s By the Numbers highlights how families celebrate the occasion.
Monthly Market Insights | May 2026 Monthly Market Insights | May 2026 U.S. and Canadian Markets Stocks surged in April, notching their best month in five years as investors cheered upbeat economic news, efforts to lower tensions in the Middle East, and first-quarter results. The Nasdaq Composite rose an eye-catching 15.29 percent, wh...
🛡️💼 How Do You Know If Your Advisor Is Really Working for You?
A recent case involving a Georgia advisor who pleaded guilty to a $380 million Ponzi scheme is a scary reminder: trust matters... and so does transparency. ⚠️
In this interview, Drew with Millard Financial Group and Erin Kennedy walk through how investors can evaluate whether their advisor is truly acting in their best interest, what red flags to watch for 🚩, and what questions every client should feel comfortable asking.
Because protecting your financial future starts with choosing the right advisor. 🔐If you'd like a second opinion, or if you'd simply like to work with an advisor who values transparency and making sure clients feel educated and empowered, please call Drew at 260.488.8300 or visit www.MillardFG.com
📚
Social media platforms like TikTok are changing how people learn about money, but not always for the better. According to the FINRA Investor Education Foundation, 25% of adults now turn to social media for investing advice, and that number jumps to 61% for people age 35 and under.
In this interview, Josh Millard with Millard Financial Group and Erin Kennedy break down why short, viral money tips can oversimplify risk and blur the line between education and advertising. Keep in mind, building wealth and disciplined investing rarely isn't all that exciting; it's built on discipline, diversification, and time.
If you (or your kids) are getting financial advice from social feeds, and you'd like to talk to a real human who understands your unique goals and risk tolerance, please call Josh at 260.488.8300 or visit www.millardfg.com
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9602 Coldwater Road, Suite 204
Fort Wayne, IN
46825