Megan Mills - Financial Planner

05/25/2026

Memorial Day is a time to pay tribute to those who made the ultimate sacrifice in service to the United States. They will always be remembered. Wishing you and your loved ones a peaceful Memorial Day holiday.

05/15/2026

Wednesday, I had the honor of graduating from Leadership Georgetown, and I’ve spent a lot of time reflecting on what an impactful experience these last 9 months have been.

Leadership Georgetown gave me the opportunity to learn more deeply about our community, the people who serve it, and the many organizations working behind the scenes to make Georgetown such a special place. More than anything, it reminded me how important connection and community truly are.

For my class commitment speech, I shared how much I value being a connector — helping people feel plugged into the community, supported, and seen. I truly believe that if you want a strong community, you have to help build it.

One of the most meaningful parts of this experience was working on our class project for the Home Base Program at the Baptist Children’s Home. Home Base serves young adults ages 18–24 who have aged out of the foster care system by providing life skills support, education assistance, career guidance, and community.

Our class had the opportunity to build a new outdoor gathering space complete with a deck, two shade structures, furniture, and grills — creating a place where these young adults can relax, connect, and build community of their own.

I’m incredibly grateful for the relationships built throughout this program, the lessons learned, and the chance to serve alongside such an amazing group of leaders. Georgetown is truly special, and I’m excited to continue investing in this community for years to come.

05/11/2026

I’m incredibly honored and grateful to have been selected as one of Georgetown’s 5 Under 40 recipients.

This recognition means so much because it reflects the community that surrounds all of us. Georgetown is filled with people who care deeply, serve generously, and work hard to make a positive impact — and I’m thankful to be a small part of that.

I want to sincerely congratulate all of the finalists and winners. It was inspiring to be surrounded by so many talented, driven, and community-minded individuals who are doing amazing things across Georgetown.

Thank you to my parents for setting such a strong example of hard work, generosity, and service, and thank you to my husband, Brandon, for his constant support and encouragement.

I’m incredibly grateful for this community, the relationships I’ve built here, and everyone who has supported me along the way. Looking forward to continuing to serve and grow alongside so many amazing people.

05/06/2026

Last night was a blast getting to support the Annunciation Maternity Home with some of my favorite PWOWsers! The Materinty Home is expanding their footprint with new houses for single mothers and building a day care. These resources are such a blessing to all of Central Texas. Cynthia Flores, you are doing an amazing job of leading this organization!

05/01/2026

What are your spring cleaning goals this year? Cleaning the garage? How about financial well-being? Contact us and we can help with strategies to keep everything in order.

04/29/2026

What a $5 Frappuccino can teach your teen about building wealth 👇

April is National Financial Literacy Month, and here's a number worth sharing at the dinner table.

If your teen opens a Roth IRA at 18 with $1,000 from a part-time job and adds $1,000 a year, that single account could be worth nearly $500,000 by age 65. Tax-free.

Think they can't save $1,000 a year? Skipping the daily Frappuccino more than covers it. ☕

But the best financial education isn't about the math. It's about real decisions with real consequences.

A few things that actually work:

✅ Hand them cash instead of a credit card for shopping. Let them keep what they don't spend.

✅ Give them a clothing budget for the year. If they blow it by October, that's the lesson.

✅ Have the college money talk before they fall in love with a school. As one counselor put it, "Have the conversation before they buy the hoodie."

✅ With the Roth IRA, you can show them that there are certain rules with certain accounts. For example, to qualify for the tax-free and penalty-free withdrawal of earnings, Roth IRA distributions must meet a 5-year holding requirement and occur after age 59½. Also, tax-free and penalty-free withdrawals can also be taken under certain other circumstances, such as the owner's death. The original Roth IRA owner is not required to take minimum annual withdrawals.

What's one money lesson you wish someone had taught you earlier? 👇

Please consult with a tax and finance professional before making any decisions.



Sources:
-https://www.calculator.net/roth-ira-calculator.html?cstartingprinciple=1%2C000&cannualaddition=1%2C000&cmax=n&cinterestrate=8&ccurrentage=18&cretirementage=65&ctaxtrate=25&printit=0&x=Calculate -ira-result
-https://www.ngpf.org/blog/advocacy/how-many-states-require-students-to-take-a-personal-finance-course-before-graduating-from-high-school-is-it-6-or-is-it-21/

04/28/2026

WOW This was exciting news to receive while I was away on vacation. I am so honored to be a finalist for the 5 under 40 Award. Both the Georgetown Chamber of Commerce and the Georgetown Rotary are fantastic organizations that have come together to celebrate outstanding members of the community under 40 years old. If you don't have your tickets for this event yet, grab them now! I know it will be a fun event.

We are proud to recognize this year’s 5 Under Forty finalists!! They are an inspiring group of young professionals who are making a powerful impact in our community and beyond.

These individuals exemplify innovation, leadership, and a commitment to excellence, all while shaping the future of Georgetown through their passion and dedication.

Register to attend the May 8 awards luncheon here: https://bit.ly/3QmM06n

04/22/2026

Happy Administrative Professionals Day! Shoutout to all the organizers and problem solvers who keep everything running smoothly behind the scenes. Your hard work and attention to detail do not go unnoticed. Thank you for all that you do!