Welcome to Mills Wealth Management, where you’ll find a great amount of information in the form of newsletter articles, calculators, and market reports.
We provide wealth management, financial planning and act as financial advisors to clients in Napa, Sonoma, & Solano Counties.
We hope your visit will help you understand the opportunities and potential rewards that are available when you take a proactive approach to your personal financial situation. We have created this Web site to help you gain a better understanding of the financial concepts behind investing, retirement, estate planning, and wealth preservation. Most important, we hope you see the value of working with our team of skilled professionals to pursue your financial goals.
We’re here to help educate you about the basic concepts of financial management; to help you learn more about who we are; and to give you fast, easy access to market performance data. We hope you take advantage of this resource and visit us often. Be sure to add our site to your list of "favorites" in your Internet browser. We frequently update our information, and we wouldn't want you to miss any developments in the area of personal finance.
The Rule of 72
Do you know how long it may take for your investments to double in value? The Rule of 72 is a quick way to figure it out.
Value vs. Growth Investing
Among stock-market investors there’s long been a debate between those who favor value and those who favor growth.
Thinking of Retiring Abroad?
However exciting retiring abroad may sound, it deserves considerable planning.
Beware of these traps that could upend your retirement.
Monthly Social Security payments differ substantially depending on when you start receiving benefits.
How to help determine life insurance needs to provide for your family after you pass away.
Here's one strategy that combines two different annuities to generate income and rebuild principal.
The year’s end is the perfect time to do these 12 things.
Building wealth requires protection from the forces of wealth destruction.
This calculator helps estimate your federal estate tax liability.
This calculator demonstrates the power of compound interest.
This calculator helps determine your pre-tax and after-tax dividend yield on a particular stock.
Use this calculator to estimate your capital gains tax.
Enter various payment options and determine how long it may take to pay off a credit card.
This calculator compares a hypothetical fixed annuity with an account where the interest is taxed each year.
A presentation about managing money: using it, saving it, and even getting credit.
The importance of life insurance, how it works, and how much coverage you need.
There are some smart strategies that may help you pursue your investment objectives
The chances of needing long-term care, its cost, and strategies for covering that cost.
How federal estate taxes work, plus estate management documents and tactics.
A number of questions and concerns need to be addressed to help you better prepare for retirement living.
$1 million in a diversified portfolio could help finance part of your retirement.
When should you take your Social Security benefit?
What are your options for investing in emerging markets?
Have you found yourself suddenly single? Here are 3 steps to take right now.
It's easy to let investments accumulate like old receipts in a junk drawer.
Do you have causes that you want to support with donations? Here are three tips.