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.
Required Reading: The Economic Report of the President
The Economic Report of the President can help identify the forces driving — or dragging — the economy.
Is a Variable Annuity Right for Me?
Pundits go on and on about how “terrible” or “wonderful” annuities are, but they never talk about whether annuities are right
16 Wall Street Cliches in 60 Seconds
Pundits say a lot of things about the markets. Let's see if you can keep up.
What does the Tax Reform and Jobs Act mean for you?
For homeowners who think their property taxes are too high, there are ways to appeal.
Second marriages are a trigger event to revisit any existing estate strategies.
Bonds may outperform stocks one year only to have stocks rebound the next.
A look inside the U.S. government's statistics on household net worth.
Among stock-market investors there’s long been a debate between those who favor value and those who favor growth.
This calculator can help determine whether it makes sense to refinance your mortgage.
Estimate how much you have the potential to earn during your working years.
This calculator compares employee contributions to a Roth 401(k) and a traditional 401(k).
This calculator helps determine your pre-tax and after-tax dividend yield on a particular stock.
This calculator helps estimate your federal estate tax liability.
Estimate the maximum contribution amount for a Self-Employed 401(k), SIMPLE IRA, or SEP.
Learn more about taxes, tax-favored investing, and tax strategies.
There are some key concepts to understand when investing for retirement
A presentation about managing money: using it, saving it, and even getting credit.
Principles that can help create a portfolio designed to pursue investment goals.
How federal estate taxes work, plus estate management documents and tactics.
The importance of life insurance, how it works, and how much coverage you need.
It’s never a bad time to speak with your financial advisor about changes in your situation.
Are you ready for retirement? Here are five words you should consider.
Retiring early sounds like a dream come true, but it’s important to take a look at the cold, hard facts.
In life it often happens that the answers to our most pressing questions are right in our own backyards.
What if instead of buying that vacation home, you invested the money?
We all know the stock market can be unpredictable. We all want to know, “What’s next for the financial markets?”