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.
Lifetime of Earnings
Estimate how much you have the potential to earn during your working years.
Insuring Your Business With a Buy/Sell Agreement
It may help your business be better prepared in the event of the death of a principal or key employee.
An Overview of Renter’s Insurance
Don’t overlook the need for renter’s insurance if you rent your home.
When selecting a fixed-rate mortgage, a borrower has to determine how many years to finance the loan.
Dropping off your son or daughter is loaded with emotions; here are a few tips for a smoother experience.
Individuals have three basic choices with the 401(k) account they accrued at a previous employer.
Exchange-traded funds have some things in common with mutual funds, but there are differences, too.
Few contemplate the complex journey that brought their coffee from farm to kitchen table.
Learn a little about worldwide currency in this fun infographic
Estimate how long your retirement savings may last using various monthly cash flow rates.
This calculator compares a hypothetical fixed annuity with an account where the interest is taxed each year.
This calculator may help you estimate how long funds may last given regular withdrawals.
This calculator can help you estimate how much you should be saving for college.
This calculator shows how inflation over the years has impacted purchasing power.
Estimate the maximum contribution amount for a Self-Employed 401(k), SIMPLE IRA, or SEP.
How federal estate taxes work, plus estate management documents and tactics.
There are some smart strategies that may help you pursue your investment objectives
Investment tools and strategies that can enable you to pursue your retirement goals.
A number of questions and concerns need to be addressed to help you better prepare for retirement living.
Principles that can help create a portfolio designed to pursue investment goals.
The importance of life insurance, how it works, and how much coverage you need.
Savvy investors take the time to separate emotion from fact.
Explaining the SECURE Act and how the changes affect your retirement strategy.
Here is a quick history of the Federal Reserve and an overview of what it does.
Learn about what risk tolerance really means in this helpful and insightful video.
Ready for retirement? Find out why many are considering encore careers and push your boundaries into something more, here.
You’ve made investments your whole life. Work with us to help make the most of them.