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.
A Cheat Sheet for Sending Your Kid to College
Dropping off your son or daughter is loaded with emotions; here are a few tips for a smoother experience.
Comparing Mortgage Terms
Estimate the total cost in today's dollars of various mortgage alternatives.
Term vs. Permanent Life Insurance
When considering life insurance, it's important to understand your options.
Four vacation destinations you might never have thought of.
Planning for a special-needs child can be complicated, confusing, and even overwhelming.
Diversification is an investment principle designed to manage risk, but it can't prevent against a loss.
However exciting retiring abroad may sound, it deserves considerable planning.
Good employee health can be great for the company’s bottom line.
Do you need to enroll in Medicare Part D? Read this article to learn more about whether you need this coverage
Assess how many days you'll work to pay your federal tax liability.
With a few simple inputs you can estimate how much of a mortgage you may be able to obtain.
This calculator can help determine whether it makes sense to refinance your mortgage.
Estimate how much income may be needed at retirement to maintain your standard of living.
This calculator helps determine your pre-tax and after-tax dividend yield on a particular stock.
Enter various payment options and determine how long it may take to pay off a credit card.
How federal estate taxes work, plus estate management documents and tactics.
A presentation about managing money: using it, saving it, and even getting credit.
Using smart management to get more of what you want and free up assets to invest.
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
Investment tools and strategies that can enable you to pursue your retirement goals.
Investors seeking world investments can choose between global and international funds. What's the difference?
It’s never a bad time to speak with your financial professional about changes in your situation.
There are a few things to consider when buying or leasing your next vehicle.
In the world of finance, the effects of the "confidence gap" can be especially apparent.
Do you have causes that you want to support with donations?
An amusing and whimsical look at behavioral finance best practices for investors.