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.
Buying Auto Insurance For Teen Drivers
Tips on insuring your teen driver.
Social Security: Five Facts You Need to Know
Here are five facts about Social Security that are important to keep in mind.
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.
Can you keep up with your children’s mobile slang?
Knowing the rules may help you decide when to start benefits.
You can plan ahead to protect yourself and your family against the financial consequences of deteriorating health.
The true cost of raising a child may be far more than you expect.
Tax preparation may be the perfect time to give the household budget a check-up.
To choose a plan, it’s important to ask yourself four key questions.
Estimate the total cost in today's dollars of various mortgage alternatives.
Estimate how much you have the potential to earn during your working years.
Enter various payment options and determine how long it may take to pay off a credit card.
Estimate the potential impact taxes and inflation can have on the purchasing power of an investment.
This calculator can help determine whether it makes sense to refinance your mortgage.
This calculator may help you estimate how long funds may last given regular withdrawals.
How federal estate taxes work, plus estate management documents and tactics.
The chances of needing long-term care, its cost, and strategies for covering that cost.
Principles that can help create a portfolio designed to pursue investment goals.
A presentation about managing money: using it, saving it, and even getting credit.
Learn more about taxes, tax-favored investing, and tax strategies.
There are a number of ways to withdraw money from a qualified retirement plan.
Smart investors take the time to separate emotion from fact.
Bitcoin’s future is uncertain, but one thing is for sure: it’s the wild west out there, and there is no sheriff in town.
Tulips were the first, but they won’t be the last. What forms a “bubble” and what causes them to burst?
There’s an alarming difference between perception and reality for current and future retirees.
The question used to be, “How low can interest rates go?” Now it's, “How long can rates remain at their historic low levels?”
Ever lost your wallet? Frustrating. Here’s what you can do to keep yourself safe.