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.
An Overview of Renter’s Insurance
Don’t overlook the need for renter’s insurance if you rent your home.
How to Retire Early
Retiring early sounds like a dream come true, but it’s important to take a look at the cold, hard facts.
Buying vs. Leasing a Car
Whatever your relationship with your car, it may eventually come time for a new one. Familiarize yourself with your options.
How long does a $20 bill last?
Each day, the Fed is behind the scenes supporting the economy and providing services to the U.S. financial system.
The money problems or bad lifestyle habits of adult children could lead to the squandering of any inheritance they receive.
Few contemplate the complex journey that brought their coffee from farm to kitchen table.
Five phases to changing unhealthy behaviors.
Have you ever wondered how your credit score compares to the rest of the country? Take a look and see.
Estimate how many years you may need retirement assets or how long to provide income to a surviving spouse or children.
With a few simple inputs you can estimate how much of a mortgage you may be able to obtain.
This calculator can help you estimate how much you may need to save for retirement.
Estimate how much income may be needed at retirement to maintain your standard of living.
This calculator can help you estimate how much you should be saving for college.
This calculator compares the financial impact of leasing versus buying an automobile.
There are some smart strategies that may help you pursue your investment objectives
Using smart management to get more of what you want and free up assets to invest.
How federal estate taxes work, plus estate management documents and tactics.
There are a number of ways to withdraw money from a qualified retirement plan.
A number of questions and concerns need to be addressed to help you better prepare for retirement living.
There are some key concepts to understand when investing for retirement
Learn how to harness the power of compound interest for your investments.
Pundits say a lot of things about the markets. Let's see if you can keep up.
Lifestyle inflation can be the enemy of wealth building. What could happen if you invested instead of buying more stuff?
Why are 401(k) plans, annuities, and IRAs so popular?
What is your plan for health care during retirement?
There are three things to consider before dipping into retirement savings to pay for college.