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.
Choices for Your 401(k) at a Former Employer
Individuals have three basic choices with the 401(k) account they accrued at a previous employer.
Understanding the Basics of Medigap Policies
Important as it is, Medicare does not cover the full range of health-care expenses you may experience in your golden years.
Saving for College 101
Here’s a crash course on saving for college.
Here are some simple and inexpensive energy-saving tips that may help you save money.
90% of small businesses in the U.S. don't protect their data from cyber attacks. Is your business at risk?
There are a number of reasons for business owners to consider a business succession plan sooner rather than later.
Understanding some basic concepts may help you assess whether zero-coupon bonds have a place in your portfolio.
The tax rules that govern donating art are complex and confusing. Take a closer look.
The item most homeowners forget on their home improvement project checklist is insurance.
Use this calculator to compare the future value of investments with different tax consequences.
Determine your potential long-term care needs and how long your current assets might last.
Use this calculator to estimate your income tax liability along with average and marginal tax rates.
This calculator can help you estimate how much you should be saving for college.
This calculator may help you estimate how long funds may last given regular withdrawals.
This calculator demonstrates the power of compound interest.
A number of questions and concerns need to be addressed to help you better prepare for retirement living.
The chances of needing long-term care, its cost, and strategies for covering that cost.
There are some key concepts to understand when investing for retirement
The importance of life insurance, how it works, and how much coverage you need.
Learn more about taxes, tax-favored investing, and tax strategies.
How federal estate taxes work, plus estate management documents and tactics.
What is your plan for health care during retirement?
Here’s a quick guide to checking to see if you have unclaimed money.
Tulips were the first, but they won’t be the last. What forms a “bubble” and what causes them to burst?
Have you found yourself suddenly single? Here are 3 steps to take right now.
How will you weather the ups and downs of the business cycle?
The market is as unpredictable as the weather. We’d love to help you prepare.