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.
Should You Invest in Exchange Traded Funds?
There are hundreds of ETFs available. Should you invest in them?
Does Your Credit Score Affect Your Insurance Rates?
Your credit score may influence how much you pay for auto and home insurance.
Pullbacks, Corrections, and Bear Markets
Clearing up confusion from the economic downturn following COVID-19 and how it might affect your financial strategy.
As our nation ages, many Americans are turning their attention to caring for aging parents.
Living trusts are popular, but their appropriateness will depend upon your individual needs and objectives.
If you are concerned about inflation and expect short-term interest rates may increase, TIPS could be worth considering.
Pundits go on and on about how “terrible” or “wonderful” annuities are, but they never talk about whether annuities are right
Whatever your relationship with your car, it may eventually come time for a new one. Familiarize yourself with your options.
At what point can you call a personal vehicle commercial?
This calculator compares employee contributions to a Roth 401(k) and a traditional 401(k).
This calculator can help determine whether it makes sense to refinance your mortgage.
Assess whether you are running “in the black” or “in the red” each month.
Use this calculator to estimate your capital gains tax.
This calculator compares a hypothetical fixed annuity with an account where the interest is taxed each year.
Use this calculator to estimate your net worth by adding up your assets and subtracting your liabilities.
A presentation about managing money: using it, saving it, and even getting credit.
Principles that can help create a portfolio designed to pursue investment goals.
A number of questions and concerns need to be addressed to help you better prepare for retirement living.
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.
The importance of life insurance, how it works, and how much coverage you need.
Investors seeking world investments can choose between global and international funds. What's the difference?
Agent Jane Bond is on the case, uncovering the mystery of bond laddering.
From the Dutch East India Company to Wall Street, the stock market has a long and storied history.
Pundits say a lot of things about the markets. Let's see if you can keep up.
How do the markets usually react to elections? Was the 2016 election any different?
Here’s a crash course on saving for college.