Theme of the Month: Risk Tolerance

The Mission & Purpose of Mullennium Finance

Mullennium Finance LLC exists to aid and help those who seek our advice about life and life goals as they progress and grow while facing some of life’s major events. For example, the birth of a child, buying a home, an unexpected inheritance, dealing with a divorce or the loss of a loved one. All planning deals with much more than financial numbers. We work through the conflicting aspects of helping parents support their children in college while not breaking their retirement nest egg and guide those who have charitable intent and legacy intentions.

Bill Mullen Discusses New Book On Park City TV

Download College Financial Aid Planning Tools Below!

Education Credits and Tuition and Fee Deduction Guide


Free Application for Federal Student Aid (FAFSA) Form


The Federal Student Grant Program Overview


3-Page Sample College Aid Money Report


1-Page Interactive College Aid Planning Worksheet


Mullennium Finance In The News

What’s Up With Bill

Featured in July 2018 Park City Leadership

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Comfortable with Taxes in Retirement?

Featured in June 2018 Park Meadows Living

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Ultimate Goal – Zero Tax Retirement

Featured in July 2018 Advisor’s Magazine

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One important factor when planning for your retirement is knowing how much money you will need during your retirement years, but did you know that according to the U.S. Department of Labor,

fewer than half of all Americans have calculated how much money they’ll need in retirement.


FREE eGuide: Retirement Mistakes

Click here to download this 16-page eGuide that talk about retirement mistakes to avoid, and what areas of Retirement you should take a closer look at.

Get the Guide Now

Social Security: Know Your Options

Knowing when and how to claim your Social Security retirement benefits can be confusing and sometimes overwhelming. Make sure you ask questions and more importantly, make sure you understand the answers. A few things to consider:

  • Strategies have changed!
  • Know your “Retirement Age”
  • Know the benefits of “when” to turn on your benefits
  • Ask questions
  • Work with a financial professional
72 %

of people surveyed receiving Social Security Benefits, said it accounts for at least 50% of their income.

Source: “Longevity Risk and Reward for Middle-Income Americans,” Bankers Life and Casualty Company Center for a Secure Retirement, in conjunction with the Boomer Project.