10801 Thornmint Rd.
Suite 100
San Diego, CA 92127

James Mitchell

(555) 444-5678 ext. 123

 
Where Is the Market Headed? Retiring the 4% Rule Should You Tap Retirement Savings to Fund College? Will You Pay the AMT?

Understanding Today's Financial Environment

At J. Mitchell & Associates, we understand that individuals face unique challenges as they prepare for retirement. We can help take the mystery out of preparing for today and tomorrow. Whether you are investing to build wealth, protect your family, or preserve your assets, our personalized service focuses your needs, wants, and long-term goals.

Our team of professionals have years of of experience in financial services. We can help you address your needs of today and for many years to come. We look forward to working with you.

 

Helpful Content

What Is a Stretch IRA?

What Is a Stretch IRA?

If you have a traditional IRA, you may have the opportunity to extend its tax-deferred status across multiple generations.

Putting a Price Tag On Your Health

Putting a Price Tag On Your Health

Being healthy not only makes you feel good, it may also help you financially.

What is the Value of Your Business?

What is the Value of Your Business?

Ascertaining the value of your business is important for a variety of reasons.

 

A Living Trust Primer

Living trust are popular, but their appropriateness will depend upon your individual needs and objectives.

9 Facts About Social Security

There are things about Social Security that might surprise you.

What If You Get Audited?

The chances of an IRS audit aren’t that high. And being audited does not necessarily imply that the IRS suspects wrongdoing.

Saving on Fitness Membership Costs

There are ways to improve your physical fitness without denting your fiscal fitness.

Important Birthdays Over 50

Here's a look at several birthdays and “half-birthdays” that have implications regarding your retirement income.

Are Women and Financial Strategies a Mismatch?

Most women don’t shy away from the day-to-day financial decisions, but some may be leaving their futures to chance.

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Disability Income

This calculator estimates your chances of becoming disabled and your potential need for disability insurance.

Paying Off a Credit Card

Enter various payment options and determine how long it may take to pay off a credit card.

Should I Pay Off Debt or Invest?

This calculator will help determine whether you should invest funds or pay down debt.

What's My Potential Estate Tax?

This calculator helps estimate your federal estate tax liability.

Social Security Taxes

Estimate how much of your Social Security benefit may be considered taxable.

Annuity Comparison

This calculator compares a hypothetical fixed annuity with an account where the interest is taxed each year.

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Tax Management Strategies

Learn more about taxes, tax-favored investing, and tax strategies.

Investment Strategies for Retirement

Investment tools and strategies that can enable you to pursue your retirement goals.

Long-Term-Care Protection Strategies

The chances of needing long-term care, its cost, and strategies for covering that cost.

5 Smart Investing Principles

Principles that can help create a portfolio designed to pursue investment goals.

Your Cash Flow Statement

A presentation about managing money: using it, saving it, and even getting credit.

Protecting Those Who Matter Most

The importance of life insurance, how it works, and how much coverage you need.

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The Power of Compound Interest

Learn how to harness the power of compound interest for your investments.

The Importance of Asset Allocation

Asset allocation is an approach to managing risk in your portfolio.

Raise Your Retirement Income

Retirees look for ways to convert savings and investments into regular income. One option to consider is an annuity.

Suddenly Single: Three Steps to Take Now

Here are 3 steps to take right now that may make a difference if you find yourself suddenly single.

Where Is the Market Headed?

We all know the stock market can be unpredictable. We all want to know, “What’s next for the financial markets?”

The Richest Man in Babylon

In good times and bad, consistently saving a percentage of your income is a sound financial practice.

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