10801 Thornmint Rd.
Suite 100
San Diego, CA 92127

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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.

 

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9 Facts About Social Security

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Donating Art: Taxation Abstraction

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Annuity Comparison

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

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Estimate the potential impact taxes and inflation can have on the purchasing power of an investment.

Historical Inflation

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A Look at Systematic Withdrawals

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Investment Strategies for Retirement

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

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How federal estate taxes work, plus estate management documents and tactics.

Keys to Investing for Retirement

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Tax Management Strategies

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

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A Bucket Plan to Go with Your Bucket List

A bucket plan can help you be better prepared for a comfortable retirement.

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A will can the cornerstone of your estate management strategy.

Should I Invest in Gold?

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Acres of Diamonds

In life it often happens that the answers are right in our own back yards. This may be particularly true of investing.

Choosing a Mortgage

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