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
Put It in a Letter
A letter of instructions provides additional and more personal information regarding your estate.
Keep Your Umbrella Handy
Umbrella liability can be a fairly inexpensive way to help shelter current assets and future income from the unexpected.
Lifetime of Earnings
Estimate how much you have the potential to earn during your working years.
A House Divided
By understanding a few key concepts during a divorce, you may be able to avoid common pitfalls.
U.S. Personal Savings Rate
What can be learned from the savings rate?
Trends in Charitable Giving
Some people may want a more advanced gifting strategy that can maximize their gift and generate potential tax benefits.
Estate Management Checklist
Is your estate in order? This short quiz may help you assess your overall strategy.
Rebalancing Your Portfolio
Over time, different investments' performances can shift a portfolio’s intent and risk profile. Rebalancing may be critical.
A Look at Whole Life Insurance
Whole life insurance remains in force as long as you remain current with premiums. Here's how it works.
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Capital Gains Tax Estimator
Use this calculator to estimate your income tax liability, along with average and marginal tax rates.
Paying Off a Credit Card
Enter various payment options and determine how long it may take to pay off a credit card.
Estimate Your RMD
Help determine the required minimum distribution from an IRA or other qualified retirement plan.
Should I Buy or Lease an Auto?
This calculator compares the financial impact of leasing versus buying an automobile.
Home Mortgage Deduction
Use this calculator to assess the potential benefits of a home mortgage deduction.
Roth 401(k) vs. Traditional 401(k)
This calculator compares employee contributions to a Roth 401(k) and a traditional 401(k).
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Your Cash Flow Statement
A presentation about managing money: using it, saving it, and even getting credit.
Keys to Investing for Retirement
There are some key concepts to understand when investing for retirement
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.
An Inside Look at Retirement Living
A number of questions and concerns need to be addressed to help you better prepare for retirement living.
Tax Management Strategies
Learn more about taxes, tax-favored investing, and tax strategies.
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Life Insurance: Take a DNA Test
DNA: Detailed Needs Analysis for helping with life insurance.
Choosing a Mortgage
Selecting a mortgage isn't an easy process. Get a better understanding of how professionals make the right decisions.
The Facts About Income Tax
Millions faithfully file their 1040 forms each April. But some things about federal income taxes may surprise you.
Women and Retirement
Women are great at multi-tasking. But many drop the ball when preparing for retirement
Social Security: By the Numbers
Here are five facts about Social Security that might surprise you.
The Importance of Asset Allocation
Asset allocation is an approach to managing risk in your portfolio.