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.
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.
Social Security: By the Numbers
Here are five facts about Social Security that might surprise you.
What Can a Million Dollars Buy You?
$1 million in a diversified portfolio could help finance part of your retirement.
You taught them how to read and how to ride a bike, but have you taught your children how to manage money?
The right executor may help ensure the distribution of your assets is done with as little upheaval as possible.
Annuities are versatile tools that can help you save for retirement and generate income in retirement.
If you want to avoid potential surprises at tax time, it may make sense to know where you stand when it comes to the AMT.
Executors can value the estate on the date of death, or on its six-month anniversary —the “Alternate Valuation Date."
By understanding a few key concepts during a divorce, you may be able to avoid common pitfalls.
Use this calculator to better see the potential impact of compound interest on an asset.
Estimate how many months it may take to recover the out-of-pocket costs when buying a more efficient vehicle.
This calculator demonstrates the power of compound interest.
This calculator compares the financial impact of leasing versus buying an automobile.
Use this calculator to estimates your income tax liability along with average and marginal tax rates.
This calculator can help you estimate how much you should be saving for college.
How federal estate taxes work, plus estate management documents and tactics.
A number of questions and concerns need to be addressed to help you better prepare for retirement living.
There are a number of ways to withdraw money from a qualified retirement plan.
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.
There are some key concepts to understand when investing for retirement
The question used to be how low can interest rates go. Now it's how long can rates remain at their historic low levels?
Learning more about gold, and its history, may help you answer that question.
If you died, what would happen to your email archives, social profiles and online accounts?
With alternative investments, it’s critical to sort through the complexity.
In life it often happens that the answers are right in our own back yards. This may be particularly true of investing.
In good times and bad, consistently saving a percentage of your income is a sound financial practice.