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.
The list of IRA withdrawals that may be taken without incurring a 10% early penalty has grown.
Loss of income from disability has the potential to cause financial hardship. Disability insurance can help.
If you are concerned about inflation and expect short-term interest rates may increase, TIPS could be worth considering.
Universal life insurance is permanent insurance with a flexible premium. Here's how it works.
Here are some examples of deductions from the IRS that were permitted and some that were, uh, too creative.
There are common mistakes you can avoid when saving for retirement.
This calculator helps determine your pre-tax and after-tax dividend yield on a particular stock.
Estimate the maximum contribution amount for a Self-Employed 401(k), SIMPLE IRA, or SEP.
This calculator helps estimate your federal estate tax liability.
Estimate how much of your Social Security benefit may be considered taxable.
This calculator shows how inflation over the years has impacted purchasing power.
Estimate your monthly and annual income from various IRA types.
The importance of life insurance, how it works, and how much coverage you need.
Principles that can help create a portfolio designed to pursue investment goals.
The chances of needing long-term care, its cost, and strategies for covering that cost.
There are a number of ways to withdraw money from a qualified retirement plan.
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.
Here are 3 steps to take right now that may make a difference if you find yourself suddenly single.
It's easy to let investments accumulate like old receipts in a junk drawer.
Despite recent tax-law changes, many Americans are expected to pay the AMT this year.
There are things you can do to keep yourself safe when you lose your wallet.
There’s an alarming difference between perception and reality for current and future retirees.
The question used to be how low can interest rates go. Now it's how long can rates remain at their historic low levels?