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.
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.
By understanding a few key concepts during a divorce, you may be able to avoid common pitfalls.
What can be learned from the savings rate?
Some people may want a more advanced gifting strategy that can maximize their gift and generate potential tax benefits.
Is your estate in order? This short quiz may help you assess your overall strategy.
Over time, different investments' performances can shift a portfolio’s intent and risk profile. Rebalancing may be critical.
Whole life insurance remains in force as long as you remain current with premiums. Here's how it works.
Use this calculator to estimate your income tax liability, along with average and marginal tax rates.
Enter various payment options and determine how long it may take to pay off a credit card.
Help determine the required minimum distribution from an IRA or other qualified retirement plan.
This calculator compares the financial impact of leasing versus buying an automobile.
Use this calculator to assess the potential benefits of a home mortgage deduction.
This calculator compares employee contributions to a Roth 401(k) and a traditional 401(k).
A presentation about managing money: using it, saving it, and even getting credit.
There are some key concepts to understand when investing for retirement
Investment tools and strategies that can enable you to pursue your retirement goals.
The chances of needing long-term care, its cost, and strategies for covering that cost.
A number of questions and concerns need to be addressed to help you better prepare for retirement living.
Learn more about taxes, tax-favored investing, and tax strategies.
DNA: Detailed Needs Analysis for helping with life insurance.
Selecting a mortgage isn't an easy process. Get a better understanding of how professionals make the right decisions.
Millions faithfully file their 1040 forms each April. But some things about federal income taxes may surprise you.
Women are great at multi-tasking. But many drop the ball when preparing for retirement
Here are five facts about Social Security that might surprise you.
Asset allocation is an approach to managing risk in your portfolio.