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.
Will You Pay the AMT?
Despite recent tax-law changes, many Americans are expected to pay the AMT this year.
The Cost of Procrastination
Procrastination can be costly. When you get a late start, it may be difficult to make up for lost time.
To Catch a Thief
Having your identity stolen may result in financial loss plus the cost of trying to restore your good name.
1035 exchanges provide a way to trade-in an annuity contract or life insurance policy without triggering a tax liability.
Here's a breakdown of how the federal government spends your tax money.
Here are five facts about Social Security that are important to keep in mind.
Most women don’t shy away from the day-to-day financial decisions, but some may be leaving their future to chance.
Concerns over identity theft continue to grow, especially with data breaches at major companies and financial institutions.
By understanding a few key concepts during a divorce, you may be able to avoid common pitfalls.
This questionnaire will help determine your tolerance for investment risk.
Determine your potential long-term care needs and how long your current assets might last.
This calculator shows how inflation over the years has impacted purchasing power.
This calculator helps estimate your federal estate tax liability.
This calculator can help determine whether it makes sense to refinance your mortgage.
Estimate how much of your Social Security benefit may be considered taxable.
A presentation about managing money: using it, saving it, and even getting credit.
Using smart management to get more of what you want and free up assets to invest.
There are some key concepts to understand when investing for retirement
The chances of needing long-term care, its cost, and strategies for covering that cost.
Investment tools and strategies that can enable you to pursue your retirement goals.
There are a number of ways to withdraw money from a qualified retirement plan.
Can successful investors predict changes in the markets? Some can but others miss the market’s signals.
The question used to be how low can interest rates go. Now it's how long can rates remain at their historic low levels?
Do you have causes that you want to support with donations? Here are three tips.
Have you explored all of your choices when it comes to managing your taxable income?
As the economy gathers momentum, many are waiting for their personal finances to gather momentum, too.
A will may be only one of the documents you need—and one factor to consider—when it comes to managing your estate.