Broker Check

(555) 444-5678 ext. 123

J. Mitchell & Associates

When Do You Need a Will? Charitable Giving: Smart from the Heart Committed to Excellence

Helpful Content

Retirement Plan Detectives

Retirement Plan Detectives

Watch this fun video for tips on how to search for missing money.

Personal Finance Tips for Military Families

Personal Finance Tips for Military Families

Military families face unique challenges, making personal finance even more critical.

Inflation & Retirement

Inflation & Retirement

See how inflation over time could affect the purchasing power of your retirement income.

Financial Strategies for Women

Some may leave their future to chance but in the world of finance, the effects of the "confidence gap" can be apparent.

Why Everyone Needs an Estate Strategy

Do you have an estate strategy? You should.

Ways to Supplement Your Medicare Coverage

There are numerous ways to supplement your Medicare insurance coverage. This article helps you explore your options.

Roth IRA for Kids

Learn about the benefits and requirements of opening a Roth IRA for kids.

White Elephant Inheritance

This article deals with how one might deal with a burdensome inheritance.

Data Thieves from Outer Space

Learn about the dangers of internet fraud with this highly educational and fun “pulp” comic.

View all articles arrow

Emergency Fund Calculator

Find out how large your emergency fund should be based on your monthly expenses.

What Is the Dividend Yield?

Calculate the dividend yield of a holding and see what that means for income over time.

Taxable vs. Tax-Deferred Savings

Compare how the same contribution grows differently in taxable versus tax-deferred accounts.

IRA Income

Estimate the potential monthly income your IRA balance could generate in retirement.

What Rate Would I Need to Earn on My Savings?

Work backwards from your savings goal to find the rate of return you'd need to get there.

How Much Home Can I Afford?

Estimate how much home may fit within your budget based on income and expenses.

View all calculators arrow

When Do You Need a Will?

When do you need a will? The answer is easy: Right Now.

Extended Care: A Patchwork of Possibilities

What is your plan for health care during retirement?

The Other Sure Thing

A new LIMRA study shows that 40% of Americans believe the death of a primary wage earner would cause financial challenges.

To Buy or Not to Buy

The decision whether to buy or rent a home may have long-term implications.

When Markets React

When markets shift, experienced investors stick to their strategy.

Bursting the Bubble

Tulips were the first, but they won’t be the last. What forms a “bubble” and what causes them to burst?

View all videos arrow