Jeff Mitchell, Investment Adviser Representative
Jeff Mitchell is the CEO and founder of Monolith Financial Group (www.monolithfinancial.com). He has more than 30 years of experience in the insurance and annuity industry. Jeff has passed the Series 65 license as well as life insurance licenses in California and Nevada. He is also an investment adviser representative. He has been featured as a financial professional in several publications, including Newsweek and USA Today.
Latest articles by Jeff Mitchell, Investment Adviser Representative
Don't Let Tax Concerns Keep You From Taking Care of Loved Ones
retirement Traditional IRAs can be a tax bomb for your beneficiaries, but there are some creative ways to unwind this potential problem.
Warning: Your Investment Return May Be MUCH Lower Than You Thought
Making Your Money Last Investment return isn't always what it's cracked up to be. When you break it down, a 7% guaranteed investment return may end up being more like 2.4%.
By Jeff Mitchell, Investment Adviser Representative PublishedMaking Your Money Last