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BastienMitchell

PO BOX 2340
DENVER, NC 28037

Phone:

704-483-7292 1-800-827-4041

Fax:

1-866-253-5059

E-mail:

Calculators

You can review interesting calculators on my site.

Contact Us

Please feel free to contact us with any questions.

Videos

We have interesting videos for you to watch on my site.

Providing Fiducial Solutions for Seniors Assets and Lifestyles

 

Today's investment climate offers unprecedented opportunities. At Bastien&Mitchell, our mission is to help clients take advantage of those opportunities by providing them with three key tools:
1. A clear understanding of their financial goals
2. A well-defined roadmap for achieving those goals
3. Ongoing advice to help adjust their roadmap when their needs change

Our services cover all areas of financial management, from investment and retirement planning to risk management and estate conservation. We specialize in helping our clients develop a comprehensive, cohesive financial plan that fits their unique needs and enables them to meet both short- and long-term objectives.

On our Web site, you'll find valuable information for evaluating your current position and progress toward financial goals. We offer educational articles that outline financial concepts and highlight products designed to fill the gaps in your financial plan. You'll also find calculators that will help you assess your current and future needs. Please remember to visit our Web site often, as our content is constantly changing.
For help with your financial management, or for more information, please contact us today.

The longest government shutdown in U.S. history ended on November 12, 2025. This article looks at the bill that ended the shutdown, issues that are unresolved, and estimates of the economic impact.

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Considering some important issues now could provide more options in the event of early retirement.

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Notes declining prices for new appliances but rising repair costs; when to replace vs repair.

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Summarizes new 401(k) features introduced under the SECURE 2.0 Act.

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Use this calculator to estimate the federal estate taxes that could be due on your estate after you die.

Calculate the rate of return you would have to receive from a taxable investment to realize an equivalent tax-exempt yield.

Estimate the annual required distribution from your traditional IRA or former employers retirement plan after you turn age 73.

Estimate the potential cost of waiting to purchase a long-term care insurance policy.

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