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TAX & FINANCIAL INSIGHTS BLOG

December 2, 2021

How to use a MESP 529 to gift education to your loved ones

What is a Michigan Education Savings Plan? Enter to win a $500 contribution to a savings plan of your choice!
November 4, 2021

We’re Giving $500 to the Michigan Education Savings Plan of your Choice!

Anyone can enter and give the $500 to the recipient of their choice.
August 19, 2021

Do I need to be concerned about the rising inflation?

What is inflation and should you be concerned that it is on the rise right now?
July 22, 2020
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Three Things to Consider in a Changing Market

The last 10 years have been smooth sailing for investors. The upward trend of the market came to a halt earlier this year but the market dropped 30% over 22 days. The market has changed and so should your investment strategy. Here are three things to consider.
March 9, 2020

Your Retirement Savings are at Risk and you have 5 Years to Fix it

On January 1, 2020 the latest revision of the Secure Act was passed at the federal level. There were many changes in this Act but there is only one that really matters and it should cause all of us to re-evaluate our retirement strategy.
August 8, 2019
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5 Questions to Ask Your Financial Advisor

If you’re unsure if your financial advisor is a best fit for your needs ask him or her the questions below. Follow our guide to what their answers should be and if the responses are not lining up or you’re unsure of their responses feel free to sit down with an investment professional at Kroon & Mitchell for a free review.
August 8, 2019

Eight Takeaways from Tax Season for Family Business Owners

We just finished filing taxes under the largest reform in 30 years! As we reflect back on this filing we’ve compiled a list of key takeaways for family business owners. The biggest changes are: the increase of standard deductions, changes to the income tax brackets and the addition of a new qualified business income deduction.
August 2, 2019

Top 5 Tips for Saving on Taxes in Retirement

The best financial strategy always starts with your taxes. Here find our top 5 tips for saving on your taxes in retirement.
July 2, 2019

Roth IRA v Traditional IRA

One of the key things we do is educate our clients on the different savings and investment tools available. One of the critical points of confusion we try to dispel are the strengths and weaknesses between Traditional and Roth IRAs. We often see clients who are entirely sold on one over the other even though the best retirement plans usually involve a mix of the two at different times in the income and savings cycle. Timing and planning are both critical aspects for determining when to use each vehicle.
April 30, 2019

Know Your Investor Rights – Honest, Competent and Ethical Conduct

According to the CFA Institute, a global organization of investment professionals, you as an investor have certain rights - 10 to be exact. Here’s an inside look on the first investor right as established by the institute…
July 11, 2022
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Three tips for investing in a volatile market

Phillip Mitchell, Senior Portfolio Manager write a guest column for the Grand Rapids Business Journal on how to invest in a volatile market.
January 14, 2022

Last Minute Tax Advice For 2021

Thanks to Michigan Tech News for talking to our own Phillip Mitchell about last minute tax guidance for 2021.
December 2, 2021

How to use a MESP 529 to gift education to your loved ones

What is a Michigan Education Savings Plan? Enter to win a $500 contribution to a savings plan of your choice!
November 4, 2021

We’re Giving $500 to the Michigan Education Savings Plan of your Choice!

Anyone can enter and give the $500 to the recipient of their choice.
August 19, 2021

Do I need to be concerned about the rising inflation?

What is inflation and should you be concerned that it is on the rise right now?
June 10, 2021

The New York Times Features Phil Mitchell in a feature story about financial planning for teens

Thanks to The New York Times for talking with our own Phil Mitchell.