TAX & FINANCIAL INSIGHTS BLOG
June 2, 2017
1. Make sure to contribute, at minimum, up to the level of your company’s match. When a company offers a match, it offers potential for “free money” which is not available through any other avenue. If you are a married couple, look at both individuals’ retirement plans to make sure the match is being utilized. …
November 4, 2020
Thanks to business.com for interviewing our own Phil Mitchell on the ROBS program.
September 9, 2020
Thanks to AICPA for talking with our own Phil Mitchell about tax and financial planning tips.
August 11, 2020
Thanks to Grand Rapids Magazine for talking with our own Phil Mitchell about how to talk to your aging parents about finances.
July 22, 2020
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.
April 15, 2020
Thanks to Jennifer Moss for talking with our own Phil Mitchell about the "new normal" for tax day this year.
March 26, 2020
Thanks to Shelley Irwin for organizing a virtual panel to discuss the financial impacts of COVID-19.