TAX & FINANCIAL INSIGHTS BLOG

August 11, 2020

Grand Rapids Magazine Features “Family Finance” Tips from Phil Mitchell

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

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.

April 15, 2020

Phil Mitchell Talks Tax Day with Jennifer Moss on WGVU

Thanks to Jennifer Moss for talking with our own Phil Mitchell about the "new normal" for tax day this year.

March 26, 2020

Phil Mitchell talks with Shelley Irwin on a Special Edition Panel on COVID-19

Thanks to Shelley Irwin for organizing a virtual panel to discuss the financial impacts of COVID-19.

March 16, 2020

Phil Mitchell talks with Shelley Irwin about Tax Filing for 2020

Thanks to Shelley Irwin for inviting Phil Mitchell to the WGVU Morning Show to discuss tax filing for 2020.

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.