TAX & FINANCIAL INSIGHTS BLOG
July 26, 2019
Phil Mitchell was asked to comment about how the pending bill may impact retirees.
July 2, 2019
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
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…
March 19, 2019
Phil Mitchell was asked to write a guest column about what Michiganders can expect this tax season.
March 19, 2019
Phil Mitchell comments on the proposed increase to small business tax in Michigan.
January 26, 2019
Thanks to Michigan Realtors for inviting us to present on the 2018 tax code at their annual "The Convention".