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?
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.
February 23, 2021

US News & World Report Features Phil Mitchell in their Guide to 1031 Exchanges

Thanks to US News & World Report for talking with our own Phil Mitchell.
February 19, 2021

The National Desk Talks with our own Tax Expert, Phil Mitchell

Thanks to The National Desk for talking with our own tax & invesment expert Phil Mitchell.
February 9, 2021
WZZM Channel 13 logo

WZZM on “What you need to know before filing your taxes” especially with stimulus checks

Thanks to WZZM for talking with our own Phil Mitchell on 2020 tax preparation.
December 31, 2020
WZZM Channel 13 logo

WZZM on the Second Stimulus Package

Thanks to WZZM for talking with our own Phil Mitchell on the latest stimulus package.
December 26, 2020

Phil Mitchell Interview Barron’s: Retirement Considerations for 2021

Phil Mitchell talks with Barrons about retirement considerations for 2021
July 22, 2020
compass

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.