TAX & FINANCIAL INSIGHTS BLOG
December 14, 2022
Senior Tax Manager, Robert Roper talks end of year tax planning
November 16, 2022
Our own Andrew Glover explains the nuances of the difference between a financial planner and a financial advisor
December 2, 2021
What is a Michigan Education Savings Plan? Enter to win a $500 contribution to a savings plan of your choice!
November 4, 2021
Anyone can enter and give the $500 to the recipient of their choice.
August 19, 2021
What is inflation and should you be concerned that it is on the rise right now?
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.
March 9, 2020
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
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
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
The best financial strategy always starts with your taxes. Here find our top 5 tips for saving on your taxes in retirement.
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. …
June 20, 2017
WZZM interviewed our own Phil Mitchell on their "Money Day". Click to hear tips from Phil about saving for retirement.
July 31, 2017
Curious about how changes to the tax code in the Trump administration may impact your retirement? Read Phil Mitchell's guest column from the Grand Rapids Business Journal on the topic.
December 19, 2017
WZZM interviewed our own Phil Mitchell to discuss the 2018 Federal Tax Reform.
April 2, 2018
One can never underestimate the importance on having a trusted financial advisor. Forbes.com shared comments from Phil Mitchell on tell-tale signs you could be heading for trouble.
July 31, 2018
Unfortunately, investment missteps are the kind that can come back to haunt you in the future, especially when it comes to retirement planning. In this article we look at how much you should set aside for retirement and how much should go into the right kind of long-term investments. Learn about the long-term benefits.