TAX & FINANCIAL INSIGHTS BLOG

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.
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.
August 8, 2019
Man looking at tablet

5 Questions to Ask Your Financial Advisor

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

Eight Takeaways from Tax Season for Family Business Owners

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

Top 5 Tips for Saving on Taxes in Retirement

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
compass

9 Tips to Improve your Current 401k Investments

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
man working on a laptop

Do I Need a Financial Advisor?

Have you questioned whether you can take on managing your finances yourself? Do you only have a 401K and allow the company assigned by your employer to manage the account? If you have an advisor already, is he or she the right partner for you? If you’re unsure if you need additional financial assistance, keep reading!
January 26, 2018
Tax Reform in 2018

2018 Tax Reform: What’s Happening & What’s Next?

The 2018 Federal Tax Reform is starting to impact corporations, individuals and small businesses. Learn more about what is happening and what's to come here.
March 7, 2018

When Is It Best to Work with a Tax Professional?

Are you staring into a cardboard box full of pay stubs, potential deductions, receipts, and itemized lists wondering what’s next? Tax season is in full swing and one of the biggest decisions taxpayers face is how to file their returns.
May 2, 2018
Divorce advice from expert Kathey Batey

The Perfect Storm – Divorce, Emotions & Finances

Divorce is the perfect storm when major unpredictable factors merge together to become a force to be reckoned with. There are the legal, financial, emotional and spiritual areas that can be frightening and make you feel like you are losing control. Even true for those who have captained the seas of life for a long time. Because at any time the winds can change, the unknown forces can lead you to shipwreck your life.
July 31, 2018

3 Retirement Investment Mistakes You Likely Don’t Know You’re Making

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.