TAX & FINANCIAL INSIGHTS BLOG
February 12, 2019
The IRS has announced that they will begin accepting returns on January 28, 2019. The filing deadline is Monday, April 15, 2019. Any returns submitted to […]
January 17, 2019
The tax reform of 2018 affects Realty professionals in three ways: the impact to your realty business, the impact on your future real estate prospects and the impact on the future purchasing power of your clients. Read more here.
September 11, 2018
The Tax Cuts and Jobs Act, went into effect at the start of 2018, and while you may be aware of many significant changes, have you thought about its impact to your charitable giving schedule?
Kroon and Mitchell dive into charitable giving in light of the new regulations, providing you, your friends, and family members with a way to continue your charitable contributions well into 2018 and beyond.
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.
May 2, 2018
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.
March 7, 2018
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.
January 26, 2018
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.
June 20, 2017
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!
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. …
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 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.
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.
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.
August 19, 2021
What is inflation and should you be concerned that it is on the rise right now?
November 4, 2021
Anyone can enter and give the $500 to the recipient of their choice.