TAX & FINANCIAL INSIGHTS BLOG

June 2, 2017

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. …

November 18, 2019

7 Impacts from the Tax Code Change with Financial Planning

Phil Mitchell was asked to share the biggest impacts from the tax reform with Financial Planning Magazine.

March 16, 2020

Phil Mitchell talks with Shelley Irwin about Tax Filing for 2020

Thanks to Shelley Irwin for inviting Phil Mitchell to the WGVU Morning Show to discuss tax filing for 2020.

March 26, 2020

Phil Mitchell talks with Shelley Irwin on a Special Edition Panel on COVID-19

Thanks to Shelley Irwin for organizing a virtual panel to discuss the financial impacts of COVID-19.

April 15, 2020

Phil Mitchell Talks Tax Day with Jennifer Moss on WGVU

Thanks to Jennifer Moss for talking with our own Phil Mitchell about the "new normal" for tax day this year.

August 11, 2020

Grand Rapids Magazine Features “Family Finance” Tips from Phil Mitchell

Thanks to Grand Rapids Magazine for talking with our own Phil Mitchell about how to talk to your aging parents about finances.

September 9, 2020

4 Tax and Financial Planning Tips: AICPA Article

Thanks to AICPA for talking with our own Phil Mitchell about tax and financial planning tips.