NEWS

June 20, 2017

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.
July 31, 2017

Grand Rapids Business Journal Guest Column

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.
June 20, 2017

WZZM Feature: Money Saving Tips

WZZM interviewed our own Phil Mitchell on their "Money Day". Click to hear tips from Phil about saving for retirement.
June 20, 2017

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!
June 10, 2017

Featured on WGVU Community Connection

WGVU Community Connection with Shelley Irwin invited Phil to discuss tax strategy. Phil talks about how every investment strategy should start with your taxes. Click to hear tax tips from Phil.
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. …
December 27, 2016

Featured on WGVU Community Connections

Phil Mitchell was invited to WGVU Community Connection with Shelley Irwin to discuss tax season and give tips and deadlines. Click to hear more!