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

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

Money is a sensitive topic and trying to talk about finances with your retirement-age parents can be tricky to navigate, but financial adviser Phillip Mitchell, CPA, CFA, CTP and president of Kroon & Mitchell, said things can become even trickier if you wait to start those conversations.

“A lot of what drives this to begin with is some sort of life-altering event,” Mitchell said, noting a medical condition or changes in mental acuity are common catalysts for these conversations becoming a priority.

Read the full article on Grand Rapids Magazine HERE.