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.

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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.

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Read the full article on Grand Rapids Magazine HERE.

We’re happy to answer any financial questions you may have right now. Call 616-356-2002 or visit our contact page to schedule.

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Kroon & Mitchell
29 Pearl Street NW, Suite 245
Grand Rapids, MI 49503
Email: inquire@kroon.us
Phone: (616) 356-2002
Fax: (616) 356-2051
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