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Financial Advisors in Grand Rapids, Michigan - Hill Island Financial
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The Power of the Tax Control Triangle in Preserving and Growing Wealth

The Power of the Tax Control Triangle in Preserving and Growing Wealth

by Kevin Toler | Jan 27, 2025 | Financial Planning, Tax Planning

The Tax Control Triangle categorizes investments into three tax treatments— tax-deferred, tax-exempt, and taxable—providing a strategic framework for diversifying your portfolio in alignment with your financial goals and tax circumstances. Tax-deferred investments...
Understanding the Alternative Minimum Tax: Strategies for Wealthy Individuals

Understanding the Alternative Minimum Tax: Strategies for Wealthy Individuals

by Kevin Toler | Sep 26, 2024 | Financial Planning, Tax Planning

Navigating the complexities of the Alternative Minimum Tax (AMT) can be a significant challenge for high-income earners. Still, it’s a key part of optimizing tax strategies. Originally designed to prevent wealthy taxpayers from avoiding their fair share of...
Donor-Advised Funds Explained: Strategic Giving for Tax Savings and Impact

Donor-Advised Funds Explained: Strategic Giving for Tax Savings and Impact

by Kevin Toler | Aug 8, 2024 | Charitable Giving, Tax Planning

Our clients, George and Kate, are busy raising their three elementary-school-age children and renovating a home in California. George was on the ground floor of a tech start-up bought by a larger, publicly traded company. Nearly ten years later, he continues to work...
From Panic to Planning: Transforming Tax Time from Stressful to Strategic

From Panic to Planning: Transforming Tax Time from Stressful to Strategic

by Kevin Toler | Mar 27, 2024 | Tax Planning

We’ve all been there. It’s late evening April 14th and there isn’t enough wine left in the bottle to get you through the endless labyrinth of forms and receipts scattered across the kitchen table. Panic ensues as the deadline looms. Like every year you’ll squeak it...

Recent Posts

  • The Power of the Tax Control Triangle in Preserving and Growing Wealth
  • Financial Planning for 2025: Four Critical Steps for Affluent Investors
  • How to Prepare Financially for the Death of a Spouse
  • Stewarding the Family Business – How to be Nimble for Future Generations
  • Navigating Widowhood: 17 Essential Steps and Resources for Financial Stability
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38 Commerce Ave SW #310 Grand Rapids, MI 49503

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616-977-2639

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  • Investment Management
  • Fee-Only Financial Advisors
  • Estate Planning
  • Tax Planning

Specialty Services

  • Education Planning
  • Executive Compensation & Business Strategies
  • Financial Guidance for Widows

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© 2025 Hill Island Financial. All Rights Reserved. Hill Island Financial is an SEC Registered Investment Advisor (RIA) headquartered in Grand Rapids, Michigan. View our SEC firm summary

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Personal Services

  • Investment Management
  • Fee-Only Financial Advisors
  • Estate Planning
  • Tax Planning

Specialty Services

  • Education Planning
  • Executive Compensation & Business Strategies
  • Financial Guidance for Widows
The Power of the Tax Control Triangle in Preserving and Growing Wealth

The Power of the Tax Control Triangle in Preserving and Growing Wealth

Financial Planning, Tax Planning

The Tax Control Triangle categorizes investments into three tax treatments— tax-deferred, tax-exempt, and taxable—providing a strategic framework for diversifying your portfolio in alignment with your financial goals and tax circumstances. Tax-deferred investments...

read more
Financial Planning for 2025: Four Critical Steps for Affluent Investors

Financial Planning for 2025: Four Critical Steps for Affluent Investors

Financial Planning

As we move into 2025, the financial landscape presents unique challenges and opportunities for affluent investors. Hill Island Financial is committed to providing clarity and actionable strategies tailored to your financial planning goals. Here’s what to watch and how...

read more