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Mitlin Minute: Founder, Lawrence Sprung, CFP® being interviewed at Nasdaq

In this edition of Mitlin Minute we feuture our Founder, Lawrence Sprung, CFP® being interviewed at Nasdaq.

Learn about Mitlin Fianncial's differentiating message and what they are advising clients during these volatile times.

Be sure to share this Mitlin Minute with your network and contact us if you would like any additional information about what is discussed in this Mitlin Minute or you would like to schedule a meeting to see if there is a fit for you and your family.

 Disclaimer: This article represents the opinion of Mitlin Financial Inc. It should not be construed as providing investment, legal and/or tax advice.

Mitlin Minute: Giving Tuesday and Give Until It Feels Good

In this edition of Mitlin Minute we discuss Giving Tuesday and Giving Until It Feels Good.

Mitlin Financial is charitably inclined and we hope you are too.  Through the Keith Milano Memorial Fund at AFSP we have helped support the Seize The Awkward campaign that is currently being run on Instagram and YouTube.  Make sure you check it out and discuss with your kids.  This Giving Tuesday, we are announcing that we will be taking a table at the Lifesavers Gala in NYC this coming May to support the American Foundation for Suicide Prevention.

You can always make a donation to the Keith Milano Memorial Fund at AFSP using this link http://bit.ly/MilanoFund or any other charity of your choice, but Give Boldly.

Be sure to share this Mitlin Minute with your network and contact us if you would like any additional information about what is discussed in this Mitlin Minute.

 

 Disclaimer: This article represents the opinion of Mitlin Financial Inc. It should not be construed as providing investment, legal and/or tax advice.

Mitlin Minute: Turkey Day Conversation

In this edition of Mitlin Minute we discuss how Mitlin Financial has communicated with their clients through this period of volatility.

These are times where it is important that your advisor is communicating with you.  Have you heard from your advisor?  Are they communicating with you?  Do you have a plan? 

Be sure to share this Mitlin Minute with your network.  They can feel free to contact us if they are not hearing from their advisor for a free no obligation consultaion. 

Many times minor adjustments can lead to major improvements. 

 

 Disclaimer: This article represents the opinion of Mitlin Financial Inc. It should not be construed as providing investment, legal and/or tax advice.

Mitlin Minute: When Life Intersects & A Hockey Jersey Is The Common Thread

In this edition of Mitlin Minute we pay tribute to Michael McGrath of the Chicago Fury and the members of the community, in Pittsburgh, PA, of the Tree of Life Synagogue.

Michael played for the U18 Chicago Fury and died last week.  People were asked to wear their hockey jerseys on Monday, October 29, 2018 to show support for Michael.  Over the same weekend, a shooter walked into the Tree of Life Synagogue in Pittsburgh, PA and began shooting and took the lives of eleven people who were in the house of worship.
 
Because of these two events, I decided to wear my Israeli National Hockey jersey to work to honor Michael and those lost in Pittsburgh.

 
 Be sure to share and comment on this Mitlin Minute with your network so we can raise awareness for those like Michael and honor those that lost their lives this weekend.

Disclaimer: This article represents the opinion of Mitlin Financial Inc. It should not be construed as providing investment, legal and/or tax advice.

Mitlin Minute: Hidden money....maximizing all your benefits

In this edition of Mitlin Minute we discuss "Hidden money....maximizing all your benefits". 

Have you look at area that you may be able to obtain hidden money?  I recently checked the NYS Unclaimed Funds and found they were holding monies for me.  In addition, my health insurance company will reimburse me up to $400 per year for riding my Peloton.
 
Are you maximizing the employer match for your companies 401(k)?  Make sure you are taking advantage of the full match provided by your employer.

Be sure to share this Mitlin Minute with your network so they can think about maximizing all of their benefits.

 

 

 

Disclaimer: This article represents the opinion of Mitlin Financial Inc. It should not be construed as providing investment, legal and/or tax advice.

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