Facts Vs Feelings Take 5 – Midyear Market Outlook 2025

We’ve hit the halfway mark of 2025—and what a ride it’s been. From economic uncertainty to market resilience, the latest Take 5, featuring Ryan Detrick, Chief Market Strategist, and Sonu Varghese, VP, Global Macro Strategist, breaks down where we are so far in 2025 and where we might be hea …

After the Exit: Adam Rossi’s New Rules for Work, Health and Family

Market Commentary: More New Highs and a Jobs Surprise

What a first half it was, as the S&P 500 was down close to 20% at the April lows and incredibly have come back to new highs already, one of the fastest recoveries ever.

Your Money

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The JOY of Finance

What if your money journey could be filled with confidence, purpose and JOY?

Do You Run When It Gets Rough?

Market turbulence often feels like crashing waves: unpredictable, unsettling, and unrelenting. But unlike the ocean, market volatility isn’t something we simply admire from a distance.

Digital Asset Protection: Safeguarding Your Digital Assets

Your life is lived digitally but what happens when you’re gone?

2025 Calendar: Key Tasks & Financial Dates

2025 Calendar: Key Tasks & Financial Dates

Tackle 2025 with this month-by-month financial task list. We’ve also included important dates so you won’t miss any key deadlines.

Your Business

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Grow your practice with JOYful money conversations

Discover the JOY of Finance: What did you do today that brought you joy?® This simple, disarming question is sparking a transformation in financial planning. And now, you’re invited to experience it for yourself. Join us for an inspiring upcoming webinar, “The Power of Leading with JOY,” pr …

Life Insurance Strategies for Business Owners

Owning a business can be like parenting. You’ve likely experienced many sleepless nights and spent a countless amount of energy on your “baby.” Like parenting, being a business owner can be an enriching journey and make life worth the trip.

From Tax Efficiency to Retirement: Financial Planning for Small Business Owners

Financial planning for a small business gets more complicated every day. Business owners must navigate tax efficiency (and life under the new Tax Cuts and Jobs Act), retirement preparations for yourself and your employees, and succession planning. Get your financial plan in place today and …

Business Succession Planning Checklist

Business Succession Planning Checklist

You remember your first day of business. But what about your last day? Succession planning is more complex than it may seem. Our guide walks you through the details.

Your Retirement

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Tax Planning in Retirement: Strategies to Help Minimize Taxes When You Retire

The transition from employment to retirement can be complex. For decades, employees and business owners received either a regular paycheck or earnings from self-employment. Suddenly, that will slow or stop. Not only will cash inflow stop, but you will also be taking money out of all these a …

The Hidden Fear Behind Budgeting for Retirement

“Will I Have to Give Up Everything I enJOY?”

Income-Related Monthly Adjustment Amount (IRMAA) Worksheet

IRMAA, or the income-related monthly adjustment amount, is an extra amount you need to pay on top of Medicare Part B and Part D premiums based on your income. It’s never too early to start planning for these additional payments. This guide will help you identify some IRMAA planning points a …

Medicare and Managing Health Care Costs in Retirement

Medicare and Managing Health Care Costs in Retirement

Health care costs in retirement aren't going anywhere. Naturally, as our bodies get older, it costs more to keep them running. Let's look at how that plays a part in your financial plan.

Your Legacy

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Mitlin Money Mindset® Named Finalist for the 2025 WealthManagement.com Industry Awards!

We are thrilled to share that the Mitlin Money Mindset® has been named a finalist in the Podcast – Investor Focused category of the 2025 WealthManagement.com Industry Awards, affectionately known as the Wealthies!

How Estate and Gift Taxes Can Impact Your Financial Plan

Tom Fridrich, JD, CLU, ChFC®, Manager and Senior Wealth Planner Giving something you own to someone else. It’s a simple, human act – one that seems like it shouldn’t take too much planning to do it correctly. But when does gifting become a tax issue? What do you need to consider about gifti …

Why You Might Need a Power of Attorney

Have you thought about your legacy? We highly recommend that you appoint a trusted family member or friend as your power of attorney (POA), giving them the ability to help with your financial or health needs, should an unfortunate event occur in your life.

A Guide to Gifting to Your Heirs

A Guide to Gifting to Your Heirs

Gifting to your loved ones now or posthumously each carries their own positives and negatives as they relate to your estate plan, taxes, your goals and your legacy.

Your Freedom

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Love, Money, and Joy: How Couples Can Find Financial Harmony

Building a JOYful Financial Future as a Couple Love, marriage, and money— three things that can either go together smoothly or cause stress. It’s not surprising that almost 25% of couples say money is their biggest relationship challenge, with nearly half admitting to arguing about it somet …

Compounding Wealth (and Wisdom): The Power of Compound Interest

No single strategy works forever, but you also don’t want to change your approach every time the markets shift slightly. How does investing work – not just for a season or a year or two, but for a lifetime? Time is a major factor when it comes to successful investing.

Start Your Year Planning for JOY (and Avoiding Mistakes)

You deserve to maximize the JOY in your life and one way to make that happen is by avoiding the common mistakes that can throw you off track and steal those JOYful moments. Let’s make 2025 your year of purposeful action — where you take intentional steps to sidestep frustrating pitfalls.   

When Shifting Goals Mean Shifting Plans

When Shifting Goals Mean Shifting Plans

Your financial plan shouldn't look the same at 55 as it did when you were 35, right? So how do you know when it's time to adjust your plan?

Market & Investments

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Facts Vs Feelings Take 5 – Midyear Market Outlook 2025

We’ve hit the halfway mark of 2025—and what a ride it’s been. From economic uncertainty to market resilience, the latest Take 5, featuring Ryan Detrick, Chief Market Strategist, and Sonu Varghese, VP, Global Macro Strategist, breaks down where we are so far in 2025 and where we might be hea …

Market Commentary: More New Highs and a Jobs Surprise

What a first half it was, as the S&P 500 was down close to 20% at the April lows and incredibly have come back to new highs already, one of the fastest recoveries ever.

Facts Vs Feelings Take 5 – Why the Surprise Summer Rally Can Continue

In the latest Take 5, Ryan Detrick, Chief Market Strategist, and Sonu Varghese, VP, Global Macro Strategist, discuss the unexpected strength in stocks during May and June, why the economy has outperformed expectations, and what could keep momentum going in the second half of the year. From …

2025 Market Outlook Report

2025 Market Outlook Report

The economy had a big year in 2024, avoiding a recession while posting strong job numbers and a soaring stock market. But the new year brings new concerns. What impact could we see from tariffs? How long do we think this bull market will continue? What will the Fed do in 2025?

Mitlin Money Mindset

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After the Exit: Adam Rossi’s New Rules for Work, Health and Family

Building a Hockey Career Through Social Media and Authenticity with Nick Bowins

From ER to CFP®: Dr. Carolyn McClanahan on Blending Health and Money

In the News

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Recognized for What Matters Most: Larry Sprung Earns Voice of the Client™ Honor

What if your financial advisor cared as deeply about your personal happiness as they do your finances? What if every planning conversation started with a simple question:

Celebrating Larry Sprung: A True Ally

At Mitlin Financial, we find immense JOY in celebrating the achievements of those who make a difference.

Lawrence Sprung selected as a Founding Member of the Investopedia Advisor Council

While serving our clients is undoubtedly one of our greatest JOYs, once in a while something happens that simply makes our JOY overflow We are overJOYed to share that our Founder and Wealth Advisor, Lawrence Sprung, CFP® has been selected as a Founding Member of the Investopedia Advisor Cou …