Insights

When it comes to financial planning, numbers are only part of the story. Larry Sprung, CFP®, award-winning financial advisor and host of the Mitlin Money Mindset®, was joined once again by Dr. Daniel Crosby the Chief Behavioral Officer at Orion to explore explored one of the most important …

Have you given much thought to your strategy for Social Security benefits? It’s good to have a plan in place to help you make the most of this program. But you may have questions.

Just because we express a desire to do something, doesn’t mean we’ll do it. Insurance is a great example of this. A recent study on life insurance statistics showed that 42% of Americans report feeling that they need more life insurance coverage.* At the same time, the percentage of familie …

Building a business that’s truly valuable takes more than hard work and good timing. It’s about creating something that can thrive, adapt, and grow—with or without you at the helm.  Whether you’re planning for a future sale or succession or simply want to build long-term value, it’s importa …

One of the most rewarding things I have experienced and continue to see in others is the true joy that comes from building something on your own terms. But most people don’t talk about this: JOY doesn’t just show up. You have to design for it. Time Is Yours… But Only If You Claim It …

Helping Business Owners Build Value and Live Their Ideal Vision of Tomorrow Mitlin Financial is proud to announce that our founder and wealth advisor, Lawrence “Larry” Sprung has earned the Certified Exit Planning Advisor® (CEPA) designation. This significant credential deepens Larry’s abil …

When saving for retirement, we often dream about all the things we’ll be able to do with that money—traveling, going out to eat, maybe trying new hobbies. But the reality is that there are also everyday household expenses that you should account for in your post-retirement budget. Less fun …

Most people think about retirement as a finish line and do not see it as their next big adventure. It’s the chapter where you have the freedom to do what you want, on your time, whether that’s traveling, starting a passion project, or spending more time with family. You can have your invest …

Choosing the right Medicare plan is one of the most important decisions seniors face. It’s also one of the most difficult. The healthcare system isn’t user-friendly to begin with. Stack all the Medicare options on top of that, and you’ve got yourself a challenge.   That’s why it’s a good id …

There are countless ways to give—from dropping off your old couch at local donation center to volunteering at the local soup kitchen. When it comes to monetary gifts, it’s worth thinking through how to give in a way that both supports your values and helps maximize tax savings.

It was a family dinner that will stick with me.

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!

For most people, the idea of meeting with a financial advisor feels… intimidating. “What if they judge me for past mistakes?” “Shouldn’t I have figured this out by now?” “What if it’s just another sales pitch?” “What if the advice isn’t worth what it costs me?” These fears are real. And the …

Are you working hard, saving, and still wondering if it’s all adding up to the life you want? You’re not alone. Many families feel uncertain about their financial future even when they’re doing everything “right.” That’s why Larry Sprung, CFP® Wealth Advisor and founder of Mitlin Financial, …

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 …

The S&P 500 fell 1.6% last week, and volatility ramped up over fears that AI stocks are in a bubble and valuations overall are stretched. The good news is we continue to think earnings are justifying this bull market. But pockets of technology could be a tad frothy, and a pause and a bi …

One of the most important myths when it comes to the value of a financial advisor is that the value lies primarily in searching for individual securities that provide better returns. But even when it comes just to portfolio returns (ignoring all the other ways a financial advisor helps clie …

Welcome back to Carson’s Take Five with Ryan Detrick, Chief Market Strategist, and Sonu Varghese, VP, Global Macro Strategist! Live from the New York Stock Exchange, Ryan shares his on-the-ground perspective while Sonu joins remotely to discuss what’s driving today’s market momentum. Togeth …