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How Estate and Gift Taxes Can Impact Your Financial Plan

Heath Ledger’s death in 2008 is another tragic story of an extremely talented artist gone too young. The unfortunate circumstances of his death compounded the complexity of his estate, leaving lawyers and family in a difficult position.

Suzanne Kostalnick: Travel White-Glove Style, Episode #4

Do you enjoy travel? What’s the perfect, exotic vacation you would take if expense and time were no object? Suzanne Kostalnick discovered her passion for travel at a young age, living abroad in places like Indonesia and the UK with her family. During her first job as a teacher, she took stu …

Tick Tock, with John Keil of WatchGuage, Episode #3

Each of us has our particular favorite joys in life and what those things are is as unique as the individual. John Keil is a friend of mine and one of those guys who puts his heart and soul into the things he enjoys. For him, those things are his family and fine watches. Join …

Ron Carson: Blazing A New Path, Episode #2

Did you know that 65% to 68% of American’s surveyed* do not believe that financial advisors will put the client’s interests ahead of their interests or those of the company they work for? It’s a terrible commentary on the skeptical place historical bad practices in the financial planning in …

Mitlin – What Does It Mean?, Episode #1

It’s a wonderful thing to be able to welcome you to this inaugural episode of The Mitlin Money Mindset. To start things off I thought I’d help you get to know us here at Mitlin Financial by answering THE most commonly asked question we receive at our firm. And believe it or not, it’s not …

Mitlin Financial, Inc. is thrilled to announce we have joined Carson Partners

We are still the Mitlin Financial you know and trust – now backed with the powerful resources that come with being a Carson Group partner. Our new partnership allows us to enhance what we can do behind the scenes to better serve you, our valued clients. Our team looks forward to continuing …
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Downloadable Resource

8 Legitimate Tax Loopholes You May Be Missing

8 Legitimate Tax Loopholes You May Be Missing

As you reflect on the past year in preparation to meet with your accountant, consider these loopholes that may help you dodge the taxman.

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