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NHL Edition: Guess What Rink Is Larry At? (Week Thirteen)

Join us in playing “What Rink is Larry at?” during the upcoming hockey season for a chance to win money for YOUR favorite charity! TO ENTER: ✔️ Name the rink Larry is at in the video and put the name of the charity you would like the donation made to if you are selected as …
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Mitlin Minute: Required Minimum Distribution Alert

 Time Sensitive Information Required Minimum Distributions (RMD’s) have been suspended for 2020. There is a new time-sensitive ruling IF you already took your RMD earlier in the year. Contact us if you need help or advice doing this the correct way. ► Subscribe to our channel ► Learn more …

Mitlin Minute: What Is the Dogs of The Dow Strategy

You might have heard the term “Dogs of The Dow”, but do you know the Dogs of The Dow Strategy? ► Listen in and learn what this strategy is and how it works! ► Subscribe to our Channel: https://mitlin.us/YouTubeSub Be sure to listen and feel free to contact us at (631) 952-4466 x …

Ask A CEO: Lawrence Sprung, President and CEO, Mitlin Financial

Our Founder, Lawrence Sprung, had the pleasure of sitting down (virtually) with Greg Demetriou on his Ask A CEO Series. Listen in and learn more about how Mitlin Financial has adjusted to the new “normal”, the financial markets in this environment, and Larry’s involvement …

Mitlin Minute: Changing The Face of Financial Planning

As white male in financial services, I felt it best to ask Jorrell Bland to speak on behalf of the firm. I hope you will take the time to read his powerful article. At Jorrell’s selection, Mitlin has made donations to The American College of Financial Services African American Advisor …

Mitlin Minute: Mental Health Awareness Month

Thank you to everyone supporting the cause and a huge thank you to the romance book community for embracing the Keith Milano Memorial Fund! You can support these 30 authors by purchasing one of the books whose proceeds for the month of May will benefit the fund. Buy Books Here Be sure to li …

Mitlin Minute: What is a Recession?

Recession is a term you hear about on the news and all over social media, but do you know what a recession is? Listen in and you will learn some of the key characteristics and the definition of a recession. Be sure to listen and feel free to contact us at (631) 952-4466 x11 if …
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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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