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How Much Do I need For Retirement?

One of the most searched phrases on search engines today is “How Much Do I Need For Retirement?”.  I recall people when I was growing up saying that you need $1MM saved in order to live comfortably in retirement, was that true and/or is there a new number today?   This is a very c …
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Stay the Course, What Does That Mean?

Volatility has been consistent throughout the COVID-19 pandemic. One other constant I have heard is, stay the course. Staying the course during an event like this may very well be the right advice, but I think there is another variable that needs to be looked at to help confirm that this is …

RMD Alert! Did You Take One?

Required Minimum Distributions (RMDs) have been suspended for the tax year 2020. This was originally announced as part of the Cares Act when the pandemic first hit and was signed into law on March 27, 2020. There was a provision in the act that suspended all required minimum distributions f …

Making an Offer on a House? 11 Strategies to Win

So you’ve found your dream house and you’re ready to make an offer, but how do you make sure your offer stands out among all the others? How do you make your offer more appealing? Whether you’re dealing with a competitive housing market or a cautious seller, getting your offer accepted requ …

What is a Bear Market?

One little known fact is how a bear market received its name. A bear, when attacked or going after its prey, will use its paw and motion downward to defend itself or get its prey. Bear markets are a fact of life and one part of an overall market cycle. It has been over ten …

529 Plan, What is that?

In 1996 the Small Business Job Protection Act created 529 Plans, also known as “qualified tuition plans”. This account which allows taxpayers a tax-advantaged way to save for education expenses for a designated beneficiary, after 24 years, might be the account that most know nothing about. …

Mitlin Financial Welcomes Rosealba “Rose” Hosten to the Team

Mitlin Financial, Inc. is pleased to announce that Rosealba “Rose” Hosten has joined us as the newest member of our team. Rosealba comes to us with over fourteen years of experience as an Executive Assistant in the financial industry.  She will be overseeing many of the day to d …
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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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