Life Insurance: Protection or Financial Plan

As bloggers, financial coaches, “influencers” and TikTok’ers have taken to the internet trying to convince investors that buying life insurance is financial planning, it has become more and more confusing for the average person to understand.  Buying life insurance alone is NOT comprehensiv …

Larry Sprung Appears on the Investopedia Top Financial Advisors List – 3rd Year In a Row!

The Investopedia 100 Top Financial Advisors of 2023 list is out – and Wealth Advisor Larry Sprung, CFP® made yet another appearance on this prestigious list! Joy Is Making an Impact The annual Investopedia list recognizes financial advisors who make profound professional contributions to pr …

You’ve Got the Mini-Fridge for Your College-Bound Kid – Now Don’t Forget the Documents!

My niece’s hard work in high school paid off, and she had many fantastic options for higher education. Despite being from New Jersey, she chose a liberal arts college halfway across the country in Texas and is about to begin her junior year there. While visiting my sister and her family a c …

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 …

Mitlin Minute: What Is A Financial Plan?

What Is A Financial Plan? A financial plan is paramount to a family’s financial success. During periods of volatility we often hear that investors should “stay the course”, but what does that mean? Is there a course to stay without having a financial plan? We feel that there seems to be a m …

Guess What Rink Is Larry At? (Week 16)

Guess “What Rink is Larry at” to WIN money for YOUR favorite charity! TO ENTER: Name the rink in the video on one of our social media channels. Tag the charity you would like the donation made to if you are selected as the winner. Tag a friend who might also enjoy playing. Those who …

Congratulations to Mitlin Financials Client Service Manager Jorrell Bland

Congratulations to Jorrell Bland on being a recipient of the Long Island Business News 2020 Business and Finance Award! The team is thrilled to see Jorrell’s handwork and dedication recognized. We are so happy to have him serving our clients and representing the client first mentality we ha …

Mitlin Money Mindset Podcast Launches on October 14, 2020

As you have seen on social media we are set to launch the Mitlin Money Mindset set on October 14th. Hosted by our Founder and Wealth Advisor, Larry Sprung, CFP® this podcast will bring engaging and entertaining guests that will provide the listener with tangible takeaways. We are very excit …

What is the Dogs of The Dow Strategy?

When it comes to investing there are many strategies, views, and opinions. In many ways none of these are wrong, they are just different. It is important to find investments that are aligned with your views, time horizon, and risk tolerance while remaining committed to your process and maki …

Guess What Rink Is Larry At? (Week 15)

𝗪𝗮𝗻𝘁 𝘁𝗼 𝘄𝗶𝗻 𝗺𝗼𝗻𝗲𝘆 𝗳𝗼𝗿 𝗬𝗢𝗨𝗥 𝗳𝗮𝘃𝗼𝗿𝗶𝘁𝗲 𝗰𝗵𝗮𝗿𝗶𝘁𝘆? 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 don …

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