Checklist for Gathering Tax Documents
Doing your taxes might not be enJOYable but being more organized can make the process less painful.
2024 Plan Limits for 401ks and IRAs
We are all more responsible than ever to save for our retirements. With this great responsibility comes the need to understand how much you can contribute to your plans and the benefits. Every year, usually in November, the IRS announces the changes for the coming year. This requires that y …
You’re Engaged – Now What?
Now that you’re starting this exciting new chapter together it is important to dive into discussing your finances. Being on the same page about finances can help strengthen a relationship, set goals as a couple, and avoid disagreements in the future. Download Guide
Preparing for Your Bundle of JOY
Wondering how to prepare financially for a new baby? Check out our complimentary “Preparing for Your Bundle of Joy” checklist, full of financial advice for new parents to help you get ready for your bundle of JOY. Download the Checklist
Facts vs Feelings: Finding Joy with Larry Sprung
It’s impossible to encounter the question “What did you do today that brought you joy?®” without Larry Sprung immediately coming to mind. We hope you enJOY episode 38 of Facts vs Feeling hosted by Ryan Detrick, Chief Market Strategist, and Sonu Varghese, VP Global Macro St …
Larry Sprung Nominated for Advisor of the Year
The Mitlin Financial team is filled with JOY as we celebrate Founder & Wealth Advisor Larry Sprung’s nomination as the InvestmentNews Advisor of the Year for the Northeast Region! To be considered for this prestigious award, advisors must demonstrate a deep understanding and knowledge o …
Is Jorrell Bland the NextGen Advisor of the Year?
Truly, as far as our team is concerned, Jorrell is advisor of the year, decade, century, millennium, and, well, you get the idea. We’re proud to announce that Associate Wealth Advisor Jorrell Bland was recently nominated for the InvestmentNews NextGen Advisor of the Year for 2024. This pres …
Women’s CEO Strategy
Do you believe in the power of supporting women in leadership roles? Well, you might want to consider a strategy that aligns with your values and financial goals. The Women CEO Strategy offers a unique opportunity to support women in leadership. This strategy is comprised of S&P 500 com …
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 …
