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 …
When Volatility Strikes, Whats Your Plan?
Investing is not something you can simply do in a vacuum and the goals of your portfolio should be tied to an overall financial plan. Overall, markets have been on the rise for the last ten years plus, but there certainly have been some hiccups along the way including the most recent effect …
Changing the Face of Financial Planning
Over the last few weeks, the world has come to see how broken our system truly is. People of all colors have flocked to the streets to let their voices be heard and to demand that the change starts now. This fundamental change has to come at all levels and across all industries. As a …
What is the S&P 500?
The S&P 500 is spoken about on every media outlet you can think of from print to online. No matter where you turn you are bound to hear something about it. There is a lot of focus placed on this index and we wanted to take a minute and explain “What is the S&P 500?” …
What is the Dow?
The markets have been in focus recently due to the corona virus pandemic and its impact on the economy. There is much focus place on what the media outlets call the “Dow” and we wanted to take this opportunity to clarify “What is the Dow?” The Dow Jones Industrial Average (DJIA), or Dow for …
Lawrence Sprung Named a Member of the Male Ally Network at Females & Finance
Larry is proud to be named a member of the Male Ally Network at Females & Finance and to join these other great men in supporting the platform to grow better businesses together in financial services and financial technology: UL: Darrell Hickerson with Females And Finance and Unified F …
