Insights

By Jamie Hopkins In September, I covered the proposed tax plan released by Democrats on the House Ways and Means Committee, which would help pay for the $3.5 trillion Build Back Better Act through changes to corporate, personal and other taxes, as well as retirement plans.

Companies have several tools they can deploy in order to retain top talent, and one that is gaining traction is incentive stock options, or ISOs. Much like non-qualified stock options (NSOs), ISOs are a form of equity compensation in private or public companies.

When I hear the words “Dream Big” I cannot help to think of Walt Disney.  Talk about dreaming big, he turned swampland into a destination that everyone knows of and most try to see.  Walt would not have been able to do it without the help of his brother Roy who was the one responsible for f …

Credit cards get a lot of coverage as to why they are bad for you and if used improperly they can be. Many times, the benefits of credit cards get overlooked and we are going to focus on those today.

Last week, Democrats on the House Ways and Means Committee released a draft of their proposed tax plan, which includes changes to corporate, personal and other taxes, as well as retirement plans – though Social Security would be untouched.

There’s an old saying that with the stroke of a pen we have the ability to affect generations upon generations of lives. 

You might have more money stashed away in the Social Security trust fund than anywhere else. In fact, what you put into Social Security very well might be your biggest asset and future source of retirement income.

Though we’re still in the midst of the COVID-19 pandemic, with the number of vaccinations increasing and the great reopening upon us, we’re reemerging from our bunkers in full force.

The first payment of the Child Tax Credit started hitting bank accounts on July 15 and will continue every month for the rest of 2021. 

There is a strong premium on earning a college degree, perhaps driven by previous generations who witnessed the power of education. But you may find yourself receiving a student loan bill every month, even now as you contemplate sending your kids to college. Though an education continues to …

Today’s guest on Mitlin Money Mindset™ is Thomas Francis, the owner of The Long Island Airstream Experience. In 2016, he started with the Long Island Cigar and Bourbon Experience, which grew rapidly. Thomas soon added the Long Island Wine and Cheese Experience and the Long Island Beer …