What Documents You Should Provide to Your Tax Preparer
One of the most common client questions heard by tax preparers is, “So, what do you need from me?” The short answer to that question is, often, “Everything.” But that isn’t helpful, nor is it entirely true. And this year, thanks to the passage of the One Big Beautiful Bill Act (OBBBA), you …
Larry Sprung of Mitlin Financial at the New York Stock Exchange: Why Financial Planning Should Lead With JOY
When Larry Sprung, Founder and Wealth Advisor at Mitlin Financial, joined AssetTV on the floor of the New York Stock Exchange, he shared a message that sits at the heart of the firm’s work. Financial planning should lead with JOY. That may sound different from what people expect to hear fro …
March Madness: The Billion-Dollar Gamble
Sports betting feels like entertainment, but it is increasingly tied to behavioral finance trends, emotional decision-making, and direct backlash toward the athletes on the court. Why does online sports betting feel like a new phenomenon? It’s likely because it wasn’t until 2018, when the U …
Does Your 401(k) Offer Crypto and Should You Use It?
Some 401(k) plans may start offering cryptocurrency as an investment option. If your plan adds it, you still face the bigger question: Does crypto help your retirement plan, or does it add unnecessary risk? Quick answer Yes, some workplace plans may offer crypto. No, that does not mean you …
Should You Gift Stock or Leave It to Heirs? The Tax-Smart Answer
Passing stock to your kids or grandkids can feel like a legacy move. But one decision could affect whether your family enJOYs the gift or ends up with a surprise tax bill. Thoughtful planning helps more wealth stay in the family and keeps the gift feeling JOYful. The tax-smart answer in one …
The JOY of Making Your Money Work for You Through Everyday Spending
You already pay for life…… What if those purchases could pay you back with no spreadsheets or travel-hacking courses required? Understanding the benefits you are entitled to could be the key to getting more from the money you spend. Once you understand the benefits that could be …
The JOY of Giving: Why November Is the Perfect Time to Take Action
What if the most valuable thing you give this season isn’t a gift …..but a decision? A decision to show up. To speak out. To do something that leaves the world better. As the year winds down and the advertisers turn the dial up, you have the opportunity to flip the script and focus on …
The JOY of Small Business Ownership: Why the Business Should Serve You
One of the most rewarding things I have experienced and continue to see in others is the true joy that comes from building something on your own terms. But most people don’t talk about this: JOY doesn’t just show up. You have to design for it. Time Is Yours… But Only If You Claim It …
Financial Planning Without the Fear: How a JOY-First Approach Changes Everything
For most people, the idea of meeting with a financial advisor feels… intimidating. “What if they judge me for past mistakes?” “Shouldn’t I have figured this out by now?” “What if it’s just another sales pitch?” “What if the advice isn’t worth what it costs me?” These fears are real. And the …
Your Money Needs a Why: Dr. Daniel Crosby & Larry Sprung on JOYful Wealth
When it comes to financial planning, numbers are only part of the story. Larry Sprung, CFP®, award-winning financial advisor and host of the Mitlin Money Mindset®, was joined once again by Dr. Daniel Crosby the Chief Behavioral Officer at Orion to explore explored one of the most important …
