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Breaking Down The Basics Of HSAs

Health Savings Accounts (HSAs) might be the single most powerful tax-advantaged savings vehicle in the IRS tax code. You can deduct contributions, experience tax-deferred gains and withdraw money tax free for qualified tax expenditures.

What you should know about Investment Accounts, Capital Gains, Income

Investing is a complicated topic that many do not fully understand and they rely on their advisors to assist them through the process of investing and becoming retirement ready. Taxes are an area that cause significant confusion and the fact that they have a tendency to change over time add …

7 Simple Ways to Maximize Your 529 Plan to Help Pay for College

A 529 plan is a great option for families looking to save money for their child’s education. With college tuition rising so fast – up 168 percent over the last 20 years, according to U.S. News – it’s more important than ever to plan your finances carefully. 529 plans are state-sponsored and …

Mitlin Minute: Reader Rankings Best Wealth Advisers

We are pleased to announce that Mitlin Financial Inc. has been selected as Long Island Business News’ Best Wealth Adviser in their 2019 Reader Rankings Award. We had asked for your help several weeks ago to vote for us and we want to thank you for coming through and helping us win thi …

Mitlin Minute: International Edition from South Africa

This Mitlin Minute was filmed while our founder, Lawrence Sprung, was traveling in South Africa. This will be the first in a series of videos filmed on this adventure to allow you to experience some of the sights, encounters and sheer beauty of South Africa.  This was filmed outside of the …

3 Money-Smart Strategies for 529 College Savings Plans

Between squeaky new shoes, fresh pencils, packs of index cards, trendy new backpacks and other learning supplies, back-to-school shopping in the U.S. is expected to exceed $27 billion this year – about $510 per household. That’s a lot of Trapper Keepers.

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