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4 Pitfalls of Not Having a Financial Plan

There are some things in life you just can’t plan for: an unexpected illness, job loss, death of spouse, disability. And while experiencing one of these major events can drastically impact your life, having an effective financial plan can help ensure that it doesn’t ruin your financial well-being.

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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.

Mitlin Minute: Invest In Others Award

Mitlin Financial is pleased to announce that its Founder, Lawrence Sprung, has been selected as a finalist for the Invest In Others Community Service Award.  This is awarded, by the Invest In Others Charitable Foundation, to an advisor who has made an outstanding impact on a commu …

How a 529 College Savings Plan Can Help Make Summer Dreams a Reality

I have always loved the feeling of summer. Once Memorial Day celebrations kick off, the atmosphere seems to relax. Sunshine, water and sunscreen seem to be everyone’s focus. Long, warm nights are filled with the sounds of lawn mowers and children laughing.

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