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Market Commentary: Stocks Pause on Geopolitical Risk, Fed

Stocks fell three days in a row to end the holiday-shortened week but still managed to finish the week near flat thanks to Monday’s gains. Worries over the fallout from the Middle East conflict has traders on edge, while US economic data has been slowing some, and the Federal Reserve (“Fed” …

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Mitlin Minute: Table Mountain

This Mitlin Minute was filmed while our founder, Lawrence Sprung, was traveling in South Africa and visiting the beautiful Table Mountain. This continues our series and was the first stop on the tour we took and it really set the tone for the rest of the trip.  We talk about how it is impor …

What Rink Is Larry At? (Week One)

Join us in playing “What Rink is Larry at?” during the upcoming hockey season for a chance to win money ? for YOUR favorite charity! TO ENTER: ✔️Name the rink Larry is at in the video and put the name of the charity you would like the donation made to if you are selected as …

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 …

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