Talking to Your Financial Advisor During Market Volatility
When market volatility occurs, it’s completely natural to feel anxious about your finances. This is an uncomfortable time for all investors – seasoned and new.
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We’re All A Little “Crazy” #SameHere with Eric Kussin, Episode #79
Today’s guest on the Mitlin Money Mindset™ is Eric Kussin, founder and CEO of We’re All a Little “Crazy,” The Global Mental Health Alliance, and hashtag #SameHere. Eric got his start at the NBA League Office and while experiencing great success in his career, he faced a debilitating m …
Don’t Blow Your Budget! Tips to Create Your Retirement Spending Plan
Ryan Yamada, CFP®, Senior Wealth Planner It was late one afternoon when I received the call from a retired client.
Tax Trouble with Karen Tenenbaum, Episode #78
Today’s guest is Karen Tenenbaum founder of Tenenbaum Law, P.C. Karen has been an attorney for over 35 years and her firm helps individuals and businesses facing IRS and New York State tax problems. Karen and her team have successfully represented clients in matters, including federal …
Five Reasons Your IRA is Deflating, and What to Do About It
By Craig Lemoine, Director of Consumer Investment Research Stocks, bonds and mutual funds have had a rocky start to the year. The S&P 500, a broad measure of the United States stock market, was down 4.6% over the first quarter. Mutual funds holding stocks and bonds have also lost value. …
How To Make Your Money Work For You
Most people will read “How To Make Your Money Work For You” from a financial advisor and think, here we go another blog about investing, 401K matching, and retirement planning. Well, this piece has nothing to do with any of that at all. Today we are going to talk about how to get your …
Gen Next Wealth with Emlen Miles-Mattingly, Episode #77
Today’s guest on the Mitlin Money Mindset™ is Emlen Miles-Mattingly, the CEO and founder of Gen Next Wealth and host of the Minority Money Podcast. Emlen uses his 20 years of experience in the financial services industry to help clients make smart financial decisions and encourages th …
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8 Legitimate Tax Loopholes You May Be Missing
As you reflect on the past year in preparation to meet with your accountant, consider these loopholes that may help you dodge the taxman.
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