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Cost Basis Step-Up
What’s the single biggest expense that you will incur during your lifetime? You guessed it, taxes! Nobody enjoys giving away their hard earned dollars to the Tax Man. This is all the more reason to take advantage of any rare instances where tax implications can be minimized. A step-up …
Mitlin Minute: Cost Basis Step Up
Mitlin Minute: Cost Basis Step Up This edition of the Mitlin Minute features the use of a step up in cost basis. This strategy is sometimes overlooked when a loved one passes away. Please feel free to contact us with any questions at (631) 952-4466 x12. Visit us at www.mit …
Win the Game of Life (Insurance)
Life insurance is one of the most versatile financial assets available to us. Few solutions carry as many tax advantages, may be used in as wide a variety of situations, and come at such a range of cost. We do not get this variety of applications without a wide array of policy options avail …
Financial Aid
With higher education costs at unprecedented levels, financial aid has become more important than ever. College financing has evolved into a familiar issue that millions of American families find themselves struggling with. Unfortunately, the severity of this issue does not seem to be wanin …
Disciplined Investment Process
As an investor are you following a disciplined investment process or are you lacking a measurable strategy in your investment decisions? Consider your long-term investment objectives. As the markets go up and down, it can be challenging to keep your emotions in check if you are not followin …
Mitlin Minute: Financial Aid
Mitlin Minute: Financial Aid This edition of the Mitlin Minute features some general rules of thumb when it comes to college planning and financial aid. Please feel free to contact us with any questions at (631) 952-4466 x12. Visit us at www.mitlinfinancial.com or email us …
