Retirement is full of important decisions. But in my opinion, few carry as much long-term impact as when and how you claim Social Security benefits. While it’s tempting to think of Social Security as a simple choice—claim early or wait—the reality is much more nuanced. The timing of …
If you’ve ever engaged in a conversation about retirement and you heard the terminology of qualified vs. non-qualified but you had no clue what that meant – know you’re not alone! The following is a basic explanation of the difference: Qualified investments are accounts that are most common …
How would your family survive if you were to unexpectedly pass? Would their standard of living and quality of life diminish? Who would generate the shortfall in income if you were no longer around to earning a living? Will your loved ones be able to afford all the costs associated with your …
Retirement planning is an essential factor in your overall financial well-being. Check out our infographic on retirement planning – these stats may surprise you. Are you prepared? Click here to open fullscreen
This edition of the Mitlin Minute features the topic of Life Insurance & Your Financial Plan. Please feel free to contact us with any questions at (631) 952-4466 x12. Visit us at www.mitlinfinancial.com or email us at [email protected] Feel free to con …
Having a financial plan in place is a vital component of a successful financial future. What if something devastating were to derail your plan? What if your working spouse was to unexpectedly pass away or become incapacitated? What if your own health was to take a turn for the worse, and yo …
You’ve worked hard for your Social Security. Now, it’s important to understand how to maximize your Social Security by incorporating the correct strategy for you into your wealth plan. Check out our infographic for important facts you should consider to Maximize Your Social Security Benefit …
