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How Much Do I need For Retirement?

One of the most searched phrases on search engines today is “How Much Do I Need For Retirement?”.  I recall people when I was growing up saying that you need $1MM saved in order to live comfortably in retirement, was that true and/or is there a new number today?   This is a very c …

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Mitlin Financial Welcomes Jorrell Bland to the Team

Mitlin Financial, Inc. is pleased to announce that Jorrell R. Bland has joined us as the newest member of our team. Jorrell comes to us with over four years of experience in the financial services industry with New York Life.  Jorrell will be responsible for servicing clients of the firm an …

Zero Commissions, Does Not Mean “Free”

Recently several brokerage firms, including our primary custodian TD Ameritrade, have announced they are moving to zero commissions on online trades involving equities, exchange-traded funds (ETF’s) and options. This move is a result of pressure from investment firms like Robinhood who have …

Congress Set To Pass SECURE Act

The SECURE Act, Setting Every Community Up for Retirement Enhancement Act, has been in the news for many months now. Since the House passed this earlier in the summer there has not been much heard about it until recently. This piece of legislation has been attached to the spending bill that …

Payment Apps, Should I Use Them?

Technology has provided us with many tools that make our lives easier on a daily basis. The question is, does easier mean better? The answer to this question will depend largely upon how you use the technology. I am going to focus here on the technology of payment apps. The days of carrying …

2020 IRS Limits Affecting Qualified Plans and IRA’s

Do you have a retirement or pension plan established for your company? Are you part of your employer’s retirement plan? Do you contribute to an IRA? Do you pay into the social security system? Chances are unless you are retired, you answered yes to at least one of these questions and you wi …

Tax Benefits of Retirement Plans

Retirement plans and/or accounts can be a benefit in many ways, especially if there is a need for you to reduce your tax liability. Are you one of the taxpayers that has seen your tax liability increase when filing your 2018 tax return? If this is you, you may want to start using or review …

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Downloadable Resource

8 Legitimate Tax Loopholes You May Be Missing

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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