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Larry Sprung Nominated for Advisor of the Year

The Mitlin Financial team is filled with JOY as we celebrate Founder & Wealth Advisor Larry Sprung’s nomination as the InvestmentNews Advisor of the Year for the Northeast Region! To be considered for this prestigious award, advisors must demonstrate a deep understanding and knowledge o …

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Market Commentary: The February Hangover is Nearly Over

The past few weeks we’ve advised readers to be on the lookout for seasonal late February/early March weakness. After the 11th best start to a year ever as of Valentine’s Day, some sluggishness was expected. Well, stocks had their worst week of the year last week and are now down three weeks …

Fundamentals of Retirement

Ready or not, here comes retirement! Watch our webinar: The Fundamentals of Retirement with Carson Wealth Planners Michael Gruidel and Kevin Olezsewski, now available on-demand. 

4 Tips to Take Your 401(k) to the Next Level

Matt Kory, Vice President, Retirement Programs As a retirement income vehicle, the 401(k) is second in popularity only to Social Security – and as CNBC reported in 2019 the number of 401(k) millionaires is at an all-time high. But is a million dollars even enough for your retirement needs? 

Big Idea to Bestseller, Episode #121

Jake Kelfer is the founder of “Big Idea to Bestseller.” He is a lifestyle entrepreneur, life elevator, and coach to ambitious entrepreneurs and freedom seekers helping them write and launch bestselling books to grow their businesses, boost their credibility, and create a massive impact. He …

Market Commentary: Weakness Right on Cue

Last week, we noted the potential was high for a well-deserved break for stocks after a red-hot start to the year. That seasonal weakness may have begun. The S&P 500 is typically down in February, which joins September as the only other month to average in the red. But as we shared last …

What If I Am Laid Off?

  Layoffs seem like a regular occurrence recently and it is something that you should be prepared for at all times.  John F. Kennedy said it so eloquently, “The time to repair the roof is when the sun is shining.”. Facing the reality that your employer may be downsizing or needing to p …

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