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What Is A Mortgage Pre-Approval?

Mortgage rates are at an all-time low!  This environment creates an opportunity for first-time homebuyers, those looking to upsize/downsize or simply looking to relocate to find a home of their dreams.  Those of you that are thinking about this should understand what a mortgage pre-approval …
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Are You a Conservative Investor?

Published by Jake Bleicher and Ron Carson Conservative investments are often associated with lower portfolio expected returns. The investment community has been indoctrinated with the notion that risk and return are correlated in a linear function.

Back 2 Basics

Check out this infographic for 12 Simple Financial Tips that are important to remember but easy to forget! Click here to open fullscreen

Advisor Succession Planning

While taking inventory of your individual financial circumstances, have you considered what’ll happen to your hard earned assets upon your demise? Have you given sufficient thought to the process by which the beneficiaries and heirs to your estate will come to inherit those assets? Will the …

Mitlin Minute: Succession Planning

Mitlin Minute: Succession Planning This edition of the Mitlin Minute features the idea of succession planning.  Does your advisor have a succession plan?  Do you know what it is? Please feel free to contact us with any questions at (631) 952-4466 x12.   Visit us at www.m …

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 …
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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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