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Marketplace Superheroes with Stephen Somers, Episode #33

Today’s guest on the Mitlin Money Mindset™ is Stephen Somers, CEO, and Co-Founder of Marketplace Superheroes. Stephen and his partner Robert Rickey have taken their success in running an 8 figure Amazon business— which has sold over $12 million worth of products globally— and created Market …
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Qualified vs. Non-Qualified – I Don’t Get It?!

Published by Teresa Milner 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:

Mitlin Minute- Disability Insurance

This edition of the Mitlin Minute features Disability Insurance and its importance in a 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 info@mitlinfinancial.com Feel free to con …

Life Insurance

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

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

Mitlin Minute: Life Insurance & Your Financial Plan

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 info@mitlinfinancial.com Feel free to con …

Insurance in Your Financial Plan

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 …
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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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