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FinTok with Dr. Brad Klontz, Episode #46

Today’s guest is Dr. Brad Klontz Co-Founder of the Financial Psychology Institute. He’s also an Associate Professor of Practice at Creighton University Heider College of Business, and he’s a Managing Principal of Your Mental Wealth Advisors. Dr. Klontz was awarded the Inno …
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The Importance of Rebalancing

In today’s world, there is no such thing as a “set it and forget it” investment strategy. Even the most brilliant investors review their asset allocations periodically in effort to mitigate risk and optimize their portfolio persification. No matter how conservative your al …

4 Challenges During Retirement

No matter how well-prepared you may feel for life in retirement, none of us is immune to the challenges presented by market volatility, rising taxes and inflation and longevity. Fluctuations in the financial markets, interest rates and the value of the dollar affect the price of the goods a …

Mitlin Minute: Importance of Rebalancing

Mitlin Minute: Importance of Rebalancing This edition of the Mitlin Minute features the importance of rebalancing 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@ …

How Rising Rates Affect Fixed Income

Are rising interest rates a concern? Will a rate hike affect your current investments? Are there any strategies to insulate yourself from the potential risks associated with rising rates? These are just some of the many questions that investors need to ask themselves in anticipation of risi …

The Importance of an Emergency Fund

Many have a tendency not to plan for the unexpected. Unfortunately, life can be filled with unforeseen hardships. More often than not, these critical financial events can be very costly and even detrimental to one’s financial soundness. So how do you plan for the unplanned? Since life …

Mitlin Minute: Emergency Fund

Mitlin Minute: Emergency Fund This edition of the Mitlin Minute features the importance of an emergency fund 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@mitli …
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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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