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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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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 …

Social Security

You’ve worked hard for your Social Security. Now, it’s important to understand how to maximize your Social Security by incorporating the correct strategy for you into your wealth plan. Check out our infographic for important facts you should consider to Maximize Your Social Security Benefit …

Mitlin Minute: Critical Financial Events & Insurance

This edition of the Mitlin Minute features the topic of Critical Financial Events & Insurance. 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 contact us with any top …

Financial Planning: Critical Financial Events

If you were lost while driving to an unfamiliar location, what would you do? Would you guess the route and risk never reaching your destination? Would you venture through threatening areas, potentially endangering yourself and the other passengers? Or would you get proper guidance, and insu …

Mitlin Minute: Critical Financial Events

This edition of the Mitlin Minute features the topic of Critical Financial Events. 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 contact us with any topics you would li …
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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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