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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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Annuities: Immediate vs. Deferred

In the last article we went over the two different types of annuities, fixed and variable; both are avenues by which you are able to grow assets on a tax deferred basis over time. Now we are going to talk about the different ways you can receive or build to later receive a steady stream …

Mitlin Minute- Immediate vs Deferred Annuities

This edition of the Mitlin Minute features the topic of Immediate vs Deferred Annuities. 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 wo …

Annuities: Fixed vs. Variable Annuities

Although not for every investor, annuities can serve as a very useful tool in one’s retirement strategy. These financial products are sometimes portrayed in the media as controversial. When implemented properly, in the right situation, they can prove to be beneficial. Despite the many …

Mitlin Minute: Annuities

This edition of the Mitlin Minute features the topic of Advisor Diversification. 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 like …

Advisor Compensation: Disclosure and Transparency

Do you know how your advisor is being compensated?  Are you paying fees? Are you paying commissions? Is your advisor’s compensation even discussed? These are just some of the many questions you should be asking yourself prior to choosing a financial professional to handle your fa …

Advisor Diversification: The Scenario Where Diversification is Not Beneficial

We are told time and time again that one should never put all their eggs in one basket. In most instances, this statement would be valid. However, this is not true in every case; especially with regards to Advisor persification. There are many detrimental effects that can result from having …
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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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