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Larry Sprung Nominated for Advisor of the Year

The Mitlin Financial team is filled with JOY as we celebrate Founder & Wealth Advisor Larry Sprung’s nomination as the InvestmentNews Advisor of the Year for the Northeast Region! To be considered for this prestigious award, advisors must demonstrate a deep understanding and knowledge o …

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Quarterly Market Outlook Highlights: Q3 2022

Carson Partners’ Scott Kubie shares key events we saw in the past quarter and how we think they’ll affect markets in the upcoming quarter. Contact us to speak with a financial advisor.

Beneficiaries

Trillions of dollars will soon transfer from the Silent Generation and baby boomers to their adult children in what financial experts are calling “The Great Wealth Transfer.” Are you one of the people expecting an inheritance in this historic transfer of wealth? Have you thought about the i …

Life After the NHL with Cody Bass, Episode #89

Cody Bass is a Pro Scout for the Colorado Avalanche and owner of Recurve Real Estate. Cody played 13 years of professional hockey, and officially retired from the sport in 2019. He continues to stay connected as a scout by evaluating talent and potential fits for the team. Cody was drawn to …

What Do Financial Adviser Designations Mean? What are the Letters after a Name?

By Craig Lemoine, Director of Consumer Investment Research  We speak a secret language in financial planning. So much of our world is filled with abbreviations surrounding insurance and investment products, processes, education and accomplishments.  I could say “Tammy, a CLU and ChFC®, revi …

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