Mitlin Minute: Get Your Financial House In Order

In this edition of Mitlin Minute we discuss using Summer to get your financial house in order.Feel free to ask questions on this topic by emailing us or calling us at (844) 4-MITLIN. Disclaimer: This article represents the opinion of Mitlin Financial Inc. It should not be construed as provi …

What is goals-based planning?

The first step to goals-based planning is to sit back, relax and day-dream. Or, break out a bottle of wine and sit with your partner and just talk about what you see your life looking like in the future. Ask yourself, “What is it that I really want?”

The Importance of Portfolio Diversification

The famous stock market axiom, “it’s the bus you don’t see that hits you”, nicely underpins the reasons behind maintaining a diversified portfolio. The stark reality of investing is that there are unknowable landmines. Even though investment managers and analysts spend hundreds of hours sco …

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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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