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Mitlin Minute: Robo Advisor (Are they really advising?)

In this edition of Mitlin Minute we discuss how artificial intelligence (AI) is trying to change the financial services industry. They are called robo advisors, but are they really advising?  Feel free to ask questions on this topic by emailing us or calling us at (844) 4-MITLIN. &nbsp …

Beneficiary Designation Review

Beneficiary designations are an important, yet often overlooked, planning item that should be reviewed on a regular basis. Having the correct, and most up to date, beneficiaries named on your various accounts could mean the difference in having your assets going to the right people or the w …

How to Identify and Avoid Fraudulent Communications or “Phishing”

In this day and age, electronic communication has made huge improvements toward making communications quick and convenient. However, we must remain vigilant in protecting our valuable personal information. We believe the best safeguard is for you to educate yourself on what “phishing” is, h …

Mitlin Minute: Beneficiary Designation Review

In this edition of Mitlin Minute we discuss beneficiary designations and the importance of reviewing them on a regular basis. When was the last time you updated or reviewed the beneficiaries on your accounts.  This is something that is often overlooked, but is crucial to review.   …

What’s in Your Wallet? A Powerful Portfolio Management Tool

Published by Rob Furlong When considering portfolio management tools many people think about complex spreadsheets or Bloomberg terminals flashing red and green stock quotes all day. While these are necessary, they are far from the most significant tool. I carry my most powerful portfolio ma …

Long-Term Care

Do you know someone who has recently been diagnosed with dementia or is currently living with this disease? Watching a loved one lose their independence, memories and financial well-being is very difficult. It’s important to know there are many resources and tools available to you. This inf …

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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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