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1940’s Brewing Company with Charles Becker, Episode #57

Today’s guest on the Mitlin Money Mindset™ is Charles Becker, founder of 1940s Brewing Company. After a 30+ year career in the nonprofit world with the March of Dimes, Charles started a nano brewery on Long Island and is committed to producing top-quality craft beer. Charles chose the …
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Irrevocable Life Insurance Trusts

An Irrevocable Life Insurance Trust (ILIT) is a trust used to purchase a life insurance policy or it can be used to accept a gifted policy, one already owned by the grantor of the trust. ILITs are useful because they ensure that the death benefit proceeds of the policy are not included in a …

Mitlin Financial Supports Sandy Victims through Long Island Cares

(HAUPPAUGE, New York) For many Long Island residents, the devastating effects of Superstorm Sandy will change some of the ways they celebrate this year’s holiday season. Hauppauge-based small business owner Lawrence Sprung of Mitlin Financial has altered his longstanding custom of sen …

Did you know?

Starting January 1, 2013, noninterest-bearing transaction accounts will no longer be insured separately from a depositors’ other accounts at the same Insured Depository Institution (IDI). Accounts will now be insured on an aggregate level at a maximum of $250,000. For example, if a de …

Do you have adequate Disability coverage or any at all?

Disability insurance is something that needs to be evaluated by all.  This type of insurance is often overlooked, but at the same time is a key component to a family’s financial future.  According to the Social Security Administration, roughly 30% of today’s 20 year ol …

Do you have adequate Life Insurance coverage?

Life insurance is a high priority when it comes to financial planning and mapping out someone’s future. The world is full of uncertainty; therefore every person who has others that depend upon him/her for income should consider purchasing a life insurance policy. A large percentage of …
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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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