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6 Signs It’s Time to Ditch DIY Retirement Planning

Retirement planning is a journey that generally takes decades to complete and most of us start out along the do-it-yourself path. More than likely, your first step was to enroll in an employer-provided plan such as a 401(k) or setting up an individual retirement account, also known as an IRA.

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Gen Next Wealth with Emlen Miles-Mattingly, Episode #77

Today’s guest on the Mitlin Money Mindset™ is Emlen Miles-Mattingly, the CEO and founder of Gen Next Wealth and host of the Minority Money Podcast. Emlen uses his 20 years of experience in the financial services industry to help clients make smart financial decisions and encourages th …

Thrifty Traveler with Jared Kamrowski, Episode #76

Today’s guest on the Mitlin Money Mindset™ is Jared Kamrowski. The CEO and founder of Thrifty Traveler. Jared is not like your average travel entrepreneur. After graduating from college with a mountain of debt, he and his wife wanted to travel but had to do it on a tight budget. That& …

Taxation in Retirement

Watch this webinar hosted by Carson’s Managing Partner, Wealth Solutions, Jamie Hopkins, as he covers taxation in retirement.

What You Need to Do 10, 5 and 1 Year Before Retirement

by Jamie P. Hopkins, ESQ., CFP®, LLM, CLU®, ChFC®, RICP®  Regardless of how far off you are from retirement, there’s one main goal your planning should be working toward: saving enough so that you don’t outlive your money. 

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