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IRS Phone Scam, Episode #94

Kristofer Healey is the owner and CEO of The Secure Entrepreneur. He founded the company to help business owners improve their fiscal health by changing their habits to eliminate risk and reduce exposure to fraud. But before becoming an entrepreneur he was a Special Agent with the Departmen …

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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 …

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 …

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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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