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Mitlin Minute-Special Edition-Goals

This special edition of Mitlin Minute was filmed at the top of Cascade Mountain, one of the 46 Peaks in the Adirondacks.   We discuss setting and achieving goals.  Financial goals should be addressed as well as personal ones.     Disclaimer: This article represents the o …

Mitlin Minute-Active Investing

This edition of Mitlin Minute is the second in a three part series on Passive vs. Active investing.  This edition discusses Active investing.  Stayed tuned for the final episode which will cover Passive vs. Active investing. Disclaimer: This article represents the opinion of Mitli …

Passive Investing

When it comes to investing, there is not one strategy that fits all. There are many different situations and circumstances that can call for different investment strategies, depending on the investor in question. It is important to make sure that as an investor you are vetting and determini …

Mitlin Minute-Passive Investing

This edition of Mitlin Minute kicks off a three part series on Passive vs. Active investing. This edition discusses Passive investing. Stayed tuned for the next two episodes which will cover Active investing and then the last segment will compare Passive and Active.

Estate Planning

Many often think estate planning only benefits the wealthy, but this is a common misconception. View our infographic here to see what you need to engage in! Click here to open fullscreen

Business Owner Exit Strategy

You have worked many years and extremely hard to get your business to the successful level that it is at today. When the day comes for you to retire and ultimately exit your business, what is your plan of action? Do you intend to pass the business along to the next generation or will you …

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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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