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 …
Having a financial plan in place is a vital component of a successful financial future. What if something devastating were to derail your plan? What if your working spouse was to unexpectedly pass away or become incapacitated? What if your own health was to take a turn for the worse, and yo …
You’ve worked hard for your Social Security. Now, it’s important to understand how to maximize your Social Security by incorporating the correct strategy for you into your wealth plan. Check out our infographic for important facts you should consider to Maximize Your Social Security Benefit …
This edition of the Mitlin Minute features the topic of Critical Financial Events & Insurance. Please feel free to contact us with any questions at (631) 952-4466 x12. Visit us at www.mitlinfinancial.com or email us at info@mitlinfinancial.com Feel free to contact us with any top …
If you were lost while driving to an unfamiliar location, what would you do? Would you guess the route and risk never reaching your destination? Would you venture through threatening areas, potentially endangering yourself and the other passengers? Or would you get proper guidance, and insu …
This edition of the Mitlin Minute features the topic of Critical Financial Events. Please feel free to contact us with any questions at (631) 952-4466 x12. Visit us at www.mitlinfinancial.com or email us at info@mitlinfinancial.com Feel free to contact us with any topics you would li …
In the last article we went over the two different types of annuities, fixed and variable; both are avenues by which you are able to grow assets on a tax deferred basis over time. Now we are going to talk about the different ways you can receive or build to later receive a steady stream …
As you reflect on the past year in preparation to meet with your accountant, consider these loopholes that may help you dodge the taxman.
Download Now!