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Spring Cleaning Your Finances to Lower Your Expenses

  We have all heard about Spring Cleaning and when most of us hear it we immediately think of the dreaded task of cleaning our homes.  Just thinking about it can be overwhelming and frustrating.  There are not many people I know that value and get a great deal of joy out of cleaning. T …

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How to Fit the Kids’ College into Your Financial Plan

There is a strong premium on earning a college degree, perhaps driven by previous generations who witnessed the power of education. But you may find yourself receiving a student loan bill every month, even now as you contemplate sending your kids to college. Though an education continues to …

Spirits & Grub with Thomas Francis, Episode #26

Today’s guest on Mitlin Money Mindset™ is Thomas Francis, the owner of The Long Island Airstream Experience. In 2016, he started with the Long Island Cigar and Bourbon Experience, which grew rapidly. Thomas soon added the Long Island Wine and Cheese Experience and the Long Island Beer …

Traditional or Roth – Which IRA Works for You?

Many of us all but ignore our retirement accounts for much of our working lives. We look at a pay stub and have a vague sense of the “minuses:” Social Security, insurance, taxes. But the IRA is one of the most powerful retirement savings tools available to us, and so it warrants our attention. 

What to Expect From Low Volatility Investing: Insight into QBI Strategies

During the past decade, ending December 2019, low volatility investing has been embraced by many investors due to above average adjusted performance. With the turn of events, the year 2020 witnessed a negative surprise for low volatility stocks. This surprise further intensified when value …

Retirement By Design

Planning for retirement is on the minds of most people today.  You strive for the day that you can wake up in the morning and know you do not have to go to work any longer.  Although you may still go to work, it is a different mindset waking up and knowing that you do not have to go.

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