Webinars

What Is Inflation?

Inflation seems to be the word of 2022!  We have not seen inflation rear its head in a very long time, and some have grown up not even hearing the term (outside of a classroom) before this year.  Now that inflation is being spoken about daily we feel it is important to make sure everyone …

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To Give Now or Give Later?

Tom Fridrich, Senior Wealth Planner    You’re in a good position in your life. You’ve built up your wealth, perhaps from a successful business or working in corporate America. You might feel it’s time to start winding down and that you’re in a place where you’re figuring out whether to tran …

The 3 Inflection Points Behind the Stock Market’s Dip

Burt White, Chief Strategy Officer   So far, 2022 is off to one of the worst ever starts of a year for stock returns. And the reasons are numerous and front of mind for us all: an unexpected war in Ukraine, the lingering impacts of COVID-19, the highest inflation rates in 40 years and the …

1,001 Dark Nights with Liz Berry, Episode #83

Liz Berry co-founded and co-operates 1,001 Dark Nights Press and Blue Box Press, which are marketing companies that work to increase awareness of best-selling author’s brands and expand their readership in the romance genre. Since its first release in 2014, Liz and her company have been res …

7 Tips to Help Protect Your Money Against Scams

Whether perpetrated over the phone, via text, by email or online, financial fraud is a crime that unfortunately just keeps growing. Earlier this year, the FTC reported that it received 2.8 million reports of fraud from consumers in 2021, with losses estimated at $5.8 billion – a hefty 70% i …

Cope Notes® with Johnny Crowder, Episode #82

Johnny Crowder is the founder and CEO of Cope Notes®. As a suicide/abuse survivor, Johnny spent his formative years searching for resources to help him cope with his mental health conditions, ranging from OCD and Bipolar Disorder to Schizophrenia. Johnny’s firsthand experience with mental i …

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  • Mitlin Financial

    This is part of why it’s about “time in the market not timing the market” https://t.co/EJ5PDBUzmP
  • Mitlin Financial

    “Debunking 6 Inflation Myths” by @rchusker for @Forbes https://t.co/bWLGHGq6l1
  • Mitlin Financial

    Money is ingrained in our everyday lives, but how and when should parents start talking about financial literacy with their children? Read this blog for guidance —> https://t.co/cVKXFYzM18 https://t.co/5lIbDlpFKN

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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