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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Mitlin Minute: Advisor Diversification

This edition of the Mitlin Minute features the topic of Advisor Diversification. 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 like …

10 Questions to Ask Your Advisor

We’re on a mission to deliver trust, transparency and accountability to clients. As your trusted advisor, we equip you with the tools you need to make educated decisions regarding your financial future. To start, we have listed 10 Important Questions That Each Investor Should Ask Thei …

Mitlin Minute: 529 Plans

This edition of the Mitlin Minute features 529 plans. 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 like covered in an upcoming Mit …

A Life Defined Starts Here

Many people set goals, yet on average they only attempt them less than once. Those who do reach their goals attribute their success to setting tangible, measurable objectives – and pursuing them with focus and determination, even when faced with challenges. Click here to open fullscreen

Mitlin Minute: Retirement Plans for The Self Employed

This edition of the Mitlin Minute features retirement plan options for the self employed. 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 w …

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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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