Takeoff with Preston Holland of FLYING Finance, Episode #184
Preston Holland is the Chief Commercial Officer at FLYING Finance. FLYING Finance is an aviation finance company that helps buyers and fractional owners of airplanes secure traditional or creative financing for personal and private aviation. Preston has a deep understanding of the aviation …
Market Commentary: Fed, Earnings, Job Gains Support a Young Bull Market
This Bull Market Is Still Young As we’ve been saying for close to 18 months, we think we are in a new bull market and the economy will avoid a recession over the coming year. Not much has changed, and we still feel this way. Yes, there will be pullbacks, corrections, and scary headlines alo …
Facts Vs Feelings Take 5 – Buy in May and Stay
Most years, the rule of thumb is “Sell in May, stay away.” But 2024 isn’t most years. Carson Group’s Chief Market Strategist Ryan Detrick and VP, Global Macro Strategist Sonu Varghese discuss why investors should consider bucking conventional wisdom this month. Highlights include: May has …
Your Money
More4 Pitfalls of Not Having a Financial Plan
There are some things in life you just can’t plan for: an unexpected illness, job loss, death of spouse, disability. And while experiencing one of these major events can drastically impact your life, having an effective financial plan can help ensure that it doesn’t ruin your financial well-being.
Mastering Your Finances: A Guide for New College Graduates
Congratulations, recent college graduate! You’ve worked hard to earn your degree, and now you’re ready to embark on the next chapter of your life. This is an exciting time – one filled with lots of changes, like starting a new career and learning how to manage living on your own …
Always Your Baby, but Not Your Child Anymore
Picture this, your baby, the tiny bundle of joy you brought into this world, is now 18, legally an adult. Suddenly, the rules change. You’re still Mom or Dad, but legally speaking, you’re not automatically entitled to make decisions on their behalf anymore. Scary, right? This a …
2024 Calendar: Key Tasks & Financial Dates
Tackle 2024 with this month-by-month financial task list. We’ve also included important dates so you won’t miss key deadlines.
Your Business
MoreThe Corporate Transparency Act: What You Need to Know
By Mike Valenti, CPA, CFP®, Director,Tax Planning LLCs can provide legal protections and a level of anonymity, either or both of which can be beneficial for business owners, investors, and others with valid intentions. But those features also attract criminal activity, and layers of shell c …
Life Insurance for Business and Estate Planning
By Matt Lewis, CLTC, Vice President, Insurance Life insurance is designed to provide for your loved ones after your death, giving you peace of mind that their financial needs will be met without your income. But life insurance can benefit your financial planning in many other ways.
Building Your Ideal Business Succession Plan
By Odaro Aisueni, CFP®, Wealth Planning Administrator As a small business owner, you’re likely so immersed in the routine functions of your business that you haven’t yet put much thought into the day you leave it behind. In fact, most small business owners have so much purpose t …
Business Succession Planning Checklist
You remember your first day of business. But what about your last day? Succession planning is more complex than it may seem. Our guide walks you through the details.
Your Retirement
More6 Signs It’s Time to Ditch DIY Retirement Planning
Retirement planning is a journey that generally takes decades to complete and most of us start out along the do-it-yourself path. More than likely, your first step was to enroll in an employer-provided plan such as a 401(k) or setting up an individual retirement account, also known as an IRA.
IRA, Roth IRA, Roth Conversions, Backdoor Roth, Lions, Tigers and Bears Oh My…
As I have spoken about in the past financial services are filled with jargon, acronyms, terms, and strategies that often overwhelm the consumer. IRAs, Roth IRAs, Roth Conversions, and Backdoor Roths are just a few of those.
4 Moves You Can Make with Your Old 401(k)
By Matt Kory, Vice President, Retirement Programs Changing careers is an emotional move – there’s excitement for the new opportunity, sadness about leaving your favorite coworkers behind, depression if you weren’t ready to leave, worry about how to financially bridge the unemployment …
7 Important Retirement Savings Topics for 2023
See the topics that are important to keep in mind as you navigate the various individual and employer-sponsored plans that may be available to you.
Your Legacy
MoreEstate Planning
Often, people believe that estate planning only benefits the very wealthy, but nothing could be further from the truth. It’s something everyone needs to engage in regardless of age, estate size or marital status. If you have a bank account, investments, a car, home or other property—you hav …
Facts vs Feelings: Finding Joy with Larry Sprung
It’s impossible to encounter the question “What did you do today that brought you joy?®” without Larry Sprung immediately coming to mind. We hope you enJOY episode 38 of Facts vs Feeling hosted by Ryan Detrick, Chief Market Strategist, and Sonu Varghese, VP Global Macro St …
Always Your Baby, but Not Your Child Anymore
Picture this, your baby, the tiny bundle of joy you brought into this world, is now 18, legally an adult. Suddenly, the rules change. You’re still Mom or Dad, but legally speaking, you’re not automatically entitled to make decisions on their behalf anymore. Scary, right? This a …
A Guide to Gifting to Your Heirs
Gifting to your loved ones now or posthumously each carries their own positives and negatives as they relate to your estate plan, taxes, your goals and your legacy.
Your Freedom
MoreFacts vs Feelings: Finding Joy with Larry Sprung
It’s impossible to encounter the question “What did you do today that brought you joy?®” without Larry Sprung immediately coming to mind. We hope you enJOY episode 38 of Facts vs Feeling hosted by Ryan Detrick, Chief Market Strategist, and Sonu Varghese, VP Global Macro St …
Larry Sprung Nominated for Advisor of the Year
The Mitlin Financial team is filled with JOY as we celebrate Founder & Wealth Advisor Larry Sprung’s nomination as the InvestmentNews Advisor of the Year for the Northeast Region! To be considered for this prestigious award, advisors must demonstrate a deep understanding and knowledge o …
Is Jorrell Bland the NextGen Advisor of the Year?
Truly, as far as our team is concerned, Jorrell is advisor of the year, decade, century, millennium, and, well, you get the idea. We’re proud to announce that Associate Wealth Advisor Jorrell Bland was recently nominated for the InvestmentNews NextGen Advisor of the Year for 2024. This pres …
When Shifting Goals Mean Shifting Plans
Your financial plan shouldn't look the same at 55 as it did when you were 35, right? So how do you know when it's time to adjust your plan?
Market & Investments
MoreMarket Commentary: Fed, Earnings, Job Gains Support a Young Bull Market
This Bull Market Is Still Young As we’ve been saying for close to 18 months, we think we are in a new bull market and the economy will avoid a recession over the coming year. Not much has changed, and we still feel this way. Yes, there will be pullbacks, corrections, and scary headlines alo …
Facts Vs Feelings Take 5 – Buy in May and Stay
Most years, the rule of thumb is “Sell in May, stay away.” But 2024 isn’t most years. Carson Group’s Chief Market Strategist Ryan Detrick and VP, Global Macro Strategist Sonu Varghese discuss why investors should consider bucking conventional wisdom this month. Highlights include: May has …
Market Commentary: Is “Sell in May” Still Relevant?
Sell in May and Go Away? Buckle up, as the trigger points for one of the most well-known investment axioms, “sell in May and go away,” is nearly here. This gets a ton of play in the media, as the six months starting in May are indeed the worst six consecutive months on the calendar …
2024 Market Outlook Report
Will the bull market continue in 2024? What about a recession? What will the Fed do? We take a deep dive into our outlook for 2024 in Carson Investment Research’s Outlook ‘24: Seeing Eye to Eye.
Mitlin Money Mindset
MoreTakeoff with Preston Holland of FLYING Finance, Episode #184
Preston Holland is the Chief Commercial Officer at FLYING Finance. FLYING Finance is an aviation finance company that helps buyers and fractional owners of airplanes secure traditional or creative financing for personal and private aviation. Preston has a deep understanding of the aviation …
The Dancing Ump of the Savannah Bananas, Episode #183
Vincent “Vinny” Chapman is known around the world as “The Dancing Umpire.” Vinny started umpiring baseball during his sophomore year in high school. As a former player from t-ball to the high school ranks, Vincent’s first game as an umpire was a little league game in Atlan …
Uncorking the Art of Wine Investment Insights from Anthony Zhang of Vinovest, Episode #182
The world of wine investment is often seen as an exclusive realm accessible to the affluent and connoisseurs. This perception is changing, thanks in part to Anthony Zhang, the co-founder and CEO of Vinovest. Vinovest is a revolutionary platform committed to democratizing wine investment by …
In the News
MoreOp-ed: Here’s the financial impact of the NCAA permitting college athletes to profit off their name, image and likeness
Student athletes and their parents have likely heard that the NCAA has opened the door to allow collegiate athletes the ability to profit off their name, image and likeness.
Time to fly the nest: How young adults can find financial success
There’s something to be said for living with mom and dad. In fact, more and more young adults are opting to do just that thanks to things like student loan debt and high rents. Yet, there comes a time when they need to strike out on their own and become financially independent. Stephanie Ei …
It’s not just about the money
When planning retirement, it’s also important to consider what you’re going to do.