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Mitlin Minute: Robo Advisor (Are they really advising?)

In this edition of Mitlin Minute we discuss how artificial intelligence (AI) is trying to change the financial services industry. They are called robo advisors, but are they really advising?  Feel free to ask questions on this topic by emailing us or calling us at (844) 4-MITLIN.
 

 
 Disclaimer: This article represents the opinion of Mitlin Financial Inc. It should not be construed as providing investment, legal and/or tax advice.

Mitlin Minute: "Write Your Financial Future" at RT Booklovers Convention

In this edition of Mitlin Minute we provide you with a replay of our presentation of "Write Your Financial Future" at the RT Booklovers Convention in Atlanta, GA.  This was presented to a group of successful authors in which we discussed what they should be thinking about when trying to write their happily ever after.

  

 Disclaimer: This article represents the opinion of Mitlin Financial Inc. It should not be construed as providing investment, legal and/or tax advice.

Mitlin Minute: Syosset HS Presentation

In this edition of Mitlin Minute we provide you with a replay of our presentation to the Syosset HS Investment Club.  We discuss how we became involved in the financial services industry and how we assist people every day.
 
Feel free to recommned our presentation to other schools clubs and organizations.

 Disclaimer: This article represents the opinion of Mitlin Financial Inc. It should not be construed as providing investment, legal and/or tax advice.

Mitlin Minute: Beneficiary Designation Review

In this edition of Mitlin Minute we discuss beneficiary designations and the importance of reviewing them on a regular basis.
When was the last time you updated or reviewed the beneficiaries on your accounts.  This is something that is often overlooked, but is crucial to review.
 
 

 
 Disclaimer: This article represents the opinion of Mitlin Financial Inc. It should not be construed as providing investment, legal and/or tax advice.

Mitlin Minute: Last Minute Business Tax Deductions for 2016

 

In this edition of Mitlin Minute we discuss what options are available for business owners to still take advantage of 2016 tax deductions.
 

 

 
 Disclaimer: This article represents the opinion of Mitlin Financial Inc. It should not be construed as providing investment, legal and/or tax advice.

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