You’re Engaged – Now What?
Now that you’re starting this exciting new chapter together it is important to dive into discussing your finances. Being on the same page about finances can help strengthen a relationship, set goals as a couple, and avoid disagreements in the future. Download Guide
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 …
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 …
The Growing Need for Black Financial Planners
In recent times, African Americans have been increasingly becoming more financially literate, and as such, the need for financial advisors and planners who understand the unique cultural and financial challenges of this group has grown. African American financial planners are essenti …
Changing the Game: Embracing Life Beyond the Field
When Athletes reach their ultimate goal and make it to the league, they often receive large sums of money in exchange for their talents and skills. However, this access to newly found wealth doesn’t necessarily mean that they are financially literate. Many pro athletes go bankr …
Destined to Serve
Life doesn’t always go according to plan. Many of us embark on a journey with a clear vision of what we want to become, only to discover that destiny has other plans in store for us. Such was the case for me when my dreams of becoming a professional athlete were not realized. H …
Stumbling to Success
Napoleon Hill once said, “Every adversity, every failure, every heartache carries with it the seed of an equal or greater benefit.” I am often asked how I ended up in the financial planning profession. The answer is not too different from many others who are in the profes …
Life Insurance: Protection or Financial Plan
As bloggers, financial coaches, “influencers” and TikTok’ers have taken to the internet trying to convince investors that buying life insurance is financial planning, it has become more and more confusing for the average person to understand. Buying life insurance alone is NOT comprehensiv …
7 Economic Myths Busted
By Ryan Detrick, Chief Market Strategist We’ve been hearing many of the same myths over and over, yet we don’t think they are the big worry that the media and many make them out to be. These are legitimate concerns and have many investors worried, but we think the chances of them becoming l …
COMPLIMENTARY RESOURCE
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?
