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Planning for Medicare and Your Annual Open Enrollment

As you approach retirement, one of the most important aspects of your financial and healthcare planning is preparing for Medicare. Understanding the complexities of Medicare and making informed decisions during open enrollment can help you secure the coverage that best suits your needs, avo …

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Guess What Rink Is Larry At? (Week Nine)

Join us in playing “What Rink is Larry At?” during the upcoming hockey season for a chance to win money for YOUR favorite charity! TO ENTER: ✔️Name the rink Larry is at in the video and put the name of the charity you would like the donation made to if you are selected as the …

Making Sense of RMDs

The SECURE Act will impact millions of Americans who will inherit or leave behind a retirement account. Effective Jan. 1, 2020, the required minimum distributions on these accounts is 10 years – meaning you’ll likely need to adjust how much you withdraw annually as compared to the pre …

How Your Employee Benefits Fit into Your Financial Plan

Your Health Savings Account (HSA) is a cornerstone of your benefits planning. The money is triple tax-advantaged – contributions, growth and withdrawals for qualified expenses are not taxed. This account is like nothing else, and you need to take full advantage of it. 

Mitlin Minute: Indian Ocean

The journey continues… enjoy this Mitlin Minute from the Indian Ocean in South Africa. Founder Lawrence Sprung filmed a Mitlin Minute while at the Indian Ocean. Disney is a lesson in guest experience. This was an unexpected stop along the way and not on the itinerary. It was a cool ex …

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