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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 Six)

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 …

4 Ways To Improve Your Estate Plan

Most people want to plan for a good life and a good retirement, so why not plan for a good end of life, too? Let’s look at four ways you can refine your estate plan, protect your assets and create a level of control and certainty for your loved ones.

3 Retirement Potholes (and How to Avoid Them)

The retirement planning process is full of potholes – they seem to pop out of nowhere and can do major damage if you’re not careful. In my years as a financial guide, I’ve put in a lot of man-hours helping people avoid financial potholes. The danger is real and the monetary bruises take a w …

2020 IRS Limits Affecting Qualified Plans and IRA’s

Do you have a retirement or pension plan established for your company? Are you part of your employer’s retirement plan? Do you contribute to an IRA? Do you pay into the social security system? Chances are unless you are retired, you answered yes to at least one of these questions and you wi …

Mitlin Minute: Featherbed Nature Reserve in South Africa

The journey continues… enjoy this Mitlin Minute from Featherbed Nature Reserve in South Africa.    Adventures by Disney arranged for us to take the Eco Experience and Buffet Lunch experience at the Featherbed Nature Reserve.   The reserve is situated on the Western Head …

How to Maximize Your Giving with a Donor-Advised Fund

Many of us have memories of family giving practices. For some, it was that dime from your allowance that your parents said goes to the church. For others, it was the yearly (or more often) volunteering trip to help out at the local mission/soup kitchen. Or it might have been a policy of giv …

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