Navigating Medicare can be a daunting task, especially with the numerous plans and options available. However, choosing the right Medicare plan is crucial to ensure that you have the coverage you need as you move into retirement. Whether you’re enrolling for the first time or consider …
Mitlin Financial is pleased to announce that its Founder, Lawrence Sprung, has been selected as a finalist for the Invest In Others Community Service Award. This is awarded, by the Invest In Others Charitable Foundation, to an advisor who has made an outstanding impact on a commu …
I have always loved the feeling of summer. Once Memorial Day celebrations kick off, the atmosphere seems to relax. Sunshine, water and sunscreen seem to be everyone’s focus. Long, warm nights are filled with the sounds of lawn mowers and children laughing.
What do you think about when someone mentions the Cayman Islands? Do you think of the pristine white sandy beaches? The clear blue water? Fresh seafood? Snorkeling? While these may be on the top of most people’s mind, some may even consider it a great place to retire.
When presenting to individual investors, what I worry about the most is offending an audience member’s political views, especially when there’s a Q&A to follow. As our political discussions grow more contentious, it’s more challenging to avoid stepping on toes.
Life is treating you well. Success shows in your promotions at work. The kids graduated from college, and they are out on their own. The nest is empty and you realize it’s high time you focused on your financial health – finally!
Our founder, Lawrence Sprung, had the honor of being recognized in Registered Investment Advisor magazine on June 20, 2019 in their Follow The Leaders article by Courtney McQuade. Twitter is celebrating its 13th birthday next month and they highlighted 10 RIAs to follow on Twit …
