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 Minute: Importance of Rebalancing This edition of the Mitlin Minute features the importance of rebalancing in a financial plan. Please feel free to contact us with any questions at (631) 952-4466 x12. Visit us at www.mitlinfinancial.com or email us at info@ …
Making the most of your years in retirement also requires a sense of financial well-being—the knowledge that you won’t outlive your assets or create a financial burden for children or other loved ones. In this guide, learn how to minimize risk factors, the three stages of spending and what …
Are rising interest rates a concern? Will a rate hike affect your current investments? Are there any strategies to insulate yourself from the potential risks associated with rising rates? These are just some of the many questions that investors need to ask themselves in anticipation of risi …
Many have a tendency not to plan for the unexpected. Unfortunately, life can be filled with unforeseen hardships. More often than not, these critical financial events can be very costly and even detrimental to one’s financial soundness. So how do you plan for the unplanned? Since life …
Mitlin Minute: Emergency Fund This edition of the Mitlin Minute features the importance of an emergency fund in a financial plan. Please feel free to contact us with any questions at (631) 952-4466 x12. Visit us at www.mitlinfinancial.com or email us at info@mitli …
Named after Section 529 of the Internal Revenue Code, 529 plans are investment accounts used to pay for a beneficiary’s college expenses and are usually opened many years before the beneficiary reaches college age. Check out this infographic for some interesting statistics about 529 Plans. …
