Webinars

Understanding Long-Term Care Planning: What You Need to Know

As we age, the prospect of needing assistance with daily activities becomes more likely. Planning for long-term care (LTC) ensures that you or your loved ones will have access to the support needed, while avoiding financial strain. Below, we’ll explore some common questions about long-term …

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4 Tips to Take Your 401(k) to the Next Level

The best kind of money isn’t old, new or even tax-advantaged – it’s free money! If your employer has a 401(k) program, they probably have a matching plan. Know what that is and make sure you max it out. They’re essentially giving you money, which you never want to turn down.

Mitlin Minute: Cape Of Good Hope

This Mitlin Minute was filmed while our founder, Lawrence Sprung, was traveling in South Africa and visiting the Cape Of Good Hope. This is the Southwestern most tip of South Africa and from the video you can tell it was extremely windy this day.  The sights were fantastic and we really enj …

Mid-Year Financial Check

Almost three quarters of the year is now behind us and before you know it the holidays and New Year will be here. I am not trying to rush things, but at the same time, we want to make sure that you are prepared for what the year will bring in terms of your tax …

What Rink Is Larry At? (Week Two)

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 …

Leave Them a Legacy, Not Taxes, with a Roth IRA Conversion

The SECURE Act is getting more press attention than retirement accounting has received in… well, probably ever, and was in the news all summer. It’s still being slowly digested by Congress but could change the landscape of retirement finance once it’s enacted.

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