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 …
Advisors Magazine recently interviewed Lawrence Sprung about how Mitlin Finanacial Inc. has positioned itself in the Wealth Management industry and how they work with clients. Take a minute and read this interesting article that was published in their September 2018 edition. This arti …
We all remember it. You have your pencils all sharpened, your new outfit on, and a fresh new school year ahead of you. Long after our academic days are over, we can’t help feeling that autumn is the time – after the exuberance of summer – to re-check and re-tighten everything to prepare for …
Convenience and risk all with the swipe of the wrist. Credit cards are a tool that many of us use in order to buy things in a convenient fashion, eliminating the need to carry cash. When used properly this tool can add value to our financial lives. Credit cards offer the ability to buy thin …
Published By Jake Bleicher, Equity Analyst The benefit diversified investments has for a portfolio is simple, in theory. It reduces the impact any individual investment has on the portfolio, and proper diversification can help mitigate losses during a market downturn. In practice however, p …
Published By B. Patrick Carter, CPA If we lived life in reverse, think of all of the confusion and problems we could potentially avoid. We could provide for our families in a much more efficient manner, covering all of those things that seem unimportant to us now or decisions we avoid becau …
It was a pleasure to be a guest on the NetworkWise Podcast, Conversations with Connors. Adam and I have been friends for over twenty years and I truly enjoyed sharing my business, networking and philanthropic endeavors with him on the show. I hope that this gives people a …
