Eight Interesting Things to Know About the Election
“It’s tough to make predictions, especially about the future.” Yogi Berra, Yankee great and Hall of Fame catcher.
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Mitlin Minute: Get Your Financial House In Order
In this edition of Mitlin Minute we discuss using Summer to get your financial house in order.Feel free to ask questions on this topic by emailing us or calling us at (844) 4-MITLIN. Disclaimer: This article represents the opinion of Mitlin Financial Inc. It should not be construed as provi …
What is goals-based planning?
The first step to goals-based planning is to sit back, relax and day-dream. Or, break out a bottle of wine and sit with your partner and just talk about what you see your life looking like in the future. Ask yourself, “What is it that I really want?”
The Importance of Portfolio Diversification
The famous stock market axiom, “it’s the bus you don’t see that hits you”, nicely underpins the reasons behind maintaining a diversified portfolio. The stark reality of investing is that there are unknowable landmines. Even though investment managers and analysts spend hundreds of hours sco …
Mitlin Minute: Robo Advisor (Are they really advising?)
In this edition of Mitlin Minute we discuss how artificial intelligence (AI) is trying to change the financial services industry. They are called robo advisors, but are they really advising? Feel free to ask questions on this topic by emailing us or calling us at (844) 4-MITLIN.   …
Beneficiary Designation Review
Beneficiary designations are an important, yet often overlooked, planning item that should be reviewed on a regular basis. Having the correct, and most up to date, beneficiaries named on your various accounts could mean the difference in having your assets going to the right people or the w …
Multigenerational Family Wealth
Creating multigenerational wealth that lasts involves more than passing down assets. It requires teaching younger generations how to maintain that wealth. Learn how you can build and pass on your legacy in this helpful guide. Download Guide
