Mitlin Financial Inc®
@MitlinFinancial
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Bringing JOY to Your Money Journey® • Investment advisory services offered through CWM, LLC, an SEC Registered Investment Advisor
140 Adams Ave B12 Hauppauge NY
Joined February 2013
At @MitlinFinancial, we aim to help you find JOY in the journey while planning for your ideal tomorrow. Drink the coffee ☕️.Take the trip ✈️.Buy the books 📚.Go to the game 🏒. Just PLAN for it 🖊️
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"Here’s what the megabill means for retirees’ taxes".by @bethpinsker for @MarketWatch . “Some will benefit, some won’t. ".said @Lawrence_Sprung . “What we’ll be doing now is taking anyone we’ve done tax projections for previously to see if anything changes.
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Are you planning for social and emotional aspect of retirement❓.
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Are you maximizing the benefits of the 2024 Retirement Contribution Limits❓.
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💀 Resumes are Dead.Your next opportunity won’t come from a job board. 🔥It will come from your content. If you're not building a digital presence, you're invisible. Start Showing Up.Share Your Insights. Your future self will enJOY the results
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RT @MitlinMoney: 🧠 You planned for 𝘧𝘪𝘯𝘢𝘯𝘤𝘪𝘢𝘭 𝘧𝘳𝘦𝘦𝘥𝘰𝘮. But did you plan for the 𝘴𝘱𝘢𝘤𝘦 it creates?. The hidden challenge of successful exit….
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𝟱 𝗖𝗼𝗺𝗺𝗼𝗻 𝗥𝗲𝘁𝗶𝗿𝗲𝗺𝗲𝗻𝘁 𝗣𝗹𝗮𝗻𝗻𝗶𝗻𝗴 𝗠𝗶𝘀𝘁𝗮𝗸𝗲𝘀.🎯Taking Social Security Benefits Too Soon.🎯Not Planning for RMDs.🎯Not Being Proactive with Income Tax Planning.🎯Not Getting the Full Benefit of Charitable Giving.🎯Underestimating Costs.
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RT @Lawrence_Sprung: 🚀 Want to raise future leaders?. Start 𝘣𝘳𝘪𝘯𝘨𝘪𝘯𝘨 𝘵𝘩𝘦𝘮 𝘪𝘯𝘵𝘰 𝘵𝘩𝘦 𝘳𝘰𝘰𝘮 today. You talk business. You make investment calls….
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Curious what the rest of 2025 might look like??!!.
You made it halfway through the year. 𝗡𝗼𝘄 𝗪𝗵𝗮𝘁?. 🎢 Markets have surged, dipped, rebounded, and confused even the savviest investors. 💤 It’s been anything but boring. You might be wondering:.💭 Are we heading for a recession?.💭 Should you stay the course or
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RT @denisesprung: Curious what the rest of 2025 might have in store for us?. enJOY as @RyanDetrick and @sonusvarghese share their thoughts.….
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RT @Lawrence_Sprung: Want to raise leaders?. 🛑 Stop keeping them out of the room.Bring your kids to the meeting. Let them see decisions mad….
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4 Hurdles in Retirement Beyond Your Investment Portfolio. Hurdle 1️⃣ Long-Term Care.Hurdle 2️⃣ Unexpected Deaths.Hurdle 3️⃣: Tax Efficiency.Hurdle 4️⃣ :Supplementing Your Income in Retirement . 𝗣𝗹𝗮𝗻 𝗳𝗼𝗿 𝗧𝗼𝗺𝗼𝗿𝗿𝗼𝘄, 𝗧𝗼𝗱𝗮𝘆.
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You didn’t exit the game because you were done. You still have so much to give. But without structure, the silence hits hard. Mentor.Build.Stay in motion. The real challenge post-exit isn’t money.It’s meaning. Design a life you enJOY waking up to
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🚀 Want to raise future leaders?.Start 𝘣𝘳𝘪𝘯𝘨𝘪𝘯𝘨 𝘵𝘩𝘦𝘮 in the room. The real lessons aren't always in a classroom they’re in boardrooms, and real-world conversations. Next time you go to a meeting, ask yourself:.𝗪𝗵𝘆 𝗻𝗼𝘁 𝗯𝗿𝗶𝗻𝗴 𝘁𝗵𝗲𝗺 𝘄𝗶𝘁𝗵 𝘆𝗼𝘂?
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Want to raise leaders?. 🛑 Stop keeping them out of the room.Bring your kids to the meeting. Let them see decisions made.Let them watch you lead. They’ll learn more in one boardroom than in a week of school. Build the business.Build them too.enJOY the ride
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Get Your Finances Back on Track After a “Gray Divorce”.💡 Bring in a Financial Advisor.💡Choose the Assets You Fight for Carefully.💡Revamp Your Estate Planning.💡Revisit Your Retirement Plan.💡Pay Special Attention to Social Security and Pensions.
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Did someone say emergency fund? . Tune-in to the #CreditChat tomorrow.
Don’t miss tomorrow’s #CreditChat about the importance of building an emergency fund. We’ll be joined by @AmericaSaves, @BeverlyHarzog, @DanielleMiula, @LeslieHTayneEsq, @JReLLz35, @WellKeptWallet, and @M_Ryan_Money.
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What did you do today that brought you JOY?®.
🎉 Double the JOY at Mitlin today! 🎉. Happy Birthday to Josh 🎂.Happy 3rd Mitlin-versary to Carmen! 🥳
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It seems like a perfect time to ask:. What did you do today that brought you JOY?®
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Here's to more birthdays, milestones, and of course, JOY! 💛
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