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
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You’re doing the responsible things with your money.
But are you building a life you actually enJOY?
At Mitlin Financial, we connect your financial plan to what matters most moments, people, experiences.
We start with your JOY and build from there.
Your mortgage is paid off....
But it still costs money.
Property taxes, insurance, utilities, and maintenance add up……
Aging may bring more expenses.
Your retirement plan should account for the full cost of staying home.
Mitlin Financial Inc® retweeted
“The arch of technology seems to only make things more complex, that seems to lift the value of financial advice.”
~ @MichaelKitces
“I think more people will have a unified tech stack and will be logging into one interface.”
~ Joel Bruckenstein @FinTechie
from ‘The Great Al Debate: Will AI Elevate or Erode the Value of Advice?’ moderated by @suzsiracuse
🎤 main stage of @finplan’s Advise AI
#AdviseAI
The power of community is…
Home Crowd Advantage
Well said, @_BurtWhite
The Mitlin Team is excited for what’s next at @CarsonGroupLLC
“Your data needs to be accurate”
~ Brian Towner
VP, Strategic Product Development of Orion
“Start with that the client experience is you want to deliver”
~ Rron Rexha
Founder & CEO of Arca
“You have to think about what you want to use the AI for.”
~ @Lawrence_Sprung
Founder, Wealth Advisor of @MitlinFinancial
Mitlin Financial Inc® retweeted
A transition also allows people to explore how they enJOY spending their time
More clients choose to ease into retirement rather than stop working all at once. These “phased retirements” affect both financial and psychological planning decisions for advisory clients. #retirementplanning #financialadvisors #financialplanning
financial-planning.com/news/…
Mitlin Financial Inc® retweeted
I can't get over how crazy it is that Panthers-Senators isn't on national TV in the U.S. This is an incredible advertisement for hockey and the NHL put the one other game on TNT instead.
Mitlin Financial Inc® retweeted
A great reminder that they business should serve YOU
I proudly run a lifestyle practice when my boys were younger
A transition also allows people to explore how they enJOY spending their time
More clients choose to ease into retirement rather than stop working all at once. These “phased retirements” affect both financial and psychological planning decisions for advisory clients. #retirementplanning #financialadvisors #financialplanning
financial-planning.com/news/…
“I am very much think AI will increase the value of a financial advisor.”
~ @MichaelKitces
“I think from an efficiency standpoint financial advisors will be able to serve clients better.”
~ Joel Bruckenstein @FinTechie
🎤 main stage of @finplan’s Advise AI
#AdviseAI
from ‘The Great Al Debate: Will AI Elevate or Erode the Value of Advice?’ moderated by @suzsiracuse
enJOYing morning two of @finplan’s Advise AI with a little extra java thanks to @ConquestPlanInc
One of the use cases of social media for financial advisors
Look whose LinkedIn profile got props from @SamanthaTwenty on the main stage at @finplan #AdviseAI
👀 @TKopelman
Mitlin Financial Inc® retweeted
Look whose LinkedIn profile got props from @SamanthaTwenty on the main stage at @finplan #AdviseAI
👀 @TKopelman
Vincent Van Gogh to open Advise AI …. 🖼️
You had to be there to feel the power of the story Samantha Russell @SamanthaTwenty Chief Evangelist of @FMGSuite shared from the main stage of Financial Planning’s @finplan Advise AI
#AdviseAI
Can your investments grow while inflation stays high?
Are you missing out if you don’t buy more AI stocks?
Thank you to @RyanDetrick for answering many of the questions many people are asking about the election, inflation and money
enJOY the chat → youtu.be/0xWDIYDzq8c
