Mitlin Financial Inc®

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.

@markcecchini @TKopelman That’s very kind of you Finding new stakeholder is tough… We know because we are searching for Relationship Manager

Doing a favor for an advisor of mine who is looking for a few new people to join his growing independent RIA. (Last time I did this, it led to a new hire) If you are interested, click the link in the comments. Two open roles: 1. Associate Advisor (Remote Position) 2. Client Service Associate or Operations Lead (Remote Position) Description: --High growth RIA led by founder with a 20-year institutional investment background who has MBA, CFA, CPA. --The firm is around 5 years old, so the future growth opportunity of the role does not have limits. >$400M AUM and adding >$100M per year --Looking for learning machines who are passionate about partnering with clients, continuous improvement and teamwork. --Open to any experience level but at least 2-3+ years of related but not exact experience and with an independent RIA a plus. --Business owner niche with tax efficient and investment-led focus. HNW to UHNW client partners. --No sales responsibilities but not opposed to it.  The funnel does not require additional prospects. --Flexible on taking the positions to whatever makes sense for the person’s interests and capabilities. --For Associate Advisor, CFP, CFA or CPA/EA preferred as well as Bachelor’s degree and ability to take over $1-5M+ AUM clients as lead or team approach over the coming years.

What if your retirement date could save you tens of thousands of dollars… just by moving it a few days? Timing can matter more than most people realize.

Service first… Client focused …. Thank you, Radium Search

“Not medically necessary” hurts. So does an out-of-network bill you never chose. Doctors can bring in other providers during procedures. Ask who they are and whether they’re in the network before it happens. No surprises. Just information.

My mom died at 47. What I remember most is how much time my dad spent fighting insurance companies. Many employers offer benefits that help review medical bills and dispute errors. Most people never use them because they don’t know they exist. Check your benefits. Use the help.

In an emotional moment on the ice, Colin Dorgan, following the tragic killings of his family members, scored the winning goal in double overtime. @ReeveWill reports.

Colin Dorgan, whose mother, brother & grandfather were murdered in Rhode Island by his trans father at a hockey game last month, scored the game-winning goal in double OT, sending his high school team to the championship. Great story of resilience.

.@RyanDetrick and his charts on @PowerLunch with @KellyCNBC and @SullyCNBC

You can read more of Ryan’s thoughts on our website mitlinfinancial.com/insights/blog/…

Ryan and his charts were on @CNBC @PowerLunch

What a moment. Colin Dorgan, wearing a patch on his chest with the initials of his mom, brother and grandfather, scores the game-winning goal in double overtime, sending his team to the championship. @KaylaFishTV @coreywelch Don't miss it tonight on 12 News.

“I use your data and I love it” ~ @SullyCNBC “When in doubt diversify it out” ~ @RyanDetrick

We witnessed one of the most amazing moments you'll ever see at a high school event tonight at Schneider Arena. Colin Dorgan, who lost his mother, brother & grandfather in the Lynch Arena shooting last month, scores a 2OT game-winner to send his team to the @RIIL_sports D-II championship game. Incredible resilience from this young man & this BVS team. Fortunate to call this emotional moment with Marty Crowley tonight on the NFHS Network. @SRASaints @PCDAthletics @Fic27

This … this… for so many reason enJOY

I am still reeling from being invited to participate on a Holistiplan panel with @Lawrence_Sprung at #FIS26! I am honored and grateful! Let the record show that Larry declined my invitation to drop the gloves...

Come see us on the Lummus Park Stage in 10 minutes! @FutureProof_HQ

🌴 @FutureProof_HQ 🌴

Facts vs Feelings live from @FutureProof_HQ was 🔥 Thanks for inviting us and special thanks to @michaelbatnick for not only a great introduction, but for dropping off some 🌮 s.

Such a great live Facts vs Feelings!