Bringing JOY to Your Money Journey® • Investment advisory services offered through CWM, LLC, an SEC Registered Investment Advisor
140 Adams Ave B12 Hauppauge NY
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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.
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“There’s a big difference between credibility and media attention”
~ Jason Lahita
@StreetCred_PR
🎤from The CMO Collective from @intention_ly
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“The growest advisors grow from referrals the LEAST” ~ @MichaelKitces
🎤 @FutureProof_HQ Ocean Stage from Kitces.com Research Revealed: What Really Drives Advisor Marketing Growth
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Trip planning drains more time than most ppl expect.
Research. Tabs. Decisions. Stress.
Many families use travel agents for trips.
They set the plan. You choose the trip.
In many cases, no extra cost.
The real value is time back with your family instead of time lost to planning.
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Having no credit score is not always better than having a bad one.
Lenders often want to see a history of responsible credit use. No history can create challenges when buying a home or financing a car.
Start with simple habits. Spend what you can afford. Pay balances consistently
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Mitlin Financial and the markets are closed today, Monday, September 7, in observance of Labor Day.
Wishing you an enJOYable unofficial end-of-summer
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Want a better credit score?
Skip the hacks.
Pay bills on time. Keep debt under control. Avoid opening too many new accounts at once.
The basics may not be exciting, but they're often more powerful than the shortcuts people chase.
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That person who keeps popping into your mind?
Text them.
You don't need a big speech. Try:
“Hey, I was thinking of you today.”
Or ask:
“What made you smile yesterday?”
Small gestures can create connection when someone needs it most.
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Renting or buying?
Both come w/ trade-offs
Own a home & you gain stability, but you pay for repairs/maintenance
Rent & you avoid those costs, but you may face uncertainty if the landlord decides to sell
The right choice is the one that fits your financial plan, not someone else's
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1031 exchange story coming soon to the Larry Sprung YouTube channel about this one
piped.video/@LarrySprung
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Your credit score plays a major role in how much you pay to borrow money. A lower score can mean higher costs on mortgages, auto loans, and other financing.
The same loan isn't always the same price.
Understanding your credit profile today could save you money for years to come.
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The biggest obstacle to buying a home isn't always the monthly payment.
For many buyers, it's saving enough for the down payment.
A larger down payment may help you avoid private mortgage insurance and reduce your monthly costs.
Preparation today creates more options tomorrow.
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A vacation should not follow you home as debt.
Too many families put travel on a credit card and spend years paying interest.
- Start planning earlier.
- Build the budget over time.
Your future self may thank you when the memories last longer than the payments.
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Whether you caught the subtle hints… or received our out-of-office on Friday
Please join us in congratulating Jorrell Bland @JReLLz35 on earning his CFP® designation!
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Will Social Security still look the same when younger generations retire?
No one knows.
That’s why relying on one income source may not be enough.
If you’re in your 20s or 30s, start thinking about how to build retirement income now.
Preparation creates options later.
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Many people avoid changing banks because it feels like a hassle.
But ask yourself:
Is your money earning a competitive rate?
Your savings should work for you while staying accessible when you need it.
A simple review could uncover opportunities to make your money work harder.
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Mitlin Financial Inc® retweeted
We Are Ice Wolves 25-26 | Ep 4 - Dog On A Bone now available!
🔗: piped.video/Gwm9XlEmez0
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Is owning a home still the American dream?
For many, the answer isn't as simple as it used to be.
Today's workforce moves more and values flexibility.
Buying a home isn't always the best financial move.
The goal isn't to follow tradition. It's to make choices that fit your life.
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