Mitlin Financial, Inc.

Mitlin Financial, Inc. Bringing JOY to Your Money Journey®

𝗕𝗿𝗶𝗻𝗴𝗶𝗻𝗴 𝗝𝗢𝗬 𝘁𝗼 𝗬𝗼𝘂𝗿 𝗠𝗼𝗻𝗲𝘆 𝗝𝗼𝘂𝗿𝗻𝗲𝘆™

At Mitlin Financial, we help you pursue your JOY, whether just getting started, preparing for retirement, or well into your golden years.

⭐ What We Do
The driver is helping you find your vision of a JOYful life. That means helping you define what matters to you, putting a plan in place to help you pursue that, and then helping you maintain that JOY.

▪️ Fina

ncial Planning
▪️Retirement Planning
▪️Tax Planning
▪️ Estate Planning
▪️Investment Management

⭐ It brings us JOY to build deeply rooted partnerships that extend beyond building a portfolio

⭐ Financial literacy doesn’t come naturally to most, and it certainly isn’t taught in school; we take the time to keep you aware of your options

⭐ When you come through our doors, we never assume which spouse earns more, and we don’t make judgments based on your relationship status, appearance, or financial situation

⭐ Fiduciary
When you become a family we serve, our interests are immediately aligned with yours
That means we only offer you the strategies, solutions, or products we think will work in your best interest and toward your financial goals

Curious what it’s like to have your financial journey JOY-focused? Read what those we serve have to say about their experience
→ https://mitlin.us/saying

Investment advisory services offered through CWM, LLC, an SEC Registered Investment Advisor. Third party posts found on this
profile do not reflect the views of CWM, LLC and have not been reviewed CWM, LLC as to
accuracy or completeness.

06/04/2026

You might be sitting in airport lines for hours when you don’t have to....

Most people book travel and never check the benefits tied to the credit card they already use.

That can cost you time.
And sometimes money.

Some travel credit cards may include benefits like TSA PreCheck credits, Global Entry reimbursement, travel delay coverage, or lost baggage protection.

Yet many people never use them.
Imagine skipping long airport lines.
Imagine having help if your luggage disappears or your trip gets delayed.

Before your next trip, take five minutes and look at your card benefits.

You may already be paying for travel perks you forgot you had.

A little planning can make travel smoother and leave more room for JOY.

📈 S&P 500 Makes It Nine Weeks in a Row as Consumers Keep Spending⭐Key Takeaways: ▪️The S&P 500 gained for the ninth con...
06/03/2026

📈 S&P 500 Makes It Nine Weeks in a Row as Consumers Keep Spending
⭐
Key Takeaways:
▪️The S&P 500 gained for the ninth consecutive week last week.
▪️After gaining more than 10% in April, the index added another 5% in May.
▪️June is historically a weak month, so a June swoon is always possible.
▪️Recent data shows consumer spending continues to hold up well.
▪️At the same time, inflation-adjusted income growth is flattening out and consumers are meeting higher prices by saving less.
⭐
You can read the rest of this week's commentary on our website under Insights, Market and Investments
📧
Market Commentary posts weekly to Mitlin Financial, Inc® website and is sent to those who subscribe to the Mitlin Newsletter
🗞️
Don’t get the Mitlin Newsletter?
Get JOYful money insights delivered to your inbox weekly
→ 𝗺𝗶𝘁𝗹𝗶𝗻.𝘂𝘀/𝗡𝗲𝘄𝘀𝗹𝗲𝘁𝘁𝗲𝗿

06/02/2026

📈 S&P 500 Makes It Nine Weeks in a Row as Consumers Keep Spending
⭐
Key Takeaways:
▪️The S&P 500 gained for the ninth consecutive week last week.
▪️After gaining more than 10% in April, the index added another 5% in May.
▪️June is historically a weak month, so a June swoon is always possible.
▪️Recent data shows consumer spending continues to hold up well.
▪️At the same time, inflation-adjusted income growth is flattening out and consumers are meeting higher prices by saving less.
⭐
You can read the rest of this week’s commentary on our website under Insights, Market and Investments
📧
Market Commentary posts weekly to Mitlin Financial, Inc® website and is sent to those who subscribe to the Mitlin Newsletter
🗞️
Don’t get the Mitlin Newsletter?
Get JOYful money insights delivered to your inbox weekly
→ 𝗺𝗶𝘁𝗹𝗶𝗻.𝘂𝘀/𝗡𝗲𝘄𝘀𝗹𝗲𝘁𝘁𝗲𝗿

06/01/2026

Lifestyle habits don’t change when kids leave home.
Spending often stays the same.
Groceries drop.
Activity costs disappear.
Cash flow improves.
But many households never capture the difference.
Extra money slips into everyday spending instead of savings or new goals.
This moment matters.
Your family dynamic changed.
Your budget should change too.
Look at the numbers.
Reset the plan.
Put that extra cash where it belongs.

Founder and Wealth Advisor of Hauppauge, New York Mitlin Financial, Inc

06/01/2026

People can feel when you only want something.
That is why most networking feels so cold.
You walk in with a name tag.
You trade business cards.
You wait for the ask.
But real connection starts when you stop treating people like a strategy. ✨
You notice what matters.
You show up with thought.
You make someone feel valued.
The best relationships often grow from small moments that cost little but mean a lot.
That is how trust starts.
That is how friendship grows.
And that is how more JOY finds its way into business.

Thank you to for sharing his insights

06/01/2026

📈 Stocks Thriving but Bonds Struggling as the Economy Experiences Inflationary Growth
⭐
Key Takeaways:
▪️The S&P 500 gained yet again last week and is now up an incredible eight weeks in a row.
▪️Kevin Warsh was sworn in as the next Federal Reserve Bank (Fed) chair on Friday. Be aware that markets have sometimes tested new Fed leadership.
▪️While stocks are doing well in the inflationary growth environment, bonds have struggled.
▪️Both short- and long-term rates have surged since the beginning of the conflict in the Middle East.
▪️Rate hike expectations for cuts have stalled and markets have started pricing in the possibility of hikes, which still can be averted if inflation proves transitory.
⭐
You can read the rest of this week’s commentary on our website under Insights, Market and Investments
📧
Market Commentary posts weekly to Mitlin Financial, Inc® website and is sent to those who subscribe to the Mitlin Newsletter
🗞️
Don’t get the Mitlin Newsletter?
Get JOYful money insights delivered to your inbox weekly
→ 𝗺𝗶𝘁𝗹𝗶𝗻.𝘂𝘀/𝗡𝗲𝘄𝘀𝗹𝗲𝘁𝘁𝗲𝗿

05/28/2026

When was the last time you actually used cash?

For millions of people, the answer is: not recently.

Phones are tapping.
Watches are scanning.

Money is moving instantly through apps we barely think twice about.

Digital wallets are not the future.
They are already the present.

But this shift comes with questions worth asking.
Does spending feel different when it is not physical?
Are your accounts protected the way they should be?

And is the convenience of cashless payments quietly changing the way you relate to money?

It turns out the answers matter more than most people realize.
Research suggests that digital payments can influence how much we spend, and cybersecurity habits that once felt optional are now essential.

In the full episode on the Larry Sprung YouTube Channel, he breaks down what the rise of digital wallets really means for your security, your spending habits, and your financial awareness, and what you can do to stay in control as the way we pay for everything continues to change.

05/27/2026

The trip should not drain you before you even leave.

You want the vacation
You want the memories
You want the time together

Then the planning takes over....

Cruise lines
Flight times
Hotel reviews
Excursion options

A dozen tabs you swear you will come back to later.

At some point, the trip starts taking from the thing it was meant to give you.

Time ⏰

For a family cruise to Europe after a college graduation, the goal was not to become an expert in itineraries. The goal was to celebrate.

Vacation planning is not always about doing every task yourself.

Sometimes, good planning means knowing which tasks are a time suck.

And if using the right professional does not increase your family’s costs, the question changes.

It is not “Why would you use a travel agent?”

It is “What could you do with the time you get back?”

📈 Stocks Thriving but Bonds Struggling as the Economy Experiences Inflationary Growth⭐Key Takeaways: ▪️The S&P 500 gain...
05/27/2026

📈 Stocks Thriving but Bonds Struggling as the Economy Experiences Inflationary Growth
⭐
Key Takeaways:
▪️The S&P 500 gained yet again last week and is now up an incredible eight weeks in a row.
▪️Kevin Warsh was sworn in as the next Federal Reserve Bank (Fed) chair on Friday. Be aware that markets have sometimes tested new Fed leadership.
▪️While stocks are doing well in the inflationary growth environment, bonds have struggled.
▪️Both short- and long-term rates have surged since the beginning of the conflict in the Middle East.
▪️Rate hike expectations for cuts have stalled and markets have started pricing in the possibility of hikes, which still can be averted if inflation proves transitory.
⭐
You can read the rest of this week's commentary on our website under Insights, Market and Investments
📧
Market Commentary posts weekly to Mitlin Financial, Inc® website and is sent to those who subscribe to the Mitlin Newsletter
🗞️
Don’t get the Mitlin Newsletter?
Get JOYful money insights delivered to your inbox weekly
→ 𝗺𝗶𝘁𝗹𝗶𝗻.𝘂𝘀/𝗡𝗲𝘄𝘀𝗹𝗲𝘁𝘁𝗲𝗿

This Memorial Day, we honor those who never came home.Because of them, we can enJOY the freedoms, family, and moments th...
05/25/2026

This Memorial Day, we honor those who never came home.

Because of them, we can enJOY the freedoms, family, and moments that matter most.

Address

140 Adams Avenue, Ste B12
Hauppauge, NY
11788

Opening Hours

Monday 9am - 5pm
Tuesday 9am - 5pm
Wednesday 9am - 5pm
Thursday 9am - 5pm
Friday 9am - 5pm

Telephone

+18444648546

Website

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