Strategy Guides

Take your financial confidence to the next level!

LIst of impacts of a recession on an individual.

How a Recession Could Impact You Strategy Guide

Instead of worrying about the next recession, understand how a recession could impact you and begin to build a game plan so that you are best prepared for the next recession.


December 22, 2018 0
Why Level Up Financial Planning is different

Why Level Up Financial Planning?

If you found this post, you are probably wondering to yourself what is up with the fun name for a financial planning firm? That is not normal. You may also be thinking why would I choose such a non-conventional company to navigate my important financial planning decisions? Well, I do not expect to be a fit for everyone. However, those who have found me to be a great fit, really benefit from not only the…
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December 10, 2018 0
Should I Do a Roth Conversion

Should I Do a Roth Conversion This Year Strategy Guide

  With the end of the tax year approaching for 2018, you may want to consider whether you should do a Roth conversion this year. A Roth conversion is an underutilized financial planning tool that many individuals and even financial planners overlook. The new tax reform, which effectively lowered the tax burden for many Americans made this strategy even more attractive than in previous years. How do you know if it is the right strategy…
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December 2, 2018 0
Retiring early

How to Retire Early Strategy Guide

  Can you really retire early? Yes, you can, but it takes a lot of hard work and discipline to first plan a strategy and then stick to it. There are a bunch of early retirement bloggers out there and although they share a lot of solid nuggets of information, it only takes one error to completely derail your plans. I will outline what it takes to retire early and a few common landmines to…
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November 24, 2018 0
Questions to ask yourself about buying a house.

Should I Buy a House Strategy Guide

  Are you wondering if buying a house right now is a good decision? Before we dive into some of the common things to consider, first ask yourself do you even want to? So many times in life we do things because we feel we ought to or we should. Life is short, so I want you to be real with yourself on the answer. If the answer is “yes” or even “I think so”…
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November 18, 2018 0
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