Category: Goals

Take your financial confidence to the next level!

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
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

10 Questions to Ask Your Financial Planner

Meeting with a financial planner for the first time can be a stressful experience. Many times it is the first time that you may be opening up about your finances. The great news is that most financial planners truly enjoy helping people and like most things that we stress out about, it ends up being a significantly better experience than you would expect. Most people work with their financial planners the rest of their lives…
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November 13, 2018 0
Year End Tax Planning Tips

16 Simple Year-End Tax Planning Strategies (2018)

You may have heard that the tax reform that was passed at the end of 2017 will have a dramatic impact on tax filers moving forward. Although most people will be benefiting from lower taxes than in previous years, there are still key strategies that are relevant to review as you prepare for the end of the year. I will layout 16 simple year-end tax planning strategies that range from maximizing your tax efficiency, tax…
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October 29, 2018 0
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