As a real financial planner, I feel that it is my duty to only align myself with organizations that believe in the importance of being a fiduciary. A fiduciary requires that your best interest is always the guiding principal in any recommendations we discuss.About Level Up
Many advisors claim to be fiduciaries, but refuse to sign a fiduciary oath. Here is a digital version of my fiduciary oath.
Level Up Financial Planning is committed to giving back 1% of profits to charities that clients will vote on based on points they earn by earning achievements.
Latest Strategy GuidesEducation is an important value that we hope to provide. Reading our blog is one of the ways we provide that education. Contact us if you’d like to suggest a topic for our next blog or webinar.
Level Up Financial Planning joins the Pledge 1% movement. Adds a fun twist for clients to vote based on achievement point system.Read more
Is it possible to be in a worse position because you are making the most money you ever have? It happens more than you think. It’s not just the tax impact of additional income, but many of the lifestyle decisions that build up over time.Read more
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[…]Read more
Things are changing quickly, with the rapidly evolving Covid-19 virus, we’ve seen the government and various entities throw everything they can at the economic side of the equation. Your student loans have been one point of TEMPORARY relief. *Updated due to the signing of the Care Act March 27th, 2020* Why is the government implementing changes to your student loans? The economic fallout from closures and social distancing is hitting many different sectors of our[…]Read more
You’re unemployed, but that’s temporary. I’m writing this strategy guide in the middle of the chaos, which is the coronavirus. Things are especially scary now, but just like in any situation you have to keep your cool and not panic. The best way to reduce your anxiety is to have a game plan. Here are a few ideas and resources that I’d encourage you to explore. Unemployment Benefits Depending on your previous work history, you[…]Read more
Picking individual stocks is a fun way to learn about investing. Investing apps like Robinhood have grown in popularity and encourage stock trading. But can individual stock picking actually help you achieve your goals and build a reliable strategy? Let’s review the awesome and less awesome aspects of individual stock picking and the Robinhood app. *Robinhood Update 3.2.2020* If you plan to be an active trader, a recent event occurred during one of the largest[…]Read more
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