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.
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You have how many old 401(k)s or retirement accounts? It’s really easy to have multiple 401(k)s out there from previous employers and feel overwhelmed with keeping track of them. Whether you have one or many accounts floating around out there, this guide will help you determine what your options are. Cheat Sheet Step 1. Find Out Where Your Old Account is Held. The easiest way to find this out is to check for an[…]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
Will Johnson is a self-taught developer who broke into tech using Twitter. As you can imagine, his path to break into tech wasn’t easy. He used a lot of different ways to learn and work towards his goals of becoming a developer so that he could create a comfortable life for his family.Here are the topics we cover in Will’s interview Will’s path as a self-taught developerRepeating courses to solidify knowledgeThe struggle of having no[…]Read more
If college planning is important to you, then you want to listen to this episode to understand how a 529 plan may be a solution to help you maximize your college savings. 529 Tax benefits529 Rules Impact on financial aidAlternative Savings StrategiesWhat if my child doesn’t go to college?What if my child receives a full ride?Read more
Valerie is the Executive Director at Tech By Choice and a Senior Software Engineer at Mastery Logistics. She holds a BS in Psychology & Art. Valerie is passionate about creating secure human-centered digital experiences. As a successful self-taught developer, Valerie started Tech By Choice to give back to the community that helped her succeed.Valerie shares her journey into tech from being a Psychology major to becoming a senior software engineer and the founder of Tech[…]Read more
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