Category: Retirement Plans

Take your financial confidence to the next level!

Investment Blueprint Image

Level Up’s Investment Blueprint Calculator

Choosing your investments for your 401(k) is an intimidating part of your financial planning. When I ask clients what strategy they used to choose their investments is “I picked the investments that had the highest returns” or “I just did the default”. Having an investment blueprint is crucial in grounding your investment decisions. Without a well thought out investment process, you will be more likely to do the wrong thing at the wrong time. I…
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October 19, 2019 0
15 tax planning strategy cover

15 Simple Year-End Tax Planning Strategies (2019)

You may have heard that the tax reform that was passed at the end of 2017 had a dramatic impact on tax filers. Although most people benefited 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 15 simple year-end tax planning strategies that range from maximizing your tax efficiency, tax reduction, tax neutral, and possibly…
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October 3, 2019 0
Debt Management Strategy

How to Efficiently Manage Debt Strategy Guide

Debt may be unavoidable, but that doesn’t mean that it has to weigh you down. Efficiently managing debt may allow you to obtain a higher paying job, have a higher quality of life, and grow your wealth faster. The key is having a game plan and staying focused so that you avoid some of the common downsides of debt.


April 30, 2019 0
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