Level Up Financial Planning’s Commitment to Giving Back to the Community
Level Up Financial Planning joins the Pledge 1% movement. Adds a fun twist for clients to vote based on achievement point system.
The Downside to Making the Most Money You Ever Have
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.
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.
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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Pros and Cons of Job Hopping in Tech
Do you have a past of job-hopping or are you considering making your first hop? Normally, this may be frowned upon by future employers, but if you are in tech, it is so common that it’s not nearly the blemish it would be in other industries. Even though it’s not something to be concerned about with your future tech employment opportunities, there are still a few things to consider. Fast Travel Links Pros of Job…
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Should I Do a Roth Conversion This Year Strategy Guide (2019)
With the end of the tax year approaching for 2019, you may want to consider whether you should do a Roth conversion. 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 to implement this…
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What Should I Do with the Uber Stock Lock-Up Expiration?
Have you been anxiously awaiting the Uber stock lock-up expiration? This week is sure to be an interesting time period for Uber stockholders. Almost half of which have been UNABLE to sell their Uber stock due to the lock-up period associated with Uber’s initial IPO. Are you one of those individuals? If you happen to be an employee, you are also dealing with the unique situation that occurred due to your RSUs vesting when Uber…
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Podcast
- Marginal & Effective Tax Rates
- Take Your Budget to the Next Level
- Dominate Your Debt in 2020
- Take Your Net Worth to the Next Level
- Surviving Chaos to Become a Programmer
- Angel Investing with Paul Foley
- Take Your Financial Confidence to the Next Level
- Finding Your Influence with Stephanie Judd
- How I Overcome Impostor Syndrome
- Landing a UX Job with Sam Harper