Strategy Guides

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what to do with your old retirement account

What to Do With Your Old 401(k) Strategy Guide

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…
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May 26, 2020 0

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.


April 12, 2019 0
Man chasing after money

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.


April 9, 2019 0
LIst of impacts of a recession on an individual.

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.


December 22, 2018 0
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
Image of Danny Thompson Tech Community Tech Podcast

Building Your Tech Community with Danny Thompson

Danny Thompson is a passionate software engineer who is on a personal mission to help people find their path into tech. This episode is packed with great information and action items on how to stand out as you seek to land that first or next developer position. Here are just a few of the pieces of wisdom Danny provides in this episode. PHD Not Required Free CodeCamp Benefits of Meetups & Finding and Building Community…
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June 30, 2020 0
image of gift and tax cover for strategy guide post

How to Avoid the Gift Tax

Are you afraid of the big bad gift tax? Although you can pay the gift tax if you want to, the good news is that you do not need to. There are a couple of different ways you can gift to your loved ones and avoid paying any taxes. Sound good? I’m writing this strategy guide because it is common for non-tax experts providing tax advice and when it comes to gifting, there is the…
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June 24, 2020 0
user experience researcher nannearl brown

UX Research with Nannearl Brown

Nannearl Brown is a user experience researcher who journeyed into the field by way of systems engineering and the social impact space. Most recently, she led the UX, product management, and design efforts for over a year as the Director of UX for the LA-based beauty tech startup, Emma Beauty. She cares greatly about creating a shared understanding of the tech industry with all, most especially with Black people and other marginalized groups. Nannearl shares…
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June 16, 2020 0
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