In the past few installments of this blog, we’ve been exploring the idea of a checklist of critical tasks to accomplish 5 to 10 years before retirement.  I’ve been using the analogy of the checklist an airline crew uses in preparing their aircraft for landing during the last few minutes...

Today, after 20 years, we wish our receptionist Sheila Bergman a wonderful and happy retirement! THANK YOU for all you have done for our clients and the entire Level family! Congratulations!!!...

With all that has happened in 2020 you may ask if there anything you need to be aware of when filing your taxes for 2020? Is there anything that might be different? The short answer is yes. There are a few items that retirees should be reminded when filing. 1) An...

One of the many ways we help people save money on taxes is by using a strategy called Tax Lot Optimization or TLO. Tax Lot Optimization is a strategy in which shares are sold in a thoughtful way to reduce or eliminate capital gains when trading in a non-retirement investment...