Win Jacob, CFP® talks about risk management referencing Henny Goodman

A Risk management review: The last (but certainly not least) action item on your preretirement check list.

In previous installments of this blog, I’ve been discussing the idea of a preretirement checklist much like the final landing checklist of an airplane crew. The last item on the checklist is a comprehensive risk management analysis.  In simple terms, we are intentionally identifying the things that could go wrong...

Read More
Webinar held for 2022 tax preparation tips and tricks

VIDEO: Tax Preparation Webinar Replay

Level Financial Advisors and Lisa Mrkall, CPA, MBA of Tronconi Segarra & Associates host this 1-hour educational session geared toward making sure you are prepared for filing your taxes! Lisa discusses common errors and misconceptions, how to handle distributions and charitable donations, and changes in the tax code that will impact this year’s returns.