Welcome to the Levine Financial Group
Knowledge is power. It’s also the foundation for smart decision making — especially when it comes to financial matters.
That’s why the team at the Levine Financial Group focuses on education first, demystifying the financial planning process so you can better anticipate and plan for obstacles, make informed decisions, and feel comfortable that you have a solid plan for achieving your goals.
What makes our team stand out? A holistic approach that looks at the big picture, and a client-first culture that ensures your best interests are our sole focus.
An affiliate of Northeast Planning Corporation, the Levine Financial Group has been providing individuals, families, business owners and entrepreneurs with trusted advice and expertise for a combined 45 years and counting. And we look forward to doing the same for you.
The ABC’s of Auto Insurance
What kind of auto insurance should you have? Do you know?
First Things First
These four essential steps can help to increase your financial confidence for the year ahead.
The ABCs of Zero Coupon Bonds
Understanding some basic concepts may help you assess whether zero-coupon bonds have a place in your portfolio.
Here are a few tips on how to recruit, hire and onboard employees who fit your culture and share your passion to succeed.
A confident retirement begins with a plan.
Retirees traveling abroad need to know that their health insurance travels with them.
Executors can value the estate on the date of death, or on its six-month anniversary —the “Alternate Valuation Date."
Does it make sense to borrow from my 401(k) to pay off debt or to make a major purchase?
Building wealth requires protection from the forces of wealth destruction.
With a few simple inputs you can estimate how much of a mortgage you may be able to obtain.
This calculator will help determine whether you should invest funds or pay down debt.
This calculator can help determine whether it makes sense to refinance your mortgage.
Estimate how long your retirement savings may last using various monthly cash flow rates.
This calculator compares employee contributions to a Roth 401(k) and a traditional 401(k).
This calculator compares a hypothetical fixed annuity with an account where the interest is taxed each year.
There are a number of ways to withdraw money from a qualified retirement plan.
There are some key concepts to understand when investing for retirement
A number of questions and concerns need to be addressed to help you better prepare for retirement living.
There are some smart strategies that may help you pursue your investment objectives
How federal estate taxes work, plus estate management documents and tactics.
The market is as unpredictable as the weather. We’d love to help you prepare.
Retiring early sounds like a dream come true, but it’s important to take a look at the cold, hard facts.
Would you guess that Millennials are effectively saving for retirement? Well, they are.
Agent Jane Bond is on the case, cracking the code on bonds.
Investors seeking world investments can choose between global and international funds. What's the difference?
How do the markets usually react to elections? Was the 2016 election any different?