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Levine Financial Group - Cranford, NJ

What Our Kids Can Teach us About Saving Money The Fed and How It Got That Way How to Retire Early Exit Strategies of the Rich and Famous The Cost of Procrastination Women and Retirement Retiring the 4% Rule

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. 

Helpful Content

The ABC’s of Auto Insurance

The ABC’s of Auto Insurance

What kind of auto insurance should you have? Do you know?

First Things First

First Things First

These four essential steps can help to increase your financial confidence for the year ahead.

The ABCs of Zero Coupon Bonds

The ABCs of Zero Coupon Bonds

Understanding some basic concepts may help you assess whether zero-coupon bonds have a place in your portfolio.

 

Business Boosters: Tips for Building a Team

Here are a few tips on how to recruit, hire and onboard employees who fit your culture and share your passion to succeed.

Retirement Victory Lap

A confident retirement begins with a plan.

Retiree Health Care Coverage Overseas

Retirees traveling abroad need to know that their health insurance travels with them.

Understanding the Alternate Valuation Date

Executors can value the estate on the date of death, or on its six-month anniversary —the “Alternate Valuation Date."

Should You Borrow from Your 401(k)?

Does it make sense to borrow from my 401(k) to pay off debt or to make a major purchase?

The Value of Insuring Against Life’s Risks

Building wealth requires protection from the forces of wealth destruction.

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How Much Home Can I Afford?

With a few simple inputs you can estimate how much of a mortgage you may be able to obtain.

Should I Pay Off Debt or Invest?

This calculator will help determine whether you should invest funds or pay down debt.

Can I Refinance My Mortgage?

This calculator can help determine whether it makes sense to refinance your mortgage.

My Retirement Savings

Estimate how long your retirement savings may last using various monthly cash flow rates.

Roth 401(k) vs. Traditional 401(k)

This calculator compares employee contributions to a Roth 401(k) and a traditional 401(k).

Annuity Comparison

This calculator compares a hypothetical fixed annuity with an account where the interest is taxed each year.

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Retirement Plan Distributions

There are a number of ways to withdraw money from a qualified retirement plan.

Keys to Investing for Retirement

There are some key concepts to understand when investing for retirement

An Inside Look at Retirement Living

A number of questions and concerns need to be addressed to help you better prepare for retirement living.

5 Smart Investing Strategies

There are some smart strategies that may help you pursue your investment objectives

Principles of Preserving Wealth

How federal estate taxes work, plus estate management documents and tactics.

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Forecast

The market is as unpredictable as the weather. We’d love to help you prepare.

How to Retire Early

Retiring early sounds like a dream come true, but it’s important to take a look at the cold, hard facts.

What Our Kids Can Teach us About Saving Money

Would you guess that Millennials are effectively saving for retirement? Well, they are.

Jane Bond: Infiltrating the Market

Agent Jane Bond is on the case, cracking the code on bonds.

Global and International Funds

Investors seeking world investments can choose between global and international funds. What's the difference?

Can Election Results Predict the Market?

How do the markets usually react to elections? Was the 2016 election any different?

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