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Ross B. Levine, ChFC. Advisor's Alpha: Why Invest With An Advisor? Should I Invest In REITs? Are Real Estate Investment Trusts right for your portfolio? What Our Kids Can Teach us About Saving Money. Would you guess that Millennials are effectively saving for retirement? Well, they are. The Fed and How It Got That Way. A quick history of the Federal Reserve and overview of what it does. How to Retire Early. Understanding Today’s Financial Environment. Keeping Up with the Joneses. Experiencing negative re...

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Ross B. Levine, ChFC. Advisor's Alpha: Why Invest With An Advisor? Should I Invest In REITs? Are Real Estate Investment Trusts right for your portfolio? What Our Kids Can Teach us About Saving Money. Would you guess that Millennials are effectively saving for retirement? Well, they are. The Fed and How It Got That Way. A quick history of the Federal Reserve and overview of what it does. How to Retire Early. Understanding Today’s Financial Environment. Keeping Up with the Joneses. Experiencing negative re...

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Home | Ross B. Levine, ChFC® | rblevine.com Reviews

https://rblevine.com

Ross B. Levine, ChFC. Advisor's Alpha: Why Invest With An Advisor? Should I Invest In REITs? Are Real Estate Investment Trusts right for your portfolio? What Our Kids Can Teach us About Saving Money. Would you guess that Millennials are effectively saving for retirement? Well, they are. The Fed and How It Got That Way. A quick history of the Federal Reserve and overview of what it does. How to Retire Early. Understanding Today’s Financial Environment. Keeping Up with the Joneses. Experiencing negative re...

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rblevine.com

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Glossary | Ross B. Levine, ChFC®

http://www.rblevine.com/tools/glossary

Ross B. Levine, ChFC. Advisor's Alpha: Why Invest With An Advisor? A method of exchanging insurance-related assets without triggering a taxable event. Cash-value life insurance policies and annuity contracts are two products that may qualify for a 1035 exchange. A 403(b) plan is similar to a 401(k). A 403(b) is a qualified retirement plan available to employees of non-profit and government organizations. A mortgage with an interest rate that is adjusted periodically based on an index. Adjustable-rate...

2

Our Mission

http://www.rblevine.com/p/our-mission

Ross B. Levine, ChFC. Advisor's Alpha: Why Invest With An Advisor? At our firm, we have the client—and only the client—in mind. Our mission is to get to know and understand your needs, wants, and long-term goals. We want to help you develop, implement, and monitor a strategy that’s designed to address your individual situation. We understand the challenges families face today. Each week the LPL Financial Research team assembles thoughtful insight on market and economic news. Sign up for my Newsletter.

3

Resource Center | Ross B. Levine, ChFC®

http://www.rblevine.com/resource-center

Ross B. Levine, ChFC. Advisor's Alpha: Why Invest With An Advisor? Steps to consider so you can potentially accumulate the money you'll need to pursue the retirement activities you want. Create an investment strategy that’s designed to pursue your risk tolerance, time horizon, and goals. Manage personal affairs while you're alive and control the distribution of wealth upon your death. A well-structured insurance strategy can help protect your loved ones from the financial consequences of unexpected events.

4

how-to-retire-early

http://www.rblevine.com/resource-center/retirement/how-to-retire-early

Ross B. Levine, ChFC. Advisor's Alpha: Why Invest With An Advisor? 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. The Power of Tax-Deferred Growth. Why are 401(k) plans, annuities, and IRAs so popular? Healthcare Costs in Retirement. Without a solid approach, health care expenses may add up quickly and potentially alter your spending. Investment Strategies for Retirement. Have A Question About This Topic?

5

Retirement | Ross B. Levine, ChFC®

http://www.rblevine.com/resource-center/retirement

Ross B. Levine, ChFC. Advisor's Alpha: Why Invest With An Advisor? Where will your retirement money come from? If you’re like most people, qualified-retirement plans, Social Security, and personal savings and investments are expected to play a role. Once you have estimated the amount of money you may need for retirement, a sound approach involves taking a close look at your potential retirement-income sources. How to Retire Early. Perception vs. Reality. Social Security: Two Benefit Strategies Eliminated.

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Ross B. Levine, ChFC. Advisor's Alpha: Why Invest With An Advisor? Should I Invest In REITs? Are Real Estate Investment Trusts right for your portfolio? What Our Kids Can Teach us About Saving Money. Would you guess that Millennials are effectively saving for retirement? Well, they are. The Fed and How It Got That Way. A quick history of the Federal Reserve and overview of what it does. How to Retire Early. Understanding Today’s Financial Environment. Keeping Up with the Joneses. Experiencing negative re...

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