Chris Levi- Investment Adviser

Chris Levi- Investment Adviser Money often doesn't make sense... did you know the greatest Statesmen Ben Franklin is no longer righ

Tax freedom day: the day you begin earning money for yourself.
09/19/2022

Tax freedom day: the day you begin earning money for yourself.

Assess how many days you'll work to pay your federal tax liability.

You won’t believe what these taxpayers tried to get away with.
09/16/2022

You won’t believe what these taxpayers tried to get away with.

Here are some examples of deductions from the IRS that were permitted and some that were, uh, too creative.

Social Security: Retirement's main source of income or monthly bonus? You decide.
09/14/2022

Social Security: Retirement's main source of income or monthly bonus? You decide.

There’s an alarming difference between perception and reality for current and future retirees.

The has a long and storied history, from the Dutch East India Company to Wall St.
09/12/2022

The has a long and storied history, from the Dutch East India Company to Wall St.

From the Dutch East India Company to Wall Street, the stock market has a long and storied history.

August started off promising for investors, but tough talk from Powell cooled enthusiasm.
09/09/2022

August started off promising for investors, but tough talk from Powell cooled enthusiasm.

Monthly Market Insights | September 2022 U.S. Markets Renewed fears of higher rates and economic weakening, coupled with a tough talk by Fed Chair Jerome Powell and other Fed officials, sent stocks lower in August. The Dow Jones Industrial Average dropped 4.06 percent whereas the Standard & Poor’s...

Here are 5 facts about Social Security you absolutely need to know.
09/09/2022

Here are 5 facts about Social Security you absolutely need to know.

Here are five facts about Social Security that are important to keep in mind.

Pay off debt or invest the money? Things to consider before you commit to either option.
09/07/2022

Pay off debt or invest the money? Things to consider before you commit to either option.

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

If you thought that payouts from life insurance are tax-free in all cases, think again.
09/05/2022

If you thought that payouts from life insurance are tax-free in all cases, think again.

Life insurance proceeds are generally tax-free. But not in all cases.

What does it actually cost to raise a child? You might be surprised.
09/02/2022

What does it actually cost to raise a child? You might be surprised.

The true cost of raising a child may be far more than you expect.

Was it worth it? How long before your gas savings makes up for the cost of that new hybrid?
08/31/2022

Was it worth it? How long before your gas savings makes up for the cost of that new hybrid?

Estimate how many months it may take to recover the out-of-pocket costs when buying a more efficient vehicle.

Tax time can be a good time to give your household budget a checkup.
08/29/2022

Tax time can be a good time to give your household budget a checkup.

Tax preparation may be the perfect time to give the household budget a check-up.

Learn the language of life insurance.
08/26/2022

Learn the language of life insurance.

When considering life insurance, it's important to understand your options.

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