Cash Management
How Can I Better Manage My Short-Term Cash?
September
HOT TOPIC: Too Hot to Handle: What’s Ahead for the U.S. Housing Market?
Signs of a Scam…and How to Resist It
Child Tax Credit for 2021: Will You Get More?
Following the Inflation Debate
What a Relief! Congress Acts Against Surprise Medical Bills
August
HOT TOPIC: Antitrust Crackdown Aims to Increase Competition
Don’t Let Debt Derail Your Retirement
Company Stock and Your Retirement Strategy
Crisis Averted? Financial Help for Struggling Renters and Landlords
July
HOT TOPIC: Hostage Data: Ransomware and Protecting Your Digital Information
Considerations When Making Gifts to Children
A Steady Strategy
Pension or Lump Sum: Which Should You Choose?
Bankruptcy Changes Throw a Lifeline to Sinking Small Businesses
June
HOT TOPIC: Shortages and Bottlenecks Expose Weak Links in U.S. Supply Chains
New Changes to College Financial Aid and Education Tax Benefits
How Well Do You Understand Retirement Plan Rules?
Is the Medicare Donut Hole Really Closed?
Your Business: New Rules for Writing Off Restaurant Meals
May
HOT TOPIC: Rising Inflation: Where Will It Go from Here?
Social Security Spousal Benefits
Portfolios Get Personal: Growing Interest in Socially Responsible Investing
Your Business: Minimum-Wage Laws in the Spotlight
April
HOT TOPIC: High-Frequency Indicators: Where to Look for Signs of Recovery
A Financial Wellness Plan Can Help Pave the Road to Retirement
All-in-One Funds: Targeting Time or Risk?
Working While Receiving Social Security Benefits
Your Business: Reasons to Keep Personal and Business Finances Separate
March
HOT TOPIC: GameStop, Reddit, and Market Mania: What Happened?
Key Retirement and Tax Numbers for 2021
Is Your Home Office Also a Tax Shelter?
February
HOT TOPIC: Pandemic Relief Measures and Your Tax Return
Sequence Risk: Preparing to Retire in a Down Market
Watch Out for These Financial Pitfalls in the New Year
New Fed Policy Suggests Low Rates for the Long Term
When You Can’t Speak for Yourself
Big Data for Smaller Players
January
HOT TOPIC: Revisiting the 4% Rule
Five Tips to Regain Your Retirement Savings Focus in 2021
Money Market Funds in a Low Rate Environment
Prepare Your Finances for the Next Emergency
Gift vs. Inheritance: Consider the Tax Difference
Take Advantage of Deductions for Business Investments
December
Should You Pay Off Student Loans Early or Save More for Retirement?
Full House: Adult Children Coming Home
Your Business: Could You Benefit from a Roth Conversion in 2020?
November
Five Investment Tasks to Tackle by Year-End
Three Questions to Consider During Open Enrollment
Your Estate: Have You Looked at These Legal Documents Lately?
Four Steps to Rebuilding Your Business
October
Accumulating Funds for Short-Term Goals
Business Cycle Basics: Recessions Begin and End Before We Know It
Tax Forms
Tax Rates
Tax Publications
Tax Glossary
Tax Calendar
TaxWise Strategies
Tax Calculator
NYL Calculators
Life Insurance
Annuity Tax Advantages
Current Retirement Savings
Spending Habits
Savings in Retirement
Burial and Final Expenses
Savings Goals
Risk Tolerance
520 Lake Cook Rd. Ste 600Deerfield, IL 60015 Map and Directions
david@leveefinancial.com
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Cash Management