Levine Group - Financial Advisors

Levine Group, Inc. was founded with the goal of assisting clients in every aspect of their financial lives. As certified financial advisors, we strive to provide thorough and personal service. We aim to help each client achieve their financial goals. Our financial advisors provide expert 401k, retirement planning services and a full array of personal and business financial resources.

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2015 HSA Changes

2015 HSA Changes

      The Internal Revenue Service (IRS) issued Revenue Procedure 2014-30 providing the 2015 inflation adjusted contribution, deductible, and out-of-pocket spending limits for Health Savings Accounts (HSA). The limits are as follows: For self-only coverage: • The annual contribution limits may not exceed $3,350 • The annual deductible must be at least $1,300 • The annual out-of-pocket limits may not exceed $6,450 For family coverage: • The annual contribution limits may not exceed $6,650 • The annual deductible must be at least $2,600 • The annual out-of-pocket limits may not exceed $12,900 Please click on table below for more information:                    

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Mike Levine awarded coveted AIF® Designation!

  Mike was recently awarded the AIF®, Accredited Investment Fiduciary designation, allowing him to bring more expertise and skills to his retirement plan clients.  The AIF® designation signifies specialized knowledge of fiduciary responsibility and the ability to implement policies and procedures that meet a defined standard of care.  This designation in one of many Mike has earned to help Levine Group achieve its client’s goals.

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Chicago

Chicago

On September 20th thru the 22nd Levine Group and their families visited Chicago, IL for fun and team building!  Everyone enjoyed the sigh-seeing, museums, great food and a lot of walking.  Our team continually tries to build relationships with our clients as well as amongst ourselves.  With our batteries recharged we are once again committed to increase the value of all our relationships.   

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Renew Early!

With the passage of the Patient Protection and Affordable Care ACT (PPACA), major changes in the nation's health care systemContent goes here are coming in 2014.  Most carriers have notified us that groups with renewal dates in early 2014 can renew their plans in 2013 to delay changes until later in the year.  Call us to discuss your options.

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