Here Today, Here Tomorrow

Welcome to Levine Group, Inc.

Levine Group, Inc. was founded with the goal of assisting clients in every aspect of their financial lives. We strive to provide thorough and personal service. We aim to help each client achieve their financial goals.

Our staff consists of experienced professionals with a "hands on" approach to financial guidance. Our team, members are knowledgeable and truly care about helping you reach your financial goals. As Financial Professionals, we will do everything in our power to keep you focused on where you want to go, advise you on how to get there, and continually remind you of the importance of maintaining a disciplined approach to help you improve your financial situation.

 

Our financial  professionals work by the principle that education and understanding of your current financial situation is vital to make prudent decisions concerning your future financial condition. If you have any questions about your current financial situation or wish to schedule an appointment, send us an email or give us a call at 615 662 1266.

 

 

 


 

Phone: 615 662 1266   Atlanta: 770-953-0840 Fax: 615 646 3337  
Email: 
bob@levinegroup.com
Email: mike@levinegroup.com

Mortgage Refinancing

Determine whether you should consider refinancing your mortgage.

Disability Income Insurance

How much Disability Income Insurance do you need?

Capital Gains Taxes

Estimate short-term and long-term federal capital gains taxes

Risk Tolerance

This calculator is designed to help you clarify your comfort level with investment risk.

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Pick Up This Split for Long-Term Retirement Income

The number of Americans aged 90 or older almost tripled from 1980 through 2010 and is projected to quadruple by 2050. As people live longer they may need to fund a longer-than-expected retirement. This article discusses how a split-annuity strategy could help provide a long-term income stream.

Lessons from a Perilous Year

In retrospect, 2011 was a formidable year for catastrophes. Small businesses can be hit hard when extreme weather or a natural disaster causes damage or forces a temporary closure. This article considers the importance of adequate insurance protection and ways to help reduce uninsured losses.

Evaluating Life Insurance Needs

It's a good idea for people to evaluate their life insurance coverage to help ensure it keeps pace with their needs. Not only do major life events affect the amount of coverage that may be needed, but inflation can reduce the purchasing power of the death benefit and a greater benefit may be needed to cover estate taxes and other debts.

Tax Changes for 2012

Mandatory annual inflation adjustments generally affect federal income tax brackets, retirement plan contribution limits, and estate tax exemption levels. Here are some of the major changes that could affect readers in 2012, with a table showing 2012 income thresholds for the six federal income tax brackets.

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