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/Evan Levine

About Evan Levine

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So far Evan Levine has created 32 blog entries.

3 Ways Your Taxes Will Change in 2020

Incredibly, the 2019 tax year - and the entire decade - is coming to an end. A lot of key dollar figures, from standard deductions to retirement distribution limits, change each year due to inflation. Also, some aspects of the federal tax reform law of 2017 didn't take effect until this year. If you want [...]

By | 2019-11-21T13:22:16-05:00 November 21st, 2019|Taxes|0 Comments

Mid-August Update

For Every Amazon There are Hundreds of Vonages   If someone had invested $100.00 in Amazon’s IPO (initial public offering) in 1997, it would have grown to over $100,000 today which can make us wonder if diversification is the smartest approach to retirement income investing. Why not just invest in the next Amazon IPO? Then [...]

By | 2019-08-20T14:10:35-04:00 August 15th, 2019|Economy, Income|0 Comments

Mid-July Update

Debunking Sell in May and Go Away:  Investing Working in and around Wall Street for over 30 years, I have been exposed to many systems and strategies about investing.  Although usually not explicitly stated, these strategies are “predictions” about what will occur in the markets in the short-medium term.  Often there is historical data cited [...]

By | 2019-07-16T14:46:57-04:00 July 16th, 2019|Investing|0 Comments

Debunking Sell in May and Go Away

Working in and around Wall Street for over 30 years, I have been exposed to many systems and strategies about investing.  Although usually not explicitly stated, these strategies are “predictions” about what will occur in the markets in the short-medium term.  Often there is historical data cited to support the particular system or thesis.  I [...]

By | 2019-07-02T12:23:51-04:00 July 2nd, 2019|Uncategorized|0 Comments

Mid-June Update

Deciding When To Take Social Security:  Retirement Planning Deciding when to take Social Security benefits is one of the most important decisions one will make for retirement. You may either base the decision strictly on monetary benefits, or your decision may be more personally based. The important question is when to start taking benefits, at [...]

By | 2019-06-18T11:08:00-04:00 June 18th, 2019|401k Planning, IRAs, Retirement, Social Security|0 Comments

3 Recipes for Your Mid-Life Career Crisis

Are you bored with your job? Do you feel burnt out at work? Has it gone bad at the office? I have been a financial advisor for the past 30 years. Most of my clients are now into their mid to late 50s. And recently I have heard more rumbles of dissatisfaction about work life. [...]

By | 2019-06-04T14:59:58-04:00 June 4th, 2019|Career, Mid-life|0 Comments

Mid-May Update

Unemployment At 50 Year Low:  Economy The labor market is as strong as it’s been in 50 years. The US economy added 263,000 jobs in April which marked the 103rd straight month of gains. Unemployment fell to 3.6%. The last time unemployment was that low, 350,000 rock and roll fans were attending a festival called [...]

By | 2019-05-20T17:31:49-04:00 May 20th, 2019|Planning, Retirement, Social Security|0 Comments

Mid-March Update

The Obama-Trump Boom Continues:  Economy The National Bureau of Economic Research  has recorded 35 expansions since 1984 ranging in duration from 10 months to 120. The Obama-Trump expansion is now 116 months old, closing in on the all-time record of 120 months, which is held by the Clinton boom of 1992-2001. Unemployment, at 4.1%, has [...]

By | 2019-04-25T14:35:55-04:00 March 15th, 2019|Economy, Estate Planning, Taxes|0 Comments

Three Secrets About Commission-Free Annuities

Annuities tend to have a bad reputation; too expensive, too opaque, too cumbersome. For the better part of my 31 years advising clients that are approaching retirement or who are recently retired (or semi-retired), I have typically advised against annuities, sharing the concerns of the general public.  But recent inquiries from very smart people, followed [...]

By | 2019-01-31T12:42:24-05:00 January 31st, 2019|Annuities, Retirement|0 Comments