David Levitt, CFP®

5 Blunders to Avoid in Implementing and Maintaining Your Estate Plan

You’ve done the hard part: You’ve met with your financial advisor and your estate attorney and had the conversations necessary to create a gleaming, watertight, comprehensive estate plan. But have…

Where Do You Put Your Money When the Stock Market is Down?

Do you have a stockpile of cash or a bank account with a lot of money you’re not sure what to do with? If so, you’re not alone – according…