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The practice of asking questions has always been an integral part of the financial planning process. In the early days of the advicer industry, those questions almost exclusively dealt with facts around a client's or prospect's financial situation to determine (ultimately) what products the adviser should recommend.
Dec 7, 2022 · The end of each year brings many tax planning opportunities for financial advisors and their clients, according to Jeff Levine, Kitces.com’s lead financial planning nerd and also Buckingham...
Jeffrey Levine, CPA/PFS, CFP, AIF, CWS, MSA is a nationally-recognized and award-winning financial advisor, speaker, and educator. He is the Lead Financial Planning Nerd at Kitces.com, home of the popular Nerd’s Eye View blog, and also serves as Chief Planning Officer, Buckingham Wealth Partners.
Jeff Levine. Producer: Face/Off. Jeff Levine started his career in music, working part-time in film along the way. In the late Eighties he turned to film full-time, eventually partnering with actor Nicolas Cage in 1995 to form Saturn Films.
Oct 29, 2021 · Levine, director of advanced planning at Buckingham, takes a detailed look at what is and isn't in the revamped framework.
Jun 11, 2021 · Jeffrey Levine Contributor | Retirement I am a financial planner, educator, speaker, and tax and retirement super-nerd; the type of person who actually enjoys reading through the Tax Code.
Jan 13, 2023 · Jeff is the chief planning officer for Buckingham Strategic Wealth. He’s also the lead financial planning nerd at kitces.com, home of the popular Nerd’s Eye View blog. Jeff recently...
