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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...
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.
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.
Dec 12, 2023 · Welcome to the 393rd episode of the Financial Advisor Success Podcast! My guest on today's podcast is Alex Lewis. Alex is the owner of Blackbridge Financial, a hybrid advisory firm based in Irmo, South Carolina, that oversees approximately $330 million in assets under management for 415 client households.
Jan 6, 2023 · Over the past two weeks, Jeff Levine, Kitces.com’s lead financial planning nerd and Buckingham Wealth Partners’ chief planning officer, has been hard at work spreading the word about the Setting...
Oct 29, 2021 · Levine, director of advanced planning at Buckingham, takes a detailed look at what is and isn't in the revamped framework.
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...
