Office of Stephen Levine & Thomas Clifford
Welcome to Levine & Clifford. This website is where you'll find a wealth of information in the form of newsletter articles, calculators, and research reports.
We hope your visit will help you understand the opportunities and potential rewards that are available when you take a proactive approach to your personal financial situation. We have created this website to help you gain a better understanding of the financial concepts behind insurance, investing, retirement, estate planning, and wealth preservation. Most important, we hope you see the value of working with skilled professionals to pursue your financial goals.
We're here to help educate you about the basic concepts of financial management; to help you learn more about who we are; and to give you fast, easy access to market performance data. We hope you take advantage of this resource and visit us often. Be sure to add our site to your list of "favorites" in your Internet browser.
We frequently update our information, and we wouldn't want you to miss any developments in the area of personal finance.
Newsletters
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Have You Set a Retirement Savings Goal?
Completing this simple worksheet can help establish a realistic retirement savings target.
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HOT TOPIC: Trade Update: The Supreme Court Stepped In, but Many Tariffs Stand
This article explains the types of tariffs that are still in play and their potential impact on U.S. consumers and businesses.
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Online Shopping in the Tariff Era
Even small online purchases that are shipped from outside the United States must now pass through customs — and are likely to incur duties.
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Strategies for Smarter Giving
In addition to advancing philanthropic goals, strategic charitable donations may offer tax advantages.
Calculators
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Savings Accumulation
Estimate the future value of your current savings.
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Net Worth
A balance sheet summarizes your assets and liabilities and reveals your net worth.
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Credit Card Debt
How Long Will It Take to Pay my Balance?