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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.

Small businesses must now pay duties on low-value goods they could previously source inexpensively from China and elsewhere.

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Hybrid long-term care insurance policies, also known as asset-based plans, combine the benefit of a life insurance policy or an annuity with the availability of long-term care benefits.

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Shows how transfer-on-death designations help avoid probate costs.

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It’s a good idea to regularly review beneficiary designations to be sure they are complete and reflect current wishes.

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How much can you afford to pay for a car?

Will you be able to afford nursing home care?

Estimate the future value of your current savings.

How Long Will It Take to Pay my Balance?

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