Tax Strategies & Financial Services
SCHLAGER SCHLAGER & LEVIN
Schlager Schlager & Levin (SS&L) has been helping our clients in Southwest Florida for over 30 years, The financial planning process at SS&L integrates expertise from various disciplines, including investments advisory, tax planning, legal & insurance consultations. Advisors with particular knowledge and experience with these areas are consulted to analyze, develop and implement comprehensive plan designs for your unique personal circumstance. By taking a team approach to your financial planning, we attempt to insure that there is always someone ready to help you who fully understand your personal need and details of your long term plan.
At Schlager Schlager & Levin we provide independent and objective financial planning advice. Our allegiance is to our clients. We have an unyielding commitment to our client's financial goals and objectives. We will never lose sight of the basis and tenet that an uncompromising commitment to service, above all unquestionable ethics, is the one true path to success.
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Helpful Content
Should You Ever Retire?
A growing number of Americans are pushing back the age at which they plan to retire. Or deciding not to retire at all.
How to Conquer the World - 5 Financial Strategies for Savvy
Learn more about women taking control of their finances with this infographic.
18 Years’ Worth of Days
The average retirement lasts for 18 years, with many lasting even longer. Will you fill your post-retirement days with purpose?
What Is an Annuity?
Annuities are versatile tools that can help you save for retirement and generate income in retirement.
TIPS for Inflation
If you are concerned about inflation and expect short-term interest rates may increase, TIPS could be worth considering.
When Does Your Personal Car Become a Commercial Vehicle?
At what point can you call a personal vehicle commercial?
The Most Overlooked Item of Any Home Improvement
The item most homeowners forget on their home improvement project checklist is insurance.
Medicare vs. Medicaid
The terms Medicare and Medicaid sound similar but are two very different things. Learn the differences in this informative article.
Understanding Long-Term Care
Understanding the types of long-term-care services—and what those services could cost—may be critical.
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What's My Potential Estate Tax?
This calculator helps estimate your federal estate tax liability.
Saving for College
This calculator can help you estimate how much you should be saving for college.
What Is My Risk Tolerance?
This questionnaire will help determine your tolerance for investment risk.
Social Security Taxes
Estimate how much of your Social Security benefit may be considered taxable.
Lifetime of Earnings
Estimate how much you have the potential to earn during your working years.
Self-Employed Retirement Plans
Estimate the maximum contribution amount for a Self-Employed 401(k), SIMPLE IRA, or SEP.
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Protecting Those Who Matter Most
The importance of life insurance, how it works, and how much coverage you need.
5 Smart Investing Strategies
There are some smart strategies that may help you pursue your investment objectives
Your Cash Flow Statement
A presentation about managing money: using it, saving it, and even getting credit.
Principles of Preserving Wealth
How federal estate taxes work, plus estate management documents and tactics.
An Inside Look at Retirement Living
A number of questions and concerns need to be addressed to help you better prepare for retirement living.
5 Smart Investing Principles
Principles that can help create a portfolio designed to pursue investment goals.
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RE: Retirement
How does your ideal retirement differ from reality, and what can we do to better align the two?
What Can a Million Dollars Buy You?
$1 million in a diversified portfolio could help finance part of your retirement.
Encore Careers: Push Your Boundaries
Ready for retirement? Find out why many are considering encore careers and push your boundaries into something more, here.
The Wild West of Data Theft
Learn about cyber liability insurance in this entertaining video.
Should You Tap Retirement Savings to Fund College?
There are three things to consider before dipping into retirement savings to pay for college.
No Cash, No Checks, No Problem
Peer-to-peer payment apps are one of the newest ways to send money.