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.Services We OfferMeet the TeamContact Us
How Income Taxes Work
A quick look at how federal income taxes work.
When Life Insurance Becomes Taxable
Life insurance proceeds are generally tax-free. But not in all cases.
Inflation - Back to the Future
Even low inflation rates over an extended period of time can impact your finances in retirement.
Gaining a better understanding of municipal bonds makes more sense than ever.
Workers 50+ may make contributions to their qualified retirement plans above the limits imposed on younger workers.
Roth 401(k) plans combine features of traditional 401(k) plans with those of a Roth IRA.
Social media may be a modern imperative for businesses looking to grow and build their brand, but it also introduces risk.
Try these activities to keep your brain sharp.
If you want to avoid potential surprises at tax time, it may make sense to know where you stand when it comes to the AMT.
This calculator estimates your chances of becoming disabled and your potential need for disability insurance.
This calculator can help you estimate how much you may need to save for retirement.
Estimate the maximum contribution amount for a Self-Employed 401(k), SIMPLE IRA, or SEP.
Estimate the total cost in today's dollars of various mortgage alternatives.
Use this calculator to estimate your capital gains tax.
Estimate your monthly and annual income from various IRA types.
A number of questions and concerns need to be addressed to help you better prepare for retirement living.
How federal estate taxes work, plus estate management documents and tactics.
There are some smart strategies that may help you pursue your investment objectives
Investment tools and strategies that can enable you to pursue your retirement goals.
Using smart management to get more of what you want and free up assets to invest.
There are a number of ways to withdraw money from a qualified retirement plan.
There’s been a lot of talk about Tax Reform. What might it look like?
Investors seeking world investments can choose between global and international funds. What's the difference?
It’s never a bad time to speak with your financial advisor about changes in your situation.
When do you need a will? The answer is easy: Right Now.
Lifestyle inflation can be the enemy of wealth building. What could happen if you invested instead of buying more stuff?
Even low inflation rates can pose a threat to investment returns.