Dr. Marcos Levy

Money and Time are invaluable assets. With time, you can make money, but money does not buy time. We could help you create a strategic financial plan to make your future come true.

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Persist Until you Succeed

Persist Until you Succeed

December 3, 2024

1 like

The Dynamics of U.S. Tax Policy: A Historical and Strategic Overview

The Dynamics of U.S. Tax Policy: A…

November 20, 2024

The Power of Timing in Financial Decisions: How to Stay Ahead of the Curve

The Power of Timing in Financial Decisions:…

November 18, 2024

2 likes

!HEY YOU! - Small Business Owners: Don’t Overlook Your Personal/Family Financial Health

!HEY YOU! - Small Business Owners:…

November 13, 2024

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What is a multi-year guaranteed annuity (MYGA) & how does it work?

What is a multi-year guaranteed annuity…

July 22, 2024

1 like1 comment

Are you planning to retire soon? What do we need to learn to maximize our retirement income potentially?

Are you planning to retire soon? What do we…

July 22, 2024

1 like2 comments

Qualities of a Trusted Insurance Advisor - Financial Professional

Qualities of a Trusted Insurance Advisor -…

June 21, 2024

LIFE INSURANCE: Friend or foe?

LIFE INSURANCE: Friend or foe?

May 16, 2021

7 likes

Expand the Life of Your Business

Expand the Life of Your Business

December 8, 2020

4 likes

Are you paying enough attention to your Portfolio?

Are you paying enough attention to your…

June 1, 2020

Living your Best Retirement Life

Living your Best Retirement Life

February 14, 2020

1 like

WHY? Business Succession Strategies

WHY? Business Succession Strategies

February 6, 2020

1 like

Life Insurance: Fact or Fiction?

Life Insurance: Fact or Fiction?

October 5, 2019

Is the Human Brain wired for Investing?

Is the Human Brain wired for Investing?

July 8, 2019

6 likes

Protect your Income from involuntary prolonged work absentism.

Protect your Income from involuntary…

April 30, 2019

Private Invitation / Only by Invitation

Private Invitation / Only by Invitation

October 9, 2018

1 like

The Purpose Of Life Is Not Happiness: It’s Usefulness

The Purpose Of Life Is Not Happiness: It’s…

August 12, 2018

15 likes1 comment

RETIREMENT Are U on Track?

RETIREMENT Are U on Track?

March 12, 2018

1 like

Do you know the advantages of a Whole Life Insurance (WLI) as a Tax Diversification Strategy?

Do you know the advantages of a Whole Life…

December 5, 2017

7 likes1 comment

TAX UNCERTAINTIES may require you to reshape your financial plan.............

TAX UNCERTAINTIES may require you to reshape…

November 3, 2017

4 likes

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