Wells Fargo Advisors
Welcome to my Web Site, where you will find a wealth of information regarding my capabilities and services used to help you reach your financial goals. My name is Jonathan Levick, Vice President - Investment Officer and Certified Retirement Counselor.  I am here to help inform, as well as educate you about the basic concepts of Investment Planning. 
 
I created this Web Site to help you gain a better understanding of the financial concepts behind investing, retirement and pre-retirement planning, as well as wealth preservation. In addition, my site offers a wide variety of useful informative tools: calculators, articles, a portfolio tracker, and more to assist you in attaining your ideal financial goal.  Most importantly, I believe you will see the value of working with me to pursue these goals.

I hope your visit today will help you understand the opportunities and potential rewards that become available when you take a proactive approach to your personal financial situation. Please take advantage of this resource and visit often. Be sure to add my site to your list of "favorites" on your Internet Browser. I frequently update my information and would not want you to miss any developments in the area of Personal Finance.
Calculators

Federal Income Tax

This calculator can help you estimate your annual federal income tax liability.

Home Affordability

Estimate of the maximum amount of financing you can expect to get when you begin house hunting.

Cost of Retirement

Use this calculator to estimate how much income and savings you may need in retirement.

Lease Interest

What's the interest rate on the lease you're considering?

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Newsletters

Are Consumers Holding the Keys to a Better Economy?

Consumer spending still accounts for about 70% of gross domestic product, but some government statistics suggest that consumers may have reduced spending drastically in recent years, especially on discretionary items. High unemployment, household debt, and a general lack of confidence can affect consumers' ability and willingness to spend.

ETFs for the Conservative Investor

The number of exchange-traded funds has grown rapidly in the last decade. Total ETF assets exceeded $1 trillion in March 2011, an increase of more than $200 million over the previous year. This article explains the potential benefits of ETFs and why some of them might appeal to the risk-averse.

Small Companies Face Costly Cybersecurity Threats

For many small businesses, the Internet is an important tool, but cybersecuity risks are growing. 40% of all targeted Internet attacks are now directed toward companies with fewer than 500 employees, and just over half of small businesses have a basic cybersecurity plan. This article provides tips to the small business owner about how to shore up their online defenses.

Where There's a Will, There's a Way

Only 35% of Americans have a will, yet it's a relatively simple legal document that every adult should have, regardless of wealth or age. Dying without a will can lead to unwanted outcomes and potential problems for heirs. This article discusses the importance of a will and other estate conservation documents.

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