Account Log In

Sitemap

Pages

Categories

401k – Employee Education & Communication (16)
401k – Fiduciary Oversight (8)
401k – Investment Due Diligence (5)
401k – Non-Qualified Deferred Compensation (2)
401k – Plan Level Benchmarking (8)
401k – Plan Level Design (4)
401k – Your Issues (23)
Group – Cobra Administration (3)
Group – Human Resources Benefits (6)
Group – Identity Theft (3)
Group Benefits – Supplemental Insurance (5)
Group Dental Insurance (2)
Group Health Insurance (35)
Group Vision Insurance (2)
Individual – Asset Management (9)
Individual – Business Planning (4)
Individual – Charitable Planning (3)
Individual – College Planning (4)
Individual – Financial Planning (41)
Individual – Insurance – Disability (5)
Individual – Insurance – Health (31)
Individual – Insurance – Life (11)
Individual – Insurance – Long-Term Care (19)
Individual – Insurance – Medicare (15)
Individual – Retirement Distribution Planning (8)
Individual – Trust Planning (18)
Investment Related (6)
News (241)
News – Current Conditions (2)
News – Current Conditions Index (2)
News – Economy (17)
News – Market (5)
News – Weekly Economic Commentary (17)
News – Weekly Market Commentary (7)
Our Firm – Company Story (5)
Our Firm – Daniel S. Romero (11)
Our Firm – Greg Levin (5)
Our Firm – LPL Financial (5)
Our Firm – Melissa Levin (5)

Posts per category

401k - Employee Education & Communication

Workers need better benefits communication - Comments (0)
Personal Finance Tips for Younger Employees - Comments (0)
Building an Effective Participant Communications Program - Comments (0)
Retirement Savings Plan Reality: Save More - Comments (0)
New Year, New Resolve - Comments (0)

401k - Fiduciary Oversight

** UPCOMING WEBINAR ** The Impact of 408(b)(2) and 404(a)(5) On Plan Sponsors & Participants - Comments (0)
What your boss isn’t telling you about your 401(k) - Comments (0)
New Fee Disclosure Rules Are Effective Soon - Comments (0)
Plan Sponsor’s Quarterly Calendar - Comments (0)
Are You Getting the Most Out of Your 401K - Comments (0)

401k - Investment Due Diligence

Investment Menu: Best Practices - Comments (0)
What your boss isn’t telling you about your 401(k) - Comments (0)
New Fee Disclosure Rules Are Effective Soon - Comments (0)
10 fees that can wreck your retirement savings - Comments (0)
DOL Says Disclosure to Empower Participants - Comments (0)

401k - Non-Qualified Deferred Compensation

Demographics and Your Retirement Plan - Comments (0)
New Fee Disclosure Rules Are Effective Soon - Comments (0)

401k - Plan Level Benchmarking

Investment Menu: Best Practices - Comments (0)
Demographics and Your Retirement Plan - Comments (0)
What your boss isn’t telling you about your 401(k) - Comments (0)
New Fee Disclosure Rules Are Effective Soon - Comments (0)
Plan Sponsor’s Quarterly Calendar - Comments (0)

401k - Plan Level Design

Brookings Proposes Double Tax on 401(k) Contributions - Comments (0)
Demographics and Your Retirement Plan - Comments (0)
Roth 401(k) Plans: Reviewing the Basics - Comments (0)
Too Wealthy for Your 401(k) Plan? - Comments (0)

401k - Your Issues

Plan Sponsors Ask… - Comments (0)
The National Retirement Risk Index - Comments (0)
Fiduciary Responsibility: Diligence Is Key - Comments (0)
Brookings Proposes Double Tax on 401(k) Contributions - Comments (0)
IRS Revises Guidance on W-2 Reporting of Group Health Insurance Costs - Comments (0)

Group - Cobra Administration

Consolidated Omnibus Budget Reconciliation Act (COBRA) - Comments (0)
Health Care Reform Act and 2012 W-2s - Comments (0)
Report: Millions of employers fail to claim healthcare tax credit - Comments (0)

Group - Human Resources Benefits

Health care reform: New guidelines for employers under the Affordable Care Act - Comments (0)
Health Care Reform: Post-Election PPACA Implementation: What Employers Should Be Thinking about for 2013 - Comments (0)
Health Care Reform Act and 2012 W-2s - Comments (0)
Report: Millions of employers fail to claim healthcare tax credit - Comments (0)
Group Health Insurance – Creative ways to keep premiums low - Comments (0)

Group - Identity Theft

The 25 Documents You Need Before You Die - Comments (0)
Millions of LinkedIn passwords reportedly leaked online - Comments (0)
Identity Theft - Comments (0)

Group Benefits - Supplemental Insurance

The Election’s Choice on Health Care Reform - Comments (0)
Health Care Reform Act and 2012 W-2s - Comments (0)
Employees Seek More Voluntary Benefits - Comments (0)
Provisions of the Affordable Care Act That Take Effect in 2012, 2013 and 2014 - Comments (0)
GOP Mulls Health Care Tacks - Comments (0)

Group Dental Insurance

Health Care Reform Act and 2012 W-2s - Comments (0)
Employees Seek More Voluntary Benefits - Comments (0)

Group Health Insurance

Workers need better benefits communication - Comments (0)
ObamaCare in Trouble? - Comments (0)
Bill allowing multistate insurance sales on fast track - Comments (0)
Obama administration unveils health insurer fees - Comments (0)
IRS Revises Guidance on W-2 Reporting of Group Health Insurance Costs - Comments (0)

Group Vision Insurance

Health Care Reform Act and 2012 W-2s - Comments (0)
Employees Seek More Voluntary Benefits - Comments (0)

Individual - Asset Management

Apartment demand drives commercial building rebound - Comments (0)
How To Choose A Financial Advisor - Comments (0)
Why Can’t I E-Mail You My Buy & Sell Orders? - Comments (0)
Time picking a financial adviser is time well spent - Comments (0)
Confidence - Comments (0)

Individual - Business Planning

The New Fiscal Cliff Deal… - Comments (0)
Report: Millions of employers fail to claim healthcare tax credit - Comments (0)
Time picking a financial adviser is time well spent - Comments (0)
The 25 Documents You Need Before You Die - Comments (0)

Individual - Charitable Planning

Making a Difference, Even at the End of Life - Comments (0)
Time picking a financial adviser is time well spent - Comments (0)
The 25 Documents You Need Before You Die - Comments (0)

Individual - College Planning

Common Education Planning Myths and Fact - Comments (0)
Time picking a financial adviser is time well spent - Comments (0)
How to Cut Your Textbook Costs in Half — or More - Comments (0)
Investing In a Rising Tax Environment - Comments (0)

Individual - Financial Planning

The Cost of End of Life Care - Comments (0)
Brookings Proposes Double Tax on 401(k) Contributions - Comments (0)
IRS Issues Advice on How to Avoid Identity Theft - Comments (0)
Why Investors Should Consult Professional Advisors - Comments (0)
How To Choose A Financial Advisor - Comments (0)

Individual - Insurance - Disability

What New Parents Really Need - Comments (0)
How to Avoid Taxes on Life and Disability Insurance - Comments (0)
Social Security Disability Benefits Unsustainable - Comments (0)
Disability, the Insurance That Is Often Sadly Overlooked - Comments (0)
Ouch! Don’t forget disability insurance - Comments (0)

Individual - Insurance - Health

Study: ObamaCare parental coverage used for pregnancy and mental illness - Comments (0)
ObamaCare in Trouble? - Comments (0)
Bill allowing multistate insurance sales on fast track - Comments (0)
Obama administration unveils health insurer fees - Comments (0)
State lacks doctors to meet demand of national healthcare law - Comments (0)

Individual - Insurance - Life

Death Tax Made More Deadly - Comments (0)
The Cost of End of Life Care - Comments (0)
Olympic Alchemy: Turning Junk Food Into Gold - Comments (0)
Beneficiary Check - Comments (0)
The 25 Documents You Need Before You Die - Comments (0)

Individual - Insurance - Long-Term Care

The Cost of End of Life Care - Comments (0)
Genworth Announces Temporary Suspension of Individual Long Term Care Insurance Sales for California - Comments (0)
Talking to Mom About Alzheimer’s and Her Money - Comments (0)
Women Face Higher Costs - Comments (0)
Is Long-Term Care Insurance a Scam? - Comments (0)

Individual - Insurance - Medicare

The Cost of End of Life Care - Comments (0)
Medicaid Gets Harder to Tap - Comments (0)
Mapping Medicare - Comments (0)
Social Security Expands Online Services - Comments (0)
“Securing Your Retirement” – A Special Seminar on Social Security - Comments (0)

Individual - Retirement Distribution Planning

Brookings Proposes Double Tax on 401(k) Contributions - Comments (0)
Social Security Expands Online Services - Comments (0)
Beneficiary Check - Comments (0)
Harvesting Your Savings - Comments (0)
“Securing Your Retirement” – A Special Seminar on Social Security - Comments (0)

Individual - Trust Planning

Death Tax Made More Deadly - Comments (0)
The Cost of End of Life Care - Comments (0)
Beneficiary Check - Comments (0)
Making a Difference, Even at the End of Life - Comments (0)
Healthcare law’s surtax could affect a few home sellers in 2013 - Comments (0)

Investment Related

142 big OC buildings are ‘distressed’ - Comments (0)
Give Your Retirement Portfolio a Checkup, Part One - Comments (0)
It’s time to change how we teach investors - Comments (0)
10 fees that can wreck your retirement savings - Comments (0)
After Hibernation, the Office Market Is Waking Up - Comments (0)

News

Plan Sponsors Ask… - Comments (0)
The National Retirement Risk Index - Comments (0)
Death Tax Made More Deadly - Comments (0)
Study: ObamaCare parental coverage used for pregnancy and mental illness - Comments (0)
Workers need better benefits communication - Comments (0)

News - Current Conditions

The risks of a clash between China and Japan are rising - Comments (0)
What Could Boost Residential REITs? - Comments (0)

News - Current Conditions Index

The risks of a clash between China and Japan are rising - Comments (0)
What Could Boost Residential REITs? - Comments (0)

News - Economy

2012 Review: Economy & Markets - Comments (0)
Big Payoff in Non Traded REIT Deal - Comments (0)
The risks of a clash between China and Japan are rising - Comments (0)
Resolutions & Taxes - Comments (0)
Post-Election Battle - Comments (0)

News - Market

2012 Review: Economy & Markets - Comments (0)
Big Payoff in Non Traded REIT Deal - Comments (0)
The risks of a clash between China and Japan are rising - Comments (0)
Fiscal Cliff - Comments (0)
The Facebook IPO - Comments (0)

News - Weekly Economic Commentary

2012 Review: Economy & Markets - Comments (0)
Big Payoff in Non Traded REIT Deal - Comments (0)
The risks of a clash between China and Japan are rising - Comments (0)
Resolutions & Taxes - Comments (0)
Bank of America VP Called Seahawks’ Disputed Touchdown Pass - Comments (0)

News - Weekly Market Commentary

2012 Review: Economy & Markets - Comments (0)
Fiscal Cliff - Comments (0)
Stunned Home Buyers Find the Bidding Wars Are Back - Comments (0)
The Supreme Court Rules on Health Care Reform: What It Means For Investors - Comments (0)
What Could Boost Residential REITs? - Comments (0)

Our Firm - Company Story

Financial Advisors New Conflict of Interest - Comments (0)
Why Investors Should Consult Professional Advisors - Comments (0)
How To Choose A Financial Advisor - Comments (0)
Romero & Levin Attends LPL Financial 2012 National Conference, a Leading Financial Services Event Focused on Increasing Value to Investors - Comments (0)
Business Model Darwinism - Comments (0)

Our Firm - Daniel S. Romero

RLWM’s Daniel S. Romero Named to LPL Financial’s Patriot’s Club - Comments (0)
How To Choose A Financial Advisor - Comments (0)
Prominent Advisor In The Retirement Plan Industry Earns The C(k)P®: Certified 401(k) Professional - Comments (0)
Romero & Levin Attends LPL Financial 2012 National Conference, a Leading Financial Services Event Focused on Increasing Value to Investors - Comments (0)
Dan Romero Recognized as a Top Financial Advisor By LPL Financial - Comments (0)

Our Firm - Greg Levin

How To Choose A Financial Advisor - Comments (0)
Romero & Levin Attends LPL Financial 2012 National Conference, a Leading Financial Services Event Focused on Increasing Value to Investors - Comments (0)
Time picking a financial adviser is time well spent - Comments (0)
Greg Levin to Appear On “Critical Mass” Radio Show - Comments (0)
Romero & Levin Volunteer for FPA’s “Financial Planning Days” - Comments (0)

Our Firm - LPL Financial

Financial Advisors New Conflict of Interest - Comments (0)
Why Investors Should Consult Professional Advisors - Comments (0)
How To Choose A Financial Advisor - Comments (0)
Time picking a financial adviser is time well spent - Comments (0)
Business Model Darwinism - Comments (0)

Our Firm - Melissa Levin

How To Choose A Financial Advisor - Comments (0)
Romero & Levin Attends LPL Financial 2012 National Conference, a Leading Financial Services Event Focused on Increasing Value to Investors - Comments (0)
Time picking a financial adviser is time well spent - Comments (0)
Melissa Levin is Keynote Speaker at Business Network International Meeting To Discuss Long Term Care Insurance - Comments (0)
Melissa Levin Wins LPL Financial’s Coveted 2010 Insurance Champion Award - Comments (0)

No information provided on this site is intended to constitute an offer to sell or a solicitation of an offer to buy shares of any security, nor shall any security be offered or sold to any person, in any jurisdiction in which such offer, solicitation, purchase or sale would be unlawful under securities laws of such jurisdiction. Registered Representatives of LPL Financial disclosed on this site may only discuss securities or transact business with persons who are residents of the following states: AZ, CA, CO, HI, IL, IN, MN, MS, NC, NY, OH, SC, TX, & WA

Daniel Romero, Melissa Levin and Greg Levin are Registered Representatives with and offer Securities, financial planning & fee based asset management through LPL Financial LLC a Registered Investment Advisor and Member FINRA/SIPC. Daniel’s CA Insurance Lic #:OC54180 - Melissa’s CA Insurance Lic #:0C56086 - Greg’s CA Insurance Lic #:0F08519

Certified Financial Planner Board of Standards Inc. owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNER™ Practitioner, which it awards to individuals who successfully complete initial and ongoing certification requirements.