Posts tagged Susan Dahl
LEVATUS Wealth | Elevated Solutions: Integrated Wealth Service

Integrated Wealth Service offers a modern approach to financial planning, formally connecting services that support financial growth and security, to processes that address the many and varied ways financial decision-making impacts other core contributors to our quality of life such as – relationships, sense of purpose, and sense of control.

Read More
Female Advisor Perspective | Empowerment in Divorce: Financial Literacy Made Easy

Understanding the basics of your financial picture is well within your grasp and is an important part of navigating toward empowerment during the divorce process. Over the years, we have found that woman often have natural talent for many of the foundational elements of good financial stewardship.

Read More
Female Advisor Perspective | Breathe, Organize, and Accelerate Out of Divorce

The temptation to just hold your breath and wait for divorce to be over is powerful. The alternative, grab control of your finances as a first step in finding your power, and then use that power to accelerate into your next chapter. Financial organization is the first step.

Read More
Female Advisor Perspective | Power, Purpose and Finding Control in Divorce

The financial piece of divorce can be as complex as the emotional journey. With that said, the financial piece can also be a surprising source of strength, a place where control can be both visible and explicit. Grabbing control on the financial side of divorce early, has the capacity to create much broader positive momentum over time.

Read More
LEVATUS Lifestyle | 2021 Waltham Boys and Girls Club Gala | Empowering Young People in Our Community

This May, LEVATUS was proud to be a sponsor of the Waltham Boys & Girls Club 24th Annual Gala event. Celebrating its 75th Anniversary, the Waltham Boys & Girls Club strives to assure success is within reach of every young person who enters their doors.

Read More
LEVATUS Lifestyle | ARTLIFTING + LEVATUS Celebrating Thanksgiving, Community and Hope

The Annual LEVATUS Thanksgiving Celebration took on new sparkle this year as we partnered with ARTLIFTING, a wonderful Boston based organization that champions artists struggling with homelessness and disabilities.

Read More
LEVATUS Tax & Estate | Real Estate Opportunity Zones – Quick take from RE veteran & financial advisor Liz Darling

Part opportunity zone, part danger zone, part social good – the trick is figuring out how much of each lies in the real estate industry’s newest investment niche, real estate opportunity zones.

Read More