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Paragon in the News

Dana Levit has been featured in numerous articles in the financial press covering issues most relevant to our clients.
Here is a sampling of our press coverage.

All links below open a PDF in a separate tab.

2021

March 22, 2021 | Boston 25 News

How to spend the newest stimulus payment

2020

December 15, 2020 | Job Advisor

Couples’ Finances Can Get Complicated After Lockdown Move-Ins

November 3, 2020 | AARP

5 Telltale Signs Your Spending Is Out of Control
How to spot problem areas and get back on budget

October 29, 2020 | Home and Consumer News

Why you shouldn’t think of a home as an investment

August 20, 2020 | Bloomberg

What You Should Do If Your Struggling Company Offers a Buyout
How to know when it’s a good idea to say yes, and what to consider before deciding

June 20, 2020 | MSN Money

Before You Take an Early Retirement Buyout, Complete This 6-Step Checklist

April 2, 2020 | Money Magazine

Self-Employed? Take These 3 Steps to Get Your Retirement Savings on Track

2019

August 28, 2019 | Money.com

Your 401(k) Is Just One Piece of the Retirement Puzzle. Here's the Right Place for It

August 7, 2019 | AARP

Time-Honored Financial Advice With a Twist
Follow these revised guidelines to boost savings for emergencies, retirement and investments

July 15, 2019 | Money.com

Midyear 401(k) Checkup: 3 Things To Do Before the Summer Ends

April 29, 2019 | Considerable.com

When it comes to retirement, many baby boomers are flying blind
New surveys reveal a certain head-in-the-sand approach to planning

April 19, 2019 | Boston 25 News

Cash or credit? Why going cashless might bust your budget

2017

March 2, 2017 | NBC News

Stocks are Riding High But Is it Time to Pull Back on Your Investments?

January 6, 2017 | Jewish Boston

How to Cope With Kid-Induced Financial Anxiety
Camp! School! Vacations! It’s stressful.

2016

February 2, 2016 | Boston Globe

Life changes can mean tax changes

2015

December 13, 2015 | The Boston Globe

Giving gifts that pay off

November 27, 2015 | The Boston Globe

Check your list of taxdeductible gifts twice

April 5, 2015 | The Boston Globe

With interest rates set to rise, advisers keeping watch on bond investments

2014

June 4, 2014 | The Boston Globe

Post-graduation course: budgeting
The joy of a paycheck may be tempered by the decisions and challenges that come along with it

May 27, 2014 | US News and World Report

What to Do With a 401(k) When You Change Jobs
Shop around for great fund choices and low investment expenses before moving your money.

April 22, 2014 | The Boston Globe

With taxes done, turn attention to investment portfolios

2013

November 24, 2013 | The Boston Globe

Tax tips to avoid a hit this year

October 22, 2013 | CBS Miami

Baby Boomers’ Common Financial Mistakes

June 27, 2013 | TIME.com

How the DOMA Ruling Will Affect Gay Couples’ Finances

February 10, 2013 | The Boston Globe

With tax rules set, the time to plan is now

2012

June 6, 2012 | Reuters

In U.S., same-sex spouses may face financial tangles

April 22, 2012 | WCVB - The Boston Channel

Pawning Valuables Online Growing

April 14, 2012 | The Boston Globe

With retirement savings, don’t plan on dying young

April 8, 2012 | Time.com

Your Burning Tax Season FAQs, Answered

April 6, 2012 | Time.com

Tax Tips: 7 Red Flags That Can Get You Audited

January 12, 2012 | WBZ-TV

Many Stay At Home Parents Learn That They Are Not Creditworthy

2011

November 6, 2011 | The Boston Globe

Dates to save: Planning your financial birthdays

September 28, 2011 | CBS Boston

Tips To Remain Frugal At The Grocery Store

September 15, 2011 | CBS Boston

Baby Boomers Banking On Home Values May Be Surprised

September 1, 2011 | Financial Planning.com

Commingled Finances: Although several states allow same-sex couples to marry, they still face unique planning challenges

August 8, 2011 | MSNBC.com

As markets tank, financial planners advise calm

August 4, 2011 | WCVB - The Boston Channel

Financial Planner Breaks Down Tips, According to Age

July 30, 2011 | The Fiscal Times

Student Debt: Heavier Burdens, Narrower Career Choices

May 18, 2011 | The Boston Globe

Inherit the windfall

May 2, 2011 | Stuff Magazine

Beef Up Your Bank Account

March 20, 2011 | The Boston Globe

Rule changes, tax break details can trip you up

March 8, 2011 | WCVB - The Boston Channel

Market Tips For Nervous Investors

March 6, 2011 | The Boston Globe

Diversify to Minimize Taxes After Retirement

January 7, 2011 | CBS Boston

Tips To Keep Finances Straight In New Year

January 6, 2011 | WCVB - The Boston Channel

Cut in Social Security Tax Leaves Extra In Paychecks

January 6, 2011 | Wicked Local Cape Cod

Cut in Social Security Tax Leaves Extra In Paychecks

2010

December 9, 2010 | WBZ-TV

Renting Vs. Buying Consumer Products On The Rise

November 28, 2010 | The Boston Globe

With a bit of careful saving, la dolce vita is within reach

November 9, 2010 | CBS Boston

Study: Can Money Buy Happiness?

August 1, 2010 | Kiplingers

Finance Basics for Partners

July 30, 2010 | The Fiscal Times

Student Debt: Heavier Burdens, Narrower Career Choices

July 16, 2010 | WPRI

Banks offer deals to go paperless

April 4, 2010 | The Boston Globe

Flood Victims May Be Able To Deduct Some Losses on Taxes

March 24, 2010 | Financial Planning.com

Lesbian, Gay Boomers Confident but Under-prepared for Retirement

January 16, 2010 | The Boston Globe

Promises You Can Keep: Outlining concrete steps can help you stick to your financial resolutions this year, planners say

January 11, 2010 | Wall Street Journal

Voices: Dana Levit on Retirement-Income Strategies

2009

December 17, 2009 | Wall Street Journal

Filling Legal Gaps For Same Sex Couples

November 15, 2009 | The Boston Globe

A plan for getting by, working less

March 16, 2009 | Christian Science Monitor

Protect your principal when money is tight

March 8, 2009 | The Boston Globe

Analyst seeks outsider's take on finances

February 15, 2009 | The Boston Globe

Figuring out whether to take a buyout is tough, but answering a few questions can make it easier

2008

October 17, 2008 | WBUR Here and Now

A guide to saving and planning for life after work

June 6, 2008 | WCVB - The Boston Channel

Financial Advisor Offers Parents Ways to Save for College

April 6, 2008 | The Boston Globe

Your portfolio got you down?

March 28, 2008 | The Boston Globe

Foundation is solid for geologist's fiscal future

2007

August 7, 2007 | InvestmentNews

Estate planning for gays is still tricky

June 5, 2007 | WCVB - The Jewish Advocate

Getting a Financial Foothold in Marriage

May 6, 2007 | The Boston Globe

Anxieties surface as couple considers tying the knot

February 19, 2007 | American Public Media - Marketplace Money

Saying "I Don't"

2005

April 5, 2005 | Think Advisor

Together but Separate

April 1, 2005 | The Boston Globe

Married, with Questions

2004

December 30, 2004 | The Boston Globe

Double trouble on taxes for gays

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