Dan Levin Investments

After receiving his BBA in Finance from the University of Oklahoma, Dan Levin joined E.F. Hutton in 1980. He has remained both a consistent and stable resource for his clients throughout his 35 years in the business.

Dan Levin is committed to putting the client first. He knows his clients want more, expect more, and deserve more expertise and service than is the norm. To that end, Dan understands that his clients’ interests are paramount. By specializing in insurance and annuity products, he helps them solve financial problems and demonstrates how they should work toward achieving their financial goals.

Retirement Planning is a Form of Financial Planning

Create a budget - and stick to it. Make a note of your spending habits over the course of a month. Track where every penny goes so you can figure out where you need to cut back. Once your budget is set for the month, if you find you spend less than planned, use the extra money to pay down your debt.
The first step in managing your personal finance is to pay down your debt. Debt carries interest, and the longer you hold on to debt, the more interest you will have to pay. You may also pay penaties if payments are overdue. So to rein in the runaway interests, pay off your debts as soon as possible. When you have done that, then you can start saving.
Keep your credit card receipts and compare them to your credit card bill each month. This allows you to spot any errors or fraudulent purchases before too much time has elapsed. The sooner you deal with problems, the sooner they are corrected and the less likely that they will have a negative impact on your credit score.