Dana J. Levit

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  www.bashlaw.com/About_Premarital_Agreements.html - [Cached Version]
  Published on: 7/18/2006    Last Visited: 9/25/2008  

  Certainly not, said Dana Levit, a fee-only financial planner at Paragon Financial Advisors in Newton who advised the couple.She concluded the condition of their finances didn't warrant nearly so much anxiety from Weber.They do a good job living in an expensive city on modest salaries.Both save for retirement.The issue has more to do with psychology than finances.
  
  "A lot of financial planning is emotional, particularly when couples are first coming together," Levit said.Their financial plan needs to balance Weber's fears about not having enough money with Sullivan's concerns about having her finances constantly scrutinized.
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  "It is really hard for a couple to live in Boston for less than $100,000, so it is not surprising to me you're struggling," Levit said.With the rent on their apartment at $1,250 a month, the couple spends 43 percent of their budget on housing -- above conventional amounts.
  
  But one other reason money seems so tight is that they are "doing such a good job at saving," Levit says.
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  They take home $56,000 and spend $55,000, a "phenomenal accomplishment," Levit said.Even their financial goals turn out to match: Both want to know whether they can afford to buy a house; plan a wedding; and pay off her debt.
  
  As for the cushion Weber's trust provides: "I try not to look at it or think about it," he said."It's family money.
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  Levit laid out a financial plan to soothe these competing concerns.
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  It's tough for young couples to come to terms with their money, especially when one brings more of it to the table than the other, Levit said.
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  Given Weber's aversion to risk, Levit was surprised his investment portfolio was made up of roughly 95 percent equities -- and over 60 percent of that in individual stocks.She suggested moving some into more conservative investments.
  
  And regarding that monstrous prenup, she advises all her clients to have one: "It's better to essentially write your own divorce when you like each other."

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  August 2007 - [Cached Version]
  Published on: 8/1/2007    Last Visited: 6/30/2008  

  Dana J. Levit, CFP AE, Fee Only Financial Planning and Tax Services. can be reached at www.paragonfeeonly.com or (617) 938-3864, dana@paragonfeeonly.com.Dana is the president of Pride Planners Association.

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  Back Bay Financial Group, Inc. - [Cached Version]
  Published on: 2/18/2002    Last Visited: 7/18/2008  

  Dana J. Levit, Financial Planner, and Philip C. Lee, Financial Planner, are new additions to the firm, along with Rebecca Martz, who will coordinate the administrative duties of the Boston office and the company's web site.
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  Levit, a graduate of the Simmons College Graduate School of Management and former Financial Analyst for Partners HealthCare System, is also a Finance Instructor at the Boston Center for Women and Enterprise.

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  Cambridge in the News (ACA) - [Cached Version]
  Published on: 9/1/2008    Last Visited: 9/13/2008  

  For the broadcast, NewsCenter 5's Bianca de la Garza interviewed Dana Levit of Paragon Financial Advisors in Newton, Massachusetts who "urges clients to pick more than one saving method."
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  One advisor who advocates a more conservative approach is Dana Levit of Paragon Financial Advisors in Newton, Massachusetts.She suggests an equal weighting in stocks and bonds for a typical couple in their 30s unless their net worth equals three times their annual income."I think people's risk tolerance is tested in times like these," says Levit.
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  Dana Levit of Paragon Financial Planning in Newton, Massachusetts took personal finance questions from readers in today's online Money Makeover chat sponsored by The Boston Globe.
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  "Foundation is solid for geologist's fiscal future" by Lynn Asinof in today's Boston Globe describes how Dana Levit of Paragon Financial Advisors in Newton, Massachusetts helped Danckert to address these concerns and position himself for a comfortable future.
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  The partners in a gay marriage continue to file as individuals, and, notes Dana Levit of Paragon Financial Advisors in Newton, Massachusetts and President of PridePlanners Association--a non-profit group that educates financial professionals on the needs of non-traditional families, that means all of the caps afforded to individuals are retained."This is where it's a good thing to be gay," says Levit.

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  Comprehensive Money Management Services, LLC - [Cached Version]
  Published on: 3/18/2006    Last Visited: 2/23/2008  

  Jill Hollander and Dana Levit are two of the original founders of PridePlanners.
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  Jill and Dana have become good friends since I first met them at the last PridePlanners conference in Provincetown in 2003.
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  By Jill Hollander and Dana Levit
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  Dana Levit, CFP, is principal of Paragon Financial Advisors in Boston; she can be reached at dana@paragonfeeonly.com.Unmarried couple issues will also be addressed at the PridePlanners conference (www.prideplanners.org) April 28-30 in Palm Springs, California.

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  Dana J. Levit, Certified Financial Planner - [Cached Version]
  Published on: 8/30/2008    Last Visited: 8/30/2008  

  Dana J. Levit, CFP®
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  Dana J. Levit, CFP®
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  Dana J. Levit, CFP® is the owner and principal of Paragon Financial Advisors.She enjoys helping clients explore and achieve their life goals through effective comprehensive financial planning.She is a Certified Financial PlannerÔ practitioner and has over ten years of experience in financial management and education.
  
  Dana takes an active role in educating her clients about financial issues.She is a regular contributor of articles on financial topics to And Baby magazine, a national publication for gay and lesbian parents and is also the President of PridePlanners Association, a national non-profit organization whose mission is to educate financial professionals about the unique planning needs of non-traditional families.Dana is a NAPFA registered advisor and is an active member of the Massachusetts chapter.She is also a member of Cambridge Advisors, a national network of fee-only financial advisors committing to serving the financial planning needs of "Middle America."
  
  Dana holds a Master of Business Administration degree from Simmons Graduate School of Management with specializations in Finance and Portfolio Management and graduated in the top 5% of her class.She earned a Bachelor of Arts degree in Psychology and Women's Studies from the State University of New York at Buffalo where she was inducted into Phi Beta Kappa.Dana completed the coursework for the Certified Financial PlannerÔ designation at Northeastern University in Boston, MA.
  
  Dana J. Levit founded Paragon Financial Advisors in 2005.Prior to that, she was a financial advisor at another fee-only financial planning firm.
  
  In her spare time, Dana plays tennis, softball, volleyball, and football.She also enjoys backpacking, hiking, kayaking and skiing.

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  Financial Planning, Tax Advice, Investment Counseling:... - [Cached Version]
  Published on: 8/30/2008    Last Visited: 8/30/2008  

  Dana J. Levit, CFP®

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  GBBC: Member Advantage - [Cached Version]
  Published on: 12/5/2004    Last Visited: 8/30/2007  

  A few years ago, John added Dana Levit, CFP, to his staff.
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  The financial writer for "And Baby" magazine and former Treasurer of the Freedom to Marry Coalition, Dana is involved with GLBT issues in the community and has developed her own client following for BBFG.As Certified Financial Planners, John and Dana are fee-only financial planning advisors who do not accept commissions or compensation from any other source than their clients.

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  Gay Marriage, Inc. ... advocate.com - [Cached Version]
  Published on: 3/15/2005    Last Visited: 3/15/2005  

  "It seemed like a fancy, cool way to get around (the lack of marriage recognition) by forming a single economic unit," says Dana Levit, CFP, principal of Paragon Financial Advisors in Boston.Levit considered the process for herself and her partner, Leslie Smith, but decided against it.
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  "In the end it looked like there might be so many complications that it might not solve anything," Levit says.
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  "We're not married, but we have essentially set up a divorce law [an inheritance process] by creating a partnership agreement that dictates how assets will be split up," Levit says.

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