Ross Levin
Ross is Chief Executive Officer and Founder of Accredited Investors Wealth Management. Long an industry leader, Ross translates his expertise into meaningful conversations with clients about integrating their money and values. He was the first recipient of the Financial Planning Association's Heart of Financial Planning Award, and the inaugural recipient of Financial Planning Magazine's Lifetime Achievement Award. Ross currently serves as Past Chair of the University of Minnesota Foundation and as an Ambassador for the Certified Financial Planner Board of Standards in Washington, D.C. He served as a committee member of the University of Minnesota Presidential Search Advisory Committee, is a former Chairman of the International Association for Financial Planning (now the FPA), and is a former member of the Board of Governors for the Certified Financial Planner Board of Standards. Learn more here .
Articles by Ross Levin
- Money & Life
What British Crime Dramas Can Teach You About Building Wealth
Your planning wall has various choices, some leading to living the life you want to live and others making you veer off course.
- Money & Life
Building Wealth That Holds up When Life Starts Slipping Like Quicksand
There are many things that old television shows can teach us about what to avoid and what to seek in our financial planning.
- Money & Life
Want or Validation? How Understanding Your True Motivation Transforms Financial Decisions
How can we work on making better decisions for ourselves, irrespective of the results?
- Money & Life
What’s Your Business Really Worth? Start With the Life You Want After You Sell
Here’s how to reverse-engineer your business sale to align with the post-exit life you want to lead:
- Retirement & Income Planning
Sequence, Not Spending, Could Derail Your Retirement: Here’s How To Protect Yourself
Would that mean that you should have scheduled your appointment a couple of weeks earlier so you would have more to spend?
- Money & Life
Reframe Any Challenge with This Simple Mindset Shift
These are confusing times for many of us, so before we do something we regret, maybe we recast the questions we ask. #investing
- Money & Life
In Uncertain Markets, Your Greatest Edge Is What You Already Know
What does the market recovery of the past couple of months really mean? Does it represent the wisdom or the madness of crowds? #investor
- Money & Life
Is a Vacation Home Worth It? 6 Considerations to Help You Decide
Most of us don’t consider all the costs of owning vacation homes, both in time and money. Here is how to plan for ownership of a second home #home
- Money & Life
Love vs. Money: Why Financial Opposites Spark the Most Relationship Drama
Here are different money styles I have seen through the years, and some steps we can take to avoid an all-out war. #money
- Opinion
The Fatal Flaw No One’s Talking About in Today’s Tariff Strategy
President’s signature to enact and, importantly, can be rescinded or modified just as easily, whether by the sitting President or their successor.
- Money & Life
Take Charge: How to Regain Control of Your Financial Future
I suspect many of us are yelling at some kind of inanimate object because we can’t find people willing to listen. #listen #yelling
- Money & Life
Let Money Support Your Values, Not the Other Way Around
But the question to ask yourself is: Does your money support your values or does money dictate them? #money #lifestyle
- Money & Life
Maximizing Your Impact: How Donor-Advised Funds Supercharge Charitable Giving
Through the years, we have targeted these three values supporting areas important to each of us #charity
- Money & Life
Money Lessons Straight From Rock 'N' Roll
The truth is, sometimes I just want to rock out. So here are some financial ideas we can learn from my playlist. #music #finance
- Retirement & Income Planning
How To Decide Whether To Make a Big Purchase in Retirement
Investment priority from maximizing growth to creating cash flow while allowing for some growth. #NCRetirementCenter
- Opinion
Beware of Too Much ‘Stinking Thinking’
Stinking thinking is when we let our negative emotions take over our thoughts. Stinking thinking can impact everything, including our finances. #finance