Philadelphia Women's Journal

Moti Levi

Moti Levi and his wife, Kate Levi, started Life Group, LLC, which focuses on transforming lives and creating wealth for families, companies, and organizations along all dimensions of life, not just the financial ones.
 
Dr. Levi had been on the faculty of Penn State and Tulane after receiving his Ph.D. from The Wharton School, and currently teaches at Temple.
 
Dr. Levi writes for www.TheStreet.Com about Personal Finance and Investments, and his blog can be found at www.LifeGroupLLC.com.

He is also writing a forthcoming book, “The Funnel of Life: Why Our Dreams Shrink and Die, and How We Can Make Them Grow Again,” in which he provides a framework for achieving success, fulfillment, and happiness in a unified and consistent way, as well as showing why there is failure and how to overcome it.

Life Group, LLC uses an 8 step process to bring clarity, confidence, and direction to people, and take them on the road to lasting wealth, by optimizing their assets. The process starts in discovery and learning, and culminates with implementation of the plan, including the financial elements.

 Articles by this Author

The common advice you receive is to use a fixed (15 or 30 years) amortized mortgage, and pay your mortgage as fast as you can.
House. Money. Stocks. Cars. When we are asked, “What are your assets?” these are what most of us answer. But are they your only assets?


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