Level Financial Advisors and Judy N. Cuzzacrea Wagner, partner at Harris Beach Attorneys At Law, LLC, host this free, on-line educational session discussing the in’s and out’s of trusts and how they can be a valuable tool in your retirement estate planning. We discuss what a trust is, how it can be created and funded and how trusts are managed and administered. Originally recorded August 4th, 2022.
Level’s Steven Elwell, CFP®, discusses second quarter market performance in this video.
As part of our continuing series on living better in retirement, we diver deeper into the phenomenon known as The Blue Zones, talking about the activities, diets, and habits of the people that live in these areas of the world.
Level’s Chief Investment Officer and Partner, Steven Elwell, CFP® discusses the market downturn, inflation, recession fears and interest rates in this 18-minute video.
As part of our continuing series on living better in retirement, we examine the phenomenon known as “The Blue Zones,” known for the proliferation of people who live beyond 100 years old!
Retirement Renaissance – focused entirely on living better in retirement! Join our hosts, Mike Angelucci, CFP® and Level’s COO Mike Heburn, along with experts in health, diet, exercise, and more! Living well in retirement is more than just reaching your financial goals! You saved your whole life to enjoy your retirement; learn how in this regular video series.
Level’s Steven Elwell, CFP®, discusses first quarter market performance in this video. Transcript Here
Level Financial Advisors and Mark Garvelli of Walsh Duffield host this 45 minute session on the basics of auto and homeowners insurance, including tips on coverage amounts, what to watch out for when purchasing policies, and information on other coverages, such as umbrella and renters insurance.
Level Financial Advisors and Lisa Mrkall, CPA, MBA of Tronconi Segarra & Associates host this 1-hour educational session geared toward making sure you are prepared for filing your taxes! Lisa discusses common errors and misconceptions, how to handle distributions and charitable donations, and changes in the tax code that will impact this year’s returns.
Level’s Steven Elwell, CFP®, discusses recent market volatility, interest rate changes and geopolitical upheaval and how this might impact retirees in this 10-minute video
