In a previous blog post (Converting Your Retirement Nest Egg to Income), I argued that higher income individuals must juggle a far more complex and unique set of variables in retirement than they faced in their working years, if they hope to be as efficient as possible with their accumulated...
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Level’s Steven Elwell, CFP®, discusses third quarter market performance in this video. Transcript Here
PRESS RELEASE Amherst, NY: Level Financial Advisors has hired Robert Decker as a Financial Planning Associate and Ann Marie Salerno as a Client Services Specialist at the fee-only investment management and financial planning firm. Mr. Decker graduated from the University at Buffalo in 2017 achieving a Bachelor of Science in Business Administration with a concentration in finance. Prior...
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Let’s assume that you’re completing a solid career, have earned a good income and through thrift and discipline, accumulated a significant nest egg for retirement. Sounds good so far, right? But as you approach retirement, the thought may occur to you: “I don’t really know how to convert this nest egg into retirement income when...
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A team of our folks gathered in Buffalo today to once again support the United Way Day of Caring. The event is the largest one-day volunteer event in Western New York. Each year, thousands of volunteers roll up their sleeves and and work together to make a...
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For most retirees, Social Security is an essential component of financial security. It is estimated that Social Security benefits account for one-third of all retirement income each year. Despite its significance, it appears that many retirees are not optimizing their benefits and losing out on substantial income over their lifetimes. The Social Security claiming options are...
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