At the risk of oversimplifying, and with apologies to flight professionals everywhere, a normal airline flight makes for a pretty good retirement analogy.  From observation, it seems to me that takeoff and landing are pretty busy events while the majority of the flight seems rather simple (hence the term- auto...

The theme of Rory Sutherland’s wonderful book "Alchemy: The Dark Art and Curious Science of Creating Magic in Brands, Business, and Life" is that the logical answer is not always the best answer.  This certainly holds true in the field of financial planning. We live in a world that has...

If you were to ask yourself what you think the greatest risk in retirement was, what would you say? One of the first subjects that might come to mind would be the risk of your retirement investments losing value.  You aren’t alone! According to a recent study done by the Center for...

At Level Financial Advisors, one of our primary goals is to create efficient and valuable communication between you and your planning team. That is why we strive to implement a seamless software interface that you a can interact with on your computer, tablet, or mobile phone. Here is a brief review...