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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If you have been tuned-in to the financial press recently, you will have noticed a great deal of attention surrounding the concept of an inverted yield curve. Why all the excitement and alarm? While the topic can be quite complex, here is a quick primer. The Yield Curve: This is an important metric to economists. It...
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Level Chief Investment Officer and Partner, Steven Elwell, CFP® appeared on Buffalo's News 4 last evening to comment on the potential of recession and things investors can do to prepare. See the full story here. ...
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Level’s Steven Elwell, CFP®, discusses second quarter market performance in this video. Transcript Here
PRESS RELEASE Hamburg, NY: Level Financial Advisors, an Amherst-based, fee-only financial planning and investment management firm, announced today the opening of a satellite office in Hamburg, NY. The new office, located at 4535 Southwestern Boulevard, Suite 710A, officially opened on Monday. The office is designed to offer meeting space for existing clients and potential new clients, which are typically...
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The former World Series of Poker champion, and now corporate consultant, Annie Duke, has written a wonderful book on decision making titled “Thinking in Bets, Making Smarter Decisions When You Don’t Have All The Facts.” The book opens with a story that many football fans have said is the worst play call in Super Bowl...
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