Once again this year, Level Financial Advisors has been named a finalist in Buffalo Business First's Best Places To Work in WNY!  This year's virtual award ceremony is being held on August 13th....

Back in February, we anticipated writing an ongoing series of articles on the measurable value of forward-looking tax planning, a topic that we spend a lot of time thinking about here at Level Financial Advisors.  We posted the first article, but then COVID 19 intervened in all of our lives...

On Tuesday, June 23rd the IRS released Notice 2020-51, which updated and expanded CARES Act relief for Required Minimum Distributions (RMDs) on tax-deferred IRAs, 401(k)s, and 403(b) accounts for 2020. An RMD is the amount the IRS mandates people age 70 ½ (born before July 1, 1949) or age 72 (born...

We are pleased to announce that we will begin offering in-person meetings starting July 15, 2020 at both our Amherst and Hamburg offices.  We will also continue to offer web conference meetings and digital transaction tools as we have throughout the crisis. Clients can use the same tools they have...

The stock market has taken a wild ride so far in 2020. Starting on February 19th, the global stock market lost approximately 35% in five weeks.* Following that, the global stock market gained 42% from March 23rd through June 16th.* The market has been extremely volatile over this period, which...