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...

PRESS RELEASE Amherst, NY: Level Financial Advisors has hired Desiree Weppner as a Client Services Specialist at the fee-only investment management and financial planning firm. She will assist the firm’s operations department with various administrative activities including working with clients on daily requests, deepening client relationships, and assisting the company’s financial advisors...

In previous installments, we discussed the tax planning benefits associated with strategic ROTH conversions, especially prior to age 72 when Required Minimum Distributions begin.  As you will remember, these conversions may be done each year to convert pretax retirement accounts that have never been taxed, to tax free ROTH accounts....

Election years can be fraught with uncertainty as developments surrounding the candidates, their platforms, and their predicted effects on the economy and markets dominate the news. But should you let this stream of political information influence how you and I manage your investment portfolio? A lengthy history of empirical research suggests...

In our last tax planning segment, we discussed the opportunity to maximize contributions to tax-favored retirement accounts.  Let me repeat my original premise: as a general rule, it is advisable to fill up each tax-favored retirement account for which you are eligible, to the maximum limit possible, given the amount...