Level Financial Advisors and Judy N. Cuzzacrea Wagner, partner at Harris Beach Attorneys At Law, LLC, host this free, on-line educational session discussing the in’s and out’s of trusts and how they can be a valuable tool in your retirement estate planning. We discuss what a trust is, how it can be created and funded and how trusts are managed and administered. Originally recorded August 4th, 2022.
Level’s Steven Elwell, CFP®, discusses second quarter market performance in this video.
As part of our continuing series on living better in retirement, we diver deeper into the phenomenon known as The Blue Zones, talking about the activities, diets, and habits of the people that live in these areas of the world.
Level’s Chief Investment Officer and Partner, Steven Elwell, CFP® discusses the market downturn, inflation, recession fears and interest rates in this 18-minute video.
Clearly, we are witnessing a number of very negative and alarming local and world events playing out around us with relentless, 24/7 news coverage. In addition and often in response to these issues, the investment markets are down significantly since the start of the year and we are seeing the...
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As part of our continuing series on living better in retirement, we examine the phenomenon known as “The Blue Zones,” known for the proliferation of people who live beyond 100 years old!
