The historic 5.9% increase in Social Security benefits announced recently made national news. In this quick local story, News4 speaks with our own Paul Coleman III, CFP® about what the increase might be saying about inflation. https://www.wivb.com/news/local-news/inflation-surge-drives-up-social-security-benefits-by-5-9-for-2022/ ...
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After an extended summer hiatus, here is the next installment in a continuing series on the topic of creating a pre-retirement financial planning checklist. You may recall my previous blogs were based upon a simple airplane landing analogy. THE RETIREMENT TRANSITION ANALOGY: GETTING THE PLANE READY TO LAND. ...
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The House Ways & Means Committee has released draft legislation that would impact investors and tax payers when it comes to tax rates, estate tax, capital gains, required minimum distributions and more. Paul Coleman III, CFP® discusses these changes in this brief video overview.
Given all the headlines, how should individual investors think about cryptocurrency? Are they missing out by not trading and owning lots of crypto? Join Level Financial Advisors and Apollo Lupescu, Vice President at Dimensional Fund Advisors, for this brief educational session.
REVISED – 9/8/2021 Governor Kathy Hochul recently directed the New York State Health Commissioner to enforce the NY HERO Act. The law, passed and signed into law several months ago, requires NY employers to develop an airborne infectious disease prevention plan to protect employees during health emergencies such as the current...
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PRESS RELEASE Amherst, NY: Level Financial Advisors has hired Alyssa Bogardus as a Financial Planning Associate at the fee-only investment management and financial planning firm. She will assist in client meetings, preparing financial plans and researching strategies to help clients save money, reduce taxes, and improve their financial lives. She will also...
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