Paul Coleman, CFP® talks with WIVB about Social Security COLA adjustment and inflation.

Paul Coleman, CFP® Talk Social Security COLA Increase on Channel 4

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.  ...

Read More
Level Financial Advisors Financial Planning Associate Alyssa Bogardus

Alyssa Bogardus Added to Financial Planning Team

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...

Read More