The theme of Rory Sutherland’s wonderful book "Alchemy: The Dark Art and Curious Science of Creating Magic in Brands, Business, and Life" is that the logical answer is not always the best answer.  This certainly holds true in the field of financial planning. We live in a world that has...

If you were to ask yourself what you think the greatest risk in retirement was, what would you say? One of the first subjects that might come to mind would be the risk of your retirement investments losing value.  You aren’t alone! According to a recent study done by the Center for...

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....