Oct
29
2021
Join Tamme Nash and Level Financial Advisors for this 60-minute overview of Medicare, enrollment requirements, and important tips to avoid penalties.
0 Comments
Oct
15
2021
Level’s Steven Elwell, CFP®, discusses third quarter market performance in this video. Transcript Here
Oct
14
2021
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/ ...
Read More
Sep
23
2021
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. ...
Read More
Sep
23
2021
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.
Sep
17
2021
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.