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On the Level

In a previous blog post (Converting Your Retirement Nest Egg to Income), I argued that higher income individuals must juggle

Level’s Steven Elwell, CFP®, discusses third quarter market performance in this video. Transcript Here

Let’s assume that you’re completing a solid career, have earned a good income and through thrift and discipline, accumulated a

A team of our folks gathered in Buffalo today to once again support the United Way Day of Caring. The

For most retirees, Social Security is an essential component of financial security.  It is estimated that Social Security benefits account

If you have been tuned-in to the financial press recently, you will have noticed a great deal of attention surrounding

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