May 4, 2017
Posted in News

Our Quarterly Newsletter is Now Available (May 2017)

Level Financial Advisors

Our May 2017 Quarterly Newsletter emailed to our digital subscriber list. Don’t forget to join our mailing list!

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October 23, 2024
Posted in College, Retirement

college planning

NY State Expands 529 Usage

Level Financial Advisors

NY Governor Kathy Hochul recently signed legislation that dramatically expands what 529 funds can be used for. Part of the

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