Word of the Week – Annuity

An annuity is an insurance product that can be used to defer taxes and guarantee a stream of income in retirement. Annuities products can have a variety of features that may be useful, but also can be very expensive relative to other investment vehicles.

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Press Release East Amherst, NY: Level Financial Advisors announced today the acquisition of Loomis Financial Consulting, effective March 31, 2025.

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