Level Financial Advisors, Inc.

IRS unveils IRA contribution limits for 2025

IRS unveils IRA contribution limits for 2025 The IRS has announced IRA contribution limits for 2025. Here’s what investors need to know.

U.S. economy grew at a 2.8% pace in the third quarter, less than expected

U.S. economy grew at a 2.8% pace in the third quarter, less than expected Gross domestic product was expected to increase at a 3.1% annualized pace in the third quarter.

Happy Gilmore, a Ring Leader, and even the NFL were just a few of the Halloween workers today in our East Amherst office!

Our annual Fall Fest was quite the bash at our East Amherst office this week! Not sure who was having more fun -- our employees or their kids?

There's still time to reduce your 2024 tax bill with these strategies

There's still time to reduce your 2024 tax bill with these strategies There’s still time to lower your taxes or boost your refund for 2024, financial experts say. Here are some strategies to consider before year-end.

How to Step Confidently Into Your Life After Retirement

How to Step Confidently Into Your Life After Retirement Retiring after decades in the work world can bring up issues related to identity and lifestyle. Here's how retirees can move beyond their career identities and embrace retirement.

What is Pig Butchering and How to Spot the Scam

What is Pig Butchering and How to Spot the Scam "Pig butchering" is a scam that's been muscling into the headlines lately. The unsettling term for these scams, pig butchering, suggests that scammers take their time to “fatten up” their victims and take as much money as they can. These scams are also called "accidental text" scams because they...

IRS announces new federal income tax brackets for 2025

IRS announces new federal income tax brackets for 2025 The IRS has announced higher federal income tax brackets and standard deductions for 2025. Here's what taxpayers need to know.

NY State has expanded what 529 funds can be used for, including the ability to roll over unused funds to a Roth IRA: https://hubs.la/Q02VvttZ0

Our Q3 2024 Market Update is available now on our YouTube channel! Don't forget to subscribe to receive future updates when they are released:

Q3 2024 Market Update Level Financial Advisors Chief Investment Officer, Steven Elwell, CFP® recaps the market performance for the third quarter of 2024.

I'm a former FBI agent and cybersecurity expert. Here are 5 things everyone should do to outsmart online criminals.

I'm a former FBI agent and cybersecurity expert. Here are 5 things everyone should do to outsmart online criminals. A former FBI agent and cybersecurity expert shares key internet safety tips to protect against financial crimes, deepfakes, and online threats.

How Your HSA Can Reimburse You for Medicare Premiums Paid

How Your HSA Can Reimburse You for Medicare Premiums Paid Your Health Savings Account can reimburse you with tax-free withdrawals even if your Medicare premiums are automatically deducted from your Social Security check.

Retirees can shop for health-care coverage during Medicare open enrollment. It's a great time to review costs, experts say

Retirees can shop for health-care coverage during Medicare open enrollment. It's a great time to review costs, experts say From Oct. 15 through Dec. 7, Medicare enrollees have the ability to switch plans for 2025. Here's what changes experts say to watch for next year.

Reporting Cybercrime

Reporting Cybercrime Cybercrime can be particularly difficult to investigate and prosecute because it often crosses legal jurisdictions and even international

Five Windows of Opportunity for Roth Conversions

Five Windows of Opportunity for Roth Conversions When you convert a traditional IRA to a Roth IRA matters if you want to limit how much you pay in taxes.

Happy Autumn! Our office hours for the upcoming holiday.

Your tax bracket may increase after 2025. Here's how it could affect your brokerage account

Your tax bracket may increase after 2025. Here's how it could affect your brokerage account If you're investing in a brokerage account, it's important to know how assets can impact your taxes, especially with Trump's tax cuts possibly expiring.

Social Security Administration announces 2.5% cost-of-living adjustment for 2025

Social Security Administration announces 2.5% cost-of-living adjustment for 2025 The Social Security Administration has announced a 2.5% cost-of-living adjustment for 2025.

New Critical Password Warning—86% Of All Router Users Need To Act Now

New Critical Password Warning—86% Of All Router Users Need To Act Now Have you changed your broadband router password recently or ever? Now is the time, security experts warn.

When Should Retirees Consider a Donor-Advised Fund?

When Should Retirees Consider a Donor-Advised Fund? Charitable giving in retirement isn't right for everybody. But in certain situations, a tax-efficient donor-advised fund (DAF) may be well worth considering.

6 strategies to help mitigate rising car and home insurance costs

6 strategies to help mitigate rising car and home insurance costs While overall inflation has slowed, insurance costs are taking a bigger bite out of many household budgets. Here are some ways to save money on insurance.

Happy World Financial Planning Day!

How to spot AI generated images on social media

How to spot AI generated images on social media - BBC Bitesize We look at some of the signs that you can use to tell if an image is AI or real.