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Level Financial

@LevelFinancial

Fee-only, SEC Registered Investment Advisor. Our tweets are not meant as advice, consult your personal financial advisor. RTs are not endorsements.

 East Amherst, NY
levelFA.com
Joined October 2013
  • Tweets4.5K
  • Following1.4K
  • Followers826
1.1KMedia
Photo by Level Financial (@LevelFinancial)Photo by Level Financial (@LevelFinancial)Photo by Level Financial (@LevelFinancial)Photo by Level Financial (@LevelFinancial)Photo by Level Financial (@LevelFinancial)Photo by Level Financial (@LevelFinancial)Photo by Level Financial (@LevelFinancial)Photo by Level Financial (@LevelFinancial)Photo by Level Financial (@LevelFinancial)Photo by Level Financial (@LevelFinancial)
Turning 65 or helping a family member with Medicare? Our 2027 Medicare 101 webinar with Tamme Nash covers when to enroll, IRMAA, Medigap vs. Medicare Advantage and the new $2,400 Part D cap. Watch: bit.ly/48yLyrn #Medicare
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Rally one day, sell-off the next. Mike Angelucci, CFP® on WBEN: the AI stock pullback looks more like a correction than a bubble bursting, and long-term investors shouldn't overreact. 🎧 levelFA.com/wall-street-whip…
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The Dow rose 1,500+ points after the midterms. Mike Angelucci, CFP® explains on WBEN why markets like divided government, plus what's next for oil, tariffs and tech 🎧 bit.ly/4k0rGV9 #StockMarket #Investing
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6 retirement tax moves most people miss bit.ly/4ikYg2T
Taxes during the transition to retirement | Fidelity

Taxes during the transition to retirement | Fidelity

Here’s what to know about taxes during the transition to retirement.

fidelity.com
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Congrats to Alyssa Bogardus, CFP®, on completing Dale Carnegie's "Develop Your Leadership Potential" course in Buffalo! 🎉 We are proud of her commitment to leadership and client service. bit.ly/4kpeIAs #Leadership #DaleCarnegie
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Protect Yourself from Social Media Account Takeovers hubs.ly/Q04C9qYZ0

Protect Yourself from Social Media Account Takeovers - National Cybersecurity Alliance

Social media account takeovers can be a real pain and can give scammers access to your friends – here’s how to keep your profile safe.

staysafeonline.org
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The Fed held interest rates steady this week, but two officials wanted another hike. We also look at Q3 growth, your 2027 COLA's real value and working past 70. hubs.la/Q04CTC4S0
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Inherited IRAs can boost wealth — and trigger a tax bill. Here’s how to reduce it hubs.la/Q04CP4V70
Inherited IRAs can boost wealth — and trigger a tax bill. Here's how to reduce it

Inherited IRAs can boost wealth — and trigger a tax bill. Here's how to reduce it

Inherited IRAs can raise income taxes. Experts explain the 10-year rule, withdrawal timing and Roth conversions for heirs.

cnbc.com
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Is AI a bubble? Level's Mike Angelucci, CFP® joined WBEN to talk about Anthropic's planned IPO and how much tech exposure makes sense for retirees. hubs.la/Q04CP26W0
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What Do Higher Yields Mean for Retirement Income? hubs.la/Q04Cvqng0
What Do Higher Yields Mean for Retirement Income?

What Do Higher Yields Mean for Retirement Income?

Higher bond yields may offer retirees more income potential, but a diversified approach that balances income, risk, and spending needs remains important.

schwab.com
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Q3 2026 market update: the 10-year Treasury yield hit 5.29%, bonds fell, and AI spending kept driving stocks. Level's Chief Investment Officer Steven Elwell, CFP®, explains what it means for savers and retirees. hubs.ly/Q04Cqv3D0
Image from Level Financial (@LevelFinancial)
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Don’t Let AI Impersonation Fool You hubs.la/Q04yCfC30
AI Impersonation Scams: How to Avoid Them | Bank Iowa

AI Impersonation Scams: How to Avoid Them | Bank Iowa

Learn how AI-powered scams use cloned voices, fake videos and urgent requests to steal money and information.

bankiowa.bank
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As homeownership gets harder, more buyers are getting down payment help. What parents should know hubs.la/Q04C2kZj0
As homeownership gets harder, more buyers are getting down payment help. What parents should know

As homeownership gets harder, more buyers are getting down payment help. What parents should know

As home prices rise, parents want to give money to their kids. Here's how to save on taxes when doing it, financial experts say.

cnbc.com
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How to Strike the Right Balance Between Stocks, Bonds, and Cash hubs.la/Q04BPjWJ0
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Understanding Spam: What It Is, Why You Get It, and How to Stop It hubs.la/Q04yCfC20
Understanding Spam: What It Is, Why You Get It, and How to Stop It - National Cybersecurity Alliance

Understanding Spam: What It Is, Why You Get It, and How to Stop It - National Cybersecurity Alliance

Spam is a daily annoyance in our online lives – here’s how it works and how to filter it out of your inboxes.

staysafeonline.org
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Social Security benefits will rise 3.6% in 2027, the largest increase in four years, according to AARP. This week we also look at Medicare open enrollment, which runs through Dec. 7, and what is changing for 2027. For informational purposes only. hubs.la/Q04BrzB10
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Social Security is getting a 3.6% COLA for 2027. Mike Angelucci, CFP® joined WBEN to break down who benefits most. Listen (starts at 1:47): hubs.la/Q04Bpk0f0 #SocialSecurity #COLA
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Here’s the inflation breakdown for September 2026 — in one chart hubs.la/Q04Bgwfp0
Here's the inflation breakdown for September 2026 — in one chart

Here's the inflation breakdown for September 2026 — in one chart

The consumer price index rose by 3.7% in September, on the back of higher gasoline and energy prices largely due to the Iran war.

cnbc.com
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Year-End Tax-Planning Tips for 2026 hubs.ly/Q04B0ByZ0
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Social engineering scams: Protect your wealth from deceptive cyber tactics hubs.la/Q04yCfT00

Social Engineering Scams: Protect Your Wealth From Deceptive Cyber Tactics | J.P. Morgan

Social engineering scams are a powerful tool used by cybercriminals to manipulate people into revealing sensitive information. Learn to spot phishing, smishing, vishing and deepfakes.

jpmorgan.com
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