Partner, CIO at Level Financial Advisors, Tweets & Retweets aren't advice. Disclosure: https://teapaw.org/t.co/J8NHydlPrf
Buffalo, NY
Joined March 2016
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Extremely proud to have the @LevelFinancial team featured in this @WSJ article on our charitable activities!
#giveback teapaw.org/wsj/status/81701371445…
To woo millennials, financial advisers turn to their charitable side on.wsj.com/2hVZG5D
Steven Elwell, CFP® retweeted
3/26 @WestHerr WBEN Buffalo Business Report: Level Financial Advisors acquires California-based firm Loomis Financial audacy.com/wben/news/busines…
Steven Elwell, CFP® retweeted
NY Winter Storm Victims Receive Tax Deadline Extenstion – Level Financial Advisors bit.ly/40tyqhS
Steven Elwell, CFP® retweeted
Coleman said the attraction of cryptocurrency for investors is it eliminates the middle man -- governments that issue and control the value of their currencies. Value for digital currencies, theoretically, is how much investors are willing to pay for it. trib.al/YtkBHOz
Steven Elwell, CFP® retweeted
Our latest educational session on preparing for tax season is now available on our YouTube page. Watch this 1-hour session before starting your taxes this year: bit.ly/3MfOcpG
Steven Elwell, CFP® retweeted
My latest for the Nerd's Eye blog 👇
Includes info on:
🔸 How I Bond interest is calculated
🔸 I Bond redemption rules
🔸 Using I Bonds as "high-yield 1-year CDs"
🔸 Limits on I Bond purchases
🔸 Strategies to increase maximum I Bond purchases
👊
buff.ly/3dvkMnk
Reducing your tax bill via these thoughtful methods is one of the easiest ways to save yourself big $$$
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Steven Elwell, CFP® retweeted
In our latest blog post we explore 5 Common Tax Myths we hear from our clients. bit.ly/3EViLwm
#taxes #taxmyths #irs #retirement #financialadvisor
Steven Elwell, CFP® retweeted
Don't miss this great opportunity to save money and reduce your taxes! Join Level's Steven Elwell, CFP® and Paul Coleman III, CFP® for this one-hour session. Register here: bit.ly/3k5O1AV
Steven Elwell, CFP® retweeted
Our latest educational session on Medicare enrollment is available now on our YouTube channel. Don't forget to subscribe to receive all our video content: #medicare #enrollment #healthcare #retirement: bit.ly/3CqB2Rm
Steven Elwell, CFP® retweeted
Our Q3 2021 market recap is available now on our YouTube channel! Don't forget to subscribe to receive updates each time we post: bit.ly/3aE4QOi
Steven Elwell, CFP® retweeted
The process of building wealth over time is just like working towards a healthier lifestyle.
Everyone wants to get rich (or fit!) quick when in reality it’s the boring habits that tend to add up over time.
Thanks to @BusinessInsider for allowing me to share some thoughts ⬇️
Steven Elwell, CFP® retweeted
Our 2nd Quarter 2021 Market Recap from Chief Investment Officer Steven Elwell, CFP®. A quick nine minutes to get you up to speed!
bit.ly/2VTh8hu
Steven Elwell, CFP® retweeted
LAST CHANCE TO REGISTER: Join us for this free cybersecurity educational session.
Protecting Yourself From Cyber Fraud bit.ly/2TrUKdX
Steven Elwell, CFP® retweeted
Tune in at 11 am SATURDAY to @NewsRadio930 Senior Radio with Level's Chief Investment Officer - Steven Elwell, CFP®
Steven Elwell, CFP® retweeted
A brief extract of our quarterly market recap in this Level Video Minute.
#markets #q1 #invest #financialplan #levelFA
Steven Elwell, CFP® retweeted
Financial Planning Associate Robert Decker explains how "TLO" can reduce capital gains taxes for investors in this brief blog post:
Tax Lot Optimization: Why It Matters To Investors – Level Financial Advisors bit.ly/3rD63LJ
Steven Elwell, CFP® retweeted
Winfred Jacob, CFP®, in his continuing series on retirement planning, discusses perhaps the most important part of your financial future........THE MATH!
Preparing for Retirement Checklist: Doing the Math! – Level Financial Advisors bit.ly/2QiNYpI
Steven Elwell, CFP® retweeted
In our last edition of videos on the American Rescue Plan, our own Elise Murphy, CFP® talks about student loans and other educational impacts of the recent stimulus package:
bit.ly/3s4PRTN
Steven Elwell, CFP® retweeted
Here is the fourth installment in our continuing series on the American Rescue Plan, this time focusing on child and dependent care tax credits.
bit.ly/31w7Ojr
#stimulus #childtaxcredit #americanrescueplan #levelFA
Steven Elwell, CFP® retweeted
Our third video installment on the $1.9 trillion stimulus package (13 minutes), focused exclusively on unemployment benefits and taxes. Be sure to subscribe to our YouTube channel for notifications on our upcoming installments:
bit.ly/390yOvl