Level Financial

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

[Level Financial @LevelFinancial]

As homeownership gets harder, more buyers are getting down payment help. What parents should know
https://t.co/DGEcnuXDnD

[Level Financial @LevelFinancial]

How to Strike the Right Balance Between Stocks, Bonds, and Cash
https://t.co/tuR0lWY0PQ

[Level Financial @LevelFinancial]

Understanding Spam: What It Is, Why You Get It, and How to Stop It
https://t.co/RtsZoA3pdO

[Level Financial @LevelFinancial]

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. https://t.co/SpiTsfj8qu

[Level Financial @LevelFinancial]

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): https://t.co/Q4kbyn1tsp #SocialSecurity #COLA

[Level Financial @LevelFinancial]

Here’s the inflation breakdown for September 2026 — in one chart
https://t.co/JJVjdZ6jTt

[Level Financial @LevelFinancial]

Year-End Tax-Planning Tips for 2026
https://t.co/m5DHKXXnYY

[Level Financial @LevelFinancial]

Social engineering scams: Protect your wealth from deceptive cyber tactics
https://t.co/dZJxq40Z3c

[Level Financial @LevelFinancial]

We are open!

[Level Financial @LevelFinancial]

More than 20 million Medicare beneficiaries may get one-time $90 payment — here’s who qualifies
https://t.co/yd2wpCYNEo

[Level Financial @LevelFinancial]

Think You’re Ready for Retirement? Start With This 9-Step Checklist
https://t.co/v0a1n8vcUA

[Level Financial @LevelFinancial]

Happy World Financial Planning Day! #levelfa

[Level Financial @LevelFinancial]

We had an awesome time at our Level Annual Bonfire last week, deep in the heart of Clarence! Great weather, great food, and even better employees!

[Level Financial @LevelFinancial]

Open Enrollment Scams: How to Spot and Avoid Health Insurance Fraud
https://t.co/I55qRDyrIS

[Level Financial @LevelFinancial]

Our recap of this week's retirement headlines: https://t.co/Qy9gSwIzDj

[Level Financial @LevelFinancial]

Would You Take a Vacation Just to Sleep? Inside the Sleepcation Trend
https://t.co/tp3ODt6YRw

[Level Financial @LevelFinancial]

How to Spend Your First Month of Retirement
https://t.co/GrQWRWsfVS

[Level Financial @LevelFinancial]

The Top 5 Financial Scams Targeting Older Adults
https://t.co/iTcywgQUx3

[Level Financial @LevelFinancial]

Michael Angelucci, CFP® joined the WBEN morning show today to discuss how the bond markets impact everything from mortgage rates and car loans, to the broader economy and inflation. (starts at 2:16 mark) https://t.co/fGoHXlfCWb

[Level Financial @LevelFinancial]

6 Steps to Choosing an Executor
https://t.co/xhzW0OIwFp