Steven Elwell, CFP®

Partner, CIO at Level Financial Advisors, Tweets & Retweets aren't advice. Disclosure:

[Steven Elwell, CFP® @RetireRichly]

Extremely proud to have the @LevelFinancial team featured in this @WSJ article on our charitable activities!

#giveback https://t.co/s9yXSEOKHg

[The Wall Street Journal @WSJ]

To woo millennials, financial advisers turn to their charitable side https://t.co/O9yoqnHa1U

[WBEN NewsRadio 930AM @WBEN]

3/26 @WestHerr WBEN Buffalo Business Report: Level Financial Advisors acquires California-based firm Loomis Financial https://t.co/c6J7g7JQHK

[Level Financial @LevelFinancial]

NY Winter Storm Victims Receive Tax Deadline Extenstion – Level Financial Advisors https://t.co/zveeUwLjnY

[News 4 Buffalo @news4buffalo]

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. https://t.co/NI702NnVwh

[Level Financial @LevelFinancial]

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: https://t.co/FBelkuulDW

[Jeff Levine, CPA/PFS, CFP® @CPAPlanner]

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

👊
https://t.co/HLvIi5UpjC

[Steven Elwell, CFP® @RetireRichly]

Reducing your tax bill via these thoughtful methods is one of the easiest ways to save yourself big $$$

[Horsesmouth @Horsesmouth_FA]

As an advisor, demonstrating that you offer more than garden-variety advice becomes more challenging each year. But, if there's any low-hanging fruit to be plucked, some of the ripest can be found in the niche of boosting after-tax returns https://t.co/nUeOc3pBf5

[Level Financial @LevelFinancial]

In our latest blog post we explore 5 Common Tax Myths we hear from our clients. https://t.co/A44VagnWDO

#taxes #taxmyths #irs #retirement #financialadvisor

[Level Financial @LevelFinancial]

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: https://t.co/Mue8dkrHOp

[Level Financial @LevelFinancial]

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: https://t.co/16pnzdofwq

[Level Financial @LevelFinancial]

Our Q3 2021 market recap is available now on our YouTube channel! Don't forget to subscribe to receive updates each time we post: https://t.co/f73O9LeEfE

[Brett Koeppel @brett_koeppel]

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 ⬇️

[Level Financial @LevelFinancial]

Our 2nd Quarter 2021 Market Recap from Chief Investment Officer Steven Elwell, CFP®. A quick nine minutes to get you up to speed!
https://t.co/W7ZKdT0O3w

[Level Financial @LevelFinancial]

LAST CHANCE TO REGISTER: Join us for this free cybersecurity educational session.

Protecting Yourself From Cyber Fraud https://t.co/J4ph2jWryl

[Level Financial @LevelFinancial]

Tune in at 11 am SATURDAY to @NewsRadio930 Senior Radio with Level's Chief Investment Officer - Steven Elwell, CFP®

[Level Financial @LevelFinancial]

A brief extract of our quarterly market recap in this Level Video Minute.

#markets #q1 #invest #financialplan #levelFA

[Level Financial @LevelFinancial]

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 https://t.co/tsirRYJh42

[Level Financial @LevelFinancial]

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 https://t.co/JuHouBZkIq

[Steven Elwell, CFP® @RetireRichly]

@feeonlyplanner Same

[Level Financial @LevelFinancial]

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:
https://t.co/YyaY9yVr0S

[Level Financial @LevelFinancial]

Here is the fourth installment in our continuing series on the American Rescue Plan, this time focusing on child and dependent care tax credits.
https://t.co/hCTO4Rz7Pn

#stimulus #childtaxcredit #americanrescueplan #levelFA