Robert M. Gaines - Financial Consultant

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NOTE – All Facebook Messenger, e-mail and other electronic individual and group communications sent to and received from this page are subject to capture, review and archive by Equitable Advisors, LLC and to possible production upon regulator request for review. They are not intended, and should not be relied upon, as insurance, investment or financial advice. No representation as to the

Charitable Giving: 10 Ways to Make a Meaningful Impact with Your Finances 08/21/2024

Most people want to do their part to help make the world a better place, and charitable giving can be a meaningful way to do that. Learn 12 ways you can participate in giving to make a positive difference in your world. Be sure to ask your financial professional how they can help you maximize your charitable impact.

Charitable Giving: 10 Ways to Make a Meaningful Impact with Your Finances In a world facing numerous challenges, from poverty and inequality to environmental degradation, the power of charitable giving has never been more

Investing basics – stocks, bonds and asset allocation 08/14/2024

Are you ready to take control of your financial future? Understanding investment basics and asset allocation is key to achieving your long-term financial goals. Read this article to equip yourself with knowledge to make smarter investment decisions and maximize your financial potential. Contact me if you’re ready for tailored help with your financial plan.

Investing basics – stocks, bonds and asset allocation Many of us have some type of retirement savings accounts set up. And that’s a really important first step toward meeting your goals for the future financially.

Discover a fulfilling career at Equitable 08/14/2024

Why Equitable Advisors? Your practice. Your way. We offer local and national support, technology and a collaborative culture to help you take your wealth management practice to the next level. Ready to learn more? Visit equitable.com/advisor-careers.

Discover a fulfilling career at Equitable Learn how Equitable puts you in control of your career with flexible working arrangements, professional development opportunities and a focus on diversity, equity and inclusion.

How to Decide How Much Money You Can Afford to Gift in Your Lifetime 07/24/2024

Giving away money can help you accomplish personal goals as well as achieve tax benefits. Read more and talk to your financial professional to learn the factors you need to know to determine how much you can give away at any age.

How to Decide How Much Money You Can Afford to Gift in Your Lifetime Deciding how much of your wealth you can comfortably give away and how much you need to retain can be a complex calculation. Depending on where you

Travel Goals: How Couples Can Plan and Afford Dream Vacations 07/17/2024

Taking dream vacations with your significant other may sound amazing--and out of reach financially. But it doesn't have to be. Learn 10 tips for planning and affording to travel as a couple.

Travel Goals: How Couples Can Plan and Afford Dream Vacations For many couples, traveling together is not just about exploring new destinations; it’s about creating lifelong memories, experiencing adventures, and

Discover a fulfilling career at Equitable 07/10/2024

Why Equitable Advisors? Rewarding performance is the cornerstone of our Total Rewards philosophy. Equitable Advisors provides a wide range of programs and support for our financial professionals and their families. Ready to learn more? Visit equitable.com/advisor-careers.

Discover a fulfilling career at Equitable Learn how Equitable puts you in control of your career with flexible working arrangements, professional development opportunities and a focus on diversity, equity and inclusion.

Supported Independence: Equitable Advisors’ Unique Model Empowers Women 06/26/2024

WHY EQUITABLE ADVISORS?
"I’m able to build my business the way I want to, build my own brand, with my own team." - Nasha Knowles
Hear why Nasha chose the Equitable Advisors' supported independence model.

Supported Independence: Equitable Advisors’ Unique Model Empowers Women Freedom. Flexibility. Support. Nasha Knowles chose Equitable Advisors so she can focus on her clients and grow her practice the way that she wants. Hear why ...

ESG at Equitable | Equitable 06/26/2024

Discover our approach to holistic life planning in Equitable’s latest ESG report. We go beyond traditional financial advice by considering an individual’s sense of purpose, physical health, and emotional well-being alongside their financial goals. Read more about our approach in Equitable’s new ESG report.

ESG at Equitable | Equitable We believe delivering excellent business performance and contributing positively to society are the way forward for responsible companies. Our mission helps our clients secure financial well-being, one of the cornerstones of a healthy and vibrant society. We aspire to serve as a force for good, crea...

06/20/2024

Are you looking for ways to navigate today’s financial landscape with confidence? This article is a great resource you can use to help strengthen your financial foundation in this challenging environment. If you’re ready to work with a professional, I can help by providing tailored guidance for your current situation. Reach out today so we can set up time to review your financial plan and explore your options.

Six strategies to help build financial resilience in uncertain times Learn about six ways to help build financial resilience so you’re prepared for uncertain times.

Discover a fulfilling career at Equitable 05/08/2024

WHY EQUITABLE ADVISORS?
Strong leadership, support and professional development matter. Our financial professionals are supported through mentoring, learning and development courses, professional associations, annual events and more.

Discover a fulfilling career at Equitable Learn how Equitable puts you in control of your career with flexible working arrangements, professional development opportunities and a focus on diversity, equity and inclusion.

05/01/2024

Congratulations to Missy Testerman for being honored as The CCSSO 2024 National Teacher of the Year! Representing Rogersville City School, Missy serves as the district ESL specialist and ESL program director. Thank you to Missy and all educators who continue to show us educational excellence.

Finance: A Comprehensive Guide to Mastering Your Financial Future 04/25/2024

Don't let money matters intimidate you any longer. Dive into this comprehensive guide on mastering your finances so you can take control of your financial future. Follow me for more information on managing your finances.

Finance: A Comprehensive Guide to Mastering Your Financial Future Introduction: Empowering Yourself with Financial Knowledge Welcome to the comprehensive guide to _finance a topic that impacts every aspect of our

Managing financial stress: Strategies for a brighter future 04/11/2024

Feeling stressed about money? You're not alone. This article breaks down common causes of financial stress, how they can affect your mental and physical health, and strategies to get your money troubles under control. Read on to learn how to take the first steps to reducing stress, managing debt, and securing your financial future.

Managing financial stress: Strategies for a brighter future A guide to understanding financial stress with strategies to help reduce it for early career people with student loan debt.

Discover a fulfilling career at Equitable 04/10/2024

WHY EQUITABLE ADVISORS?
Becoming a financial professional isn't just a job. It's a career. Determine your own work-life balance and experience the earning potential that comes with working in the wealth management field. You can also grow your business as an Equitable Advisors financial professional through mentorship and support. Ready to learn more?

Discover a fulfilling career at Equitable Learn how Equitable puts you in control of your career with flexible working arrangements, professional development opportunities and a focus on diversity, equity and inclusion.

Struggling to Tackle Student Loan Debt? 03/28/2024

Struggling to tackle student loan debt while planning for your future? Don't stress! Check out this video for strategies to balance debt reduction with securing your finances for the present and the future. Take charge of your financial journey today – reach out to a financial professional for personalized guidance!

Struggling to Tackle Student Loan Debt? Learn about strategies you can use to reduce student loan debt and plan for a secure financial future. A financial professional can help you take charge of ...

03/14/2024

Don't let age be a barrier to protection. Life insurance is not just for the older generation - it's for anyone who wants to safeguard their loved ones and build a strong financial foundation. I can help get you started. Contact me to discuss the options.

Women choose Equitable Advisors to make an impact, have flexibility, & grow on their own terms 03/13/2024

WHY EQUITABLE ADVISORS?
"We are uniquely positioned to help our clients see their goals through, which is really exciting." - Shannon Maguire
Hear why Shannon chose this career, what the role really is, and how she’s thriving as part of an elite team.

Women choose Equitable Advisors to make an impact, have flexibility, & grow on their own terms What’s a day in the life of a Financial Professional look like? It may be different than you think! It’s not so much about math as it is building relationshi...

02/28/2024

You don't have to choose between saving for retirement and paying down your student loans. With a good financial plan, it’s possible to do both. Start here for strategies and tips to balance saving with managing debt. Next, reach out if you’re ready for professional help with your financial plan.

How to balance student loan debt and retirement saving Learn why early retirement saving matters and how to balance saving with student loan debt repayment.

Discover a fulfilling career at Equitable 02/15/2024

WHY EQUITABLE ADVISORS? We embrace diversity and inclusion in order to create a more vibrant and successful financial industry for all. There is still work to be done to help enable a new generation of generational wealth and financial well-being. Ready to learn more about this career?

Discover a fulfilling career at Equitable Learn how Equitable puts you in control of your career with flexible working arrangements, professional development opportunities and a focus on diversity, equity and inclusion.

Planning a Resilient Retirement: ESG and Enduring Stability 01/10/2024

When companies invest in their people and the communities where they live and work, they are better equipped to provide you with the support and guidance needed for long-term financial stability. Learn more about Equitable Financial's commitment to be an enduring, adaptable force for good.

Planning a Resilient Retirement: ESG and Enduring Stability Learn how our ESG commitments support Equitable’s corporate culture and dedications to sustainable and resilient retirement planning.

Discover a fulfilling career at Equitable 01/10/2024

We are a leading provider of financial services with a dynamic network of financial professionals. Our reputation and experienced onboarding process provide a solid foundation for individuals entering the field. Ready to learn more?

Discover a fulfilling career at Equitable Learn how Equitable puts you in control of your career with flexible working arrangements, professional development opportunities and a focus on diversity, equity and inclusion.

Our ESG Promise: An Enduring Force for Good 12/27/2023

Our holistic approach to financial well-being means investing in our people, investing for the environment and building stronger communities. Learn how our commitment to be an enduring force for good is put into practice and reach out today to see how we can help you build a sustainable and secure future.

Our ESG Promise: An Enduring Force for Good Our holistic approach to financial well-being means investing in our people, investing for the environment and building stronger communities. Learn more abou...

12/20/2023

As parents, we have the power to shape our children's future. By teaching them about money management, budgeting, and saving, we can equip them with invaluable skills that can serve them well throughout their lives. Learn more about how you can teach your kids good financial habits. Follow me for more great tips on financial planning.

Five ways to teach your kids good financial habits | Equitable Despite the fact that school districts and educators are working hard to keep children engaged and learning, money management is rarely part of the curriculum. Now is a great time to add financial literacy to your kids’ lesson plans to help them build strong financial futures.

12/13/2023

The Equitable Foundation is committed to impacting students and educators as a force for good. View the Equitable Foundation’s new Impact Report to learn more about how students and educators are supported by the Equitable Foundation.

portal.equitable.com

Discover a fulfilling career at Equitable 12/13/2023

WHY EQUITABLE ADVISORS?
Harnessing the collective strength and talent of Equitable’s employees and financial professionals, we invest in our people equipping them with the skills for the future, prioritizing their holistic well-being and ensuring our workforce is representative of America today. Learn more by visiting https://eqtble.co/3R2MWZX.

Discover a fulfilling career at Equitable Learn how Equitable puts you in control of your career with flexible working arrangements, professional development opportunities and a focus on diversity, equity and inclusion.

12/06/2023

As we approach the end of the year, it's the perfect time to level up your financial game! Kickstart the new year confidently by doing some end-of-year financial planning. Why is this important? Here are 5 reasons why you don’t want to miss this opportunity:
- Take control of your money: By planning ahead, you'll have a clear vision of your financial goals and make informed decisions to achieve them.
- Save for the future: Whether it's building an emergency fund, contributing to your retirement, or saving up for that dream vacation, now is the time to get on top of your savings game.
- Maximize your tax benefits: By reviewing your financial situation, you can identify tax-saving opportunities and potentially put more money back in your pocket.
- Crush your debt: Creating a plan to pay off any outstanding debts can free you from the burden and help you start the new year feeling more confident.
- Achieve financial freedom: By setting realistic and achievable financial goals, you can pave the way to financial independence and enjoy a stress-free future.
Remember, the earlier you start, the better! Take advantage of this time to review your budget, track your spending, and set financial goals for the upcoming year. Follow me for more financial planning tips.

The Gig Economy and Retirement: How to Secure Your Future 11/15/2023

Are you a freelancer or gig worker looking for ways to save for retirement? With the gig economy on the rise, it's important to take control of your finances and start saving early. Check out this article for tips on how you can start planning for your future and give yourself peace of mind. Follow me here for more tips on managing your finances.

The Gig Economy and Retirement: How to Secure Your Future Many associate the word “gig” with musicians jumping job-to-job, playing different venues every night. But the “gig economy” that gets discussed in

A Foundation for Financial Wellness | Equitable 11/15/2023

ESG commitments help to define who we are, how we operate, and what matters most. Even more, they provide the foundation for our holistic approach to financial wellness for our clients, stakeholders and the communities we serve. Learn how this approach serves you on your path to helping secure a fulfilling future.

A Foundation for Financial Wellness | Equitable Learn about how the link between ESG commitments and corporate performance helps enable a foundation for financial wellness

Discover a fulfilling career at Equitable 11/08/2023

WHY EQUITABLE ADVISORS?
Equitable Advisors' financial professionals earn a Certificate in Retirement Planning through a partnership with The Wharton School of the University of Pennsylvania. This executive education program teaches our professionals novel concepts and helps them to address issues for those nearing retirement.
Learn more about our opportunities to become a financial professional: https://eqtble.co/3Dg0trj.

Discover a fulfilling career at Equitable Learn how Equitable puts you in control of your career with flexible working arrangements, professional development opportunities and a focus on diversity, equity and inclusion.

Three Ways You Can Flip the Script on Your Taxes 11/08/2023

Who's ready for tax season? Learn what you can do to get ahead of it.

Three Ways You Can Flip the Script on Your Taxes Does it feel like the tax code is beating you up at times? Instead of accepting that feeling of getting pushed around, here’s how you can pay what you must but no more.

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Conshohocken, PA
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Todd Hennessy, Originating Branch Manager Todd Hennessy, Originating Branch Manager
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Creating Referable Mortgage Experiences since 2000 (in PA, NJ, DE, & FL) NMLS 133335 NMLS3029 Equal Housing Opportunity nmlsconsumeraccess.org linktr.ee/thennessygroup

Jon Lavin- Primerica Jon Lavin- Primerica
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The Weierbach Investment Group at RBC Wealth Management The Weierbach Investment Group at RBC Wealth Management
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Christopher Kwon, Firstrust Financial Resources Christopher Kwon, Firstrust Financial Resources
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Firstrust Financial Resources is not a registered Investment Advisor and is not owned or operated by Equitable Advisors or Equitable Network. Equitable and its affiliates are not a...