Aaron Samuels - Tack Advisors

Life insurance is more than just a policy—it's a safety net for your loved ones. Protect what matters most with the right financial strategies. Start planning today for peace of mind tomorrow. Contact me now to explore your options and help secure your family's well-being!

Check out LPL Financial Research's Weekly Commentary on the market: "Election Implications on the Municipal Market".

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Your children's education is an important investment. We put together this guide to give an overview of strategies that can help you save for future educational costs. Read on then reach out so we can discuss your goals for your family's future and make sure your plans are set up to support them.

Education Savings: How parents can plan for the future A guide to preparing for children’s future educational costs with options for strategies and savings and investment vehicles.

Hispanic Heritage Month is an opportunity to celebrate the contributions, culture and experiences of people from Spain, Mexico, the Caribbean, and Central and South
America who make up 19% of the U.S. population.*

Check out LPL Financial Research's Weekly Commentary on the market: "Second Quarter Earnings Recap: Good, Not Great".

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Learn how financial planning decisions can make a difference in your financial well-being. Check out the article “Bridge the Wage Gap: Retirement Planning for Financial Stability” and contact me to discuss how I can help you achieve your financial goals.

Bridge the wage gap: Retirement planning for financial stability Enroll in an Equitable Financial or Equitable America 403(b) plan and find your local Equitable Advisors Financial Professional.

On this tragic day in U.S. history, we remember the lives lost as well as honor the strength and courage of our fellow citizens.

Happy Grandparents’ Day! We wish you a wonderful day spent with loved ones and getting extra hugs.

Check out LPL Financial Research's Weekly Commentary on the market: "Russia To Host BRICS Summit 2024 Amid Heightened Geopolitical Conflict".

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A good education is one of the best advantages you can give your child and it takes hard work and smart planning. Read our guide to saving for future educational expenses-- from dealing with tuition inflation to options for investment vehicles. For personalized guidance based on your family's goals, reach out so we can talk about strategies to get you started.

Education Savings: How parents can plan for the future A guide to preparing for children’s future educational costs with options for strategies and savings and investment vehicles.

Happy Labor Day! As summer winds down, enjoy a relaxing, fun-filled holiday spent with loved ones.

Check out LPL Financial Research's Weekly Commentary on the market: “It's Go Time for the Federal Reserve”.

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Continue to prioritize your financial well-being. Learn how you can secure your future as an educator with smart planning. For personalized assistance, contact me. Together, let's build a strong financial foundation.

Empowering women educators with smart financial planning Learn how and why smart financial planning is key to empowering women educators to secure a stable financial future.

Do you ever feel like you're losing control? Learn seven simple ways to get your life and your finances back on track. Contact me for strategies and support to build the financial life you want.

How to Get Your Life Together: 7 Simple Ways to Help Upgrade Your Life It’s so easy to get carried away with all the responsibilities we have to keep up with in life. Sometimes, we lose the reigns and find ourselves in

Looking for a unique approach to achieve financial success? Cutting back on spending is just one piece of the puzzle. Explore some other effective strategies to maximize your income and build the financial life you've always wanted. I’m here to help. Contact me if you’re ready for help with your financial plan.

To Find Financial Success, Stop Trying To Spend Less If you feel like you could be doing better with your finances, well — sure. You probably can find room for improvement and places to optimize. But if

Check out LPL Financial Research's Weekly Commentary on the market: "Pullbacks Are Common but Painful".

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Are you on the path to the retirement you deserve? National Financial Awareness Day highlights the importance of smart financial decision-making and strategic
planning to help achieve a secure, fulfilling future.

Financial awareness is essential for reaching your goals. Manage your money by creating a spending and savings plan, setting financial goals, and learning about investing. Being financially aware empowers you to make informed decisions about your money. Contact me today and I can help you prioritize your financial future.

Check out LPL Financial Research's Weekly Commentary on the market: "Thoughts on Global Selloff and the Dollar's Path to Decompressing".

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Cutting back on spending can be an important financial goal, but it isn't the only -- or best -- way to achieve financial success. Learn other strategies for maximizing your income and building the financial life you want.

To Find Financial Success, Stop Trying To Spend Less If you feel like you could be doing better with your finances, well — sure. You probably can find room for improvement and places to optimize. But if

Check out LPL Financial Research's Weekly Commentary on the market: "Key Themes for the Macroeconomic Landscape in the Second Half of 2024".

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On this Parents’ Day, we recognize and celebrate the vital role parents play in their children’s growth and development. Your commitment to ensuring their well-being is inspiring.

Retirement isn't just about money. A satisfying retirement includes overall well-being, health, relationships and personal fulfillment. Learn how adopting a holistic mindset can help you achieve not just financial freedom, but a more well-rounded and satisfying retirement experience. Contact me to discuss how holistic retirement planning can make a difference for your future.

Embrace the Holistic Retirement Planning Revolution: A Paradigm Shift Towards Financial Freedom To make Wealthtender free for readers, we earn money from advertisers, including financial professionals and firms that pay to be featured. This

Check out LPL Financial Research's Weekly Commentary on the market: "Key Themes for Bonds in the Second Half of 2024".

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By openly discussing family wealth, you can help your children understand the value of money, the importance of saving, and the concept of financial responsibility. This early exposure can set them on the path to making informed financial decisions later in life. Learn more about why you should have these essential conversations with you kids. As a financial professional, I can help ensure you’re on the right track towards securing your family’s financial well-being. Contact me to get started.

Resist the Taboo: Talk to Your Kids About Family Wealth For most parents, the idea of discussing the family’s money and wealth with their children has long been seen as a taboo subject. In many ways, this

Check out LPL Financial Research's Weekly Commentary on the market: "Key Themes for Stocks in the Second Half of 2024".

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Did you know that engaging your children in conversations about family wealth and finances can have a profound impact on their financial literacy and future success? It's time to break the silence and start these important discussions! Read more to learn why it matters. Follow me for more insights and strategies to achieve financial well-being.

Resist the Taboo: Talk to Your Kids About Family Wealth For most parents, the idea of discussing the family’s money and wealth with their children has long been seen as a taboo subject. In many ways, this

Your financial legacy is more than just dollars and cents. It's a reflection of the lasting impact you have on your loved ones. By preparing now, you can shape a legacy that embodies your values and aspirations. Don't delay! Begin crafting your legacy today for a brighter and fulfilling tomorrow. Let's work together to develop a plan that brings your goals to life.

Check out LPL Financial Research's Weekly Commentary on the market: “Double-Digit Earnings Growth on Tap”.

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Hoping you have a sparkling July 4th holiday filled with fun, fireworks and time spent with loved ones.