Wealth Management Strategies

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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Life insurance is more than just protection; it's a crucial part of a strong financial plan. It can help you secure your loved ones' future, provide peace of mind, and build wealth over time. Empower yourself with the right financial strategies—let’s talk about how life insurance can fit into your plan. Contact me to get started!

Equitable understands the important role educators play in supporting students and prioritizes investments in educators for a brighter tomorrow. Last year, nearly 4,000 educators participated in programs built to advance leadership, advocacy skills and mental well-being. Read more about these efforts in Equitable’s 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...

Why Equitable Advisors? “I get to make an impact on the lives of the people that help everybody else.” — Allei Holway. Hear why Allei made the choice to join the Retirement Benefits Group at Equitable Advisors.

A career that goes beyond the numbers – women choose Equitable Advisors for more. The Retirement Benefits Group at Equitable Advisors is all about making a difference. And so is Allei Holway. “This career goes way beyond the numbers – it’s...

If you feel stuck because your paycheck doesn't seem to stretch far enough, you're not alone. Planning for the future can feel tricky when you're trying to meet your needs right now. Watch this video to learn some key tips to help you start the process of securing your future and reduce stress. For personalized guidance, reach out today to schedule a meeting.

Stress Less with Smart Financial Planning Planning for the future can feel tricky when you’re trying to meet your needs right now. Learn some key tips to help you start the process of securing your f...

Carrying debt into retirement is a reality for an increasing number of Americans, but that doesn't mean it has to stall your long-term plans. Read our overview on debt to learn strategies to help you reduce yours while also prioritizing saving for the future. For personalized guidance, contact me to schedule a meeting so we can discuss your situation and take steps toward stability now and through each stage of life.

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.

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

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

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

Let’s talk about financial awareness! It's time to equip yourself with the knowledge to make confident decisions and establish financial stability and independence. Get in touch with me, and together, we can work towards enhancing your financial well-being and investing in your future today.

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

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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.

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.

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.

Maybe you've been saving for retirement for decades, but it's still crucial to be prepared before you start living off those retirement funds. Learn more about how to prepare. Contact me to discuss the best strategies for retiring successfully.

Six Strategies for Retiring on a Fixed Income The shift to living on a fixed income presents unique challenges and hesitations when you are approaching retirement. As CEO and president of

Many people consider paying off their mortgage in retirement an easy choice. But have you considered some of these often overlooked points?

Mortgages in Retirement Explore the benefits and drawbacks to paying off your mortgage prior to retirement with this article.

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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