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I am honored to attend the 2024 Life Leaders Conference. This year’s conference will be held at the Live Aqua San Miguel de Allende in Mexico from September 23-26, 2024. This beautiful location was just named the #1 vacation destination in the world by Travel and Leisure magazine.

San Miguel de Allende Was Just Voted the No. 1 City in the World — Here's How to Plan a Visit Discover the best hotels, restaurants, and things to do with this San Miguel de Allende travel guide.

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...

Looking forward to attending the 2024 Life Leaders Conference in San Miguel de Allende, Mexico. Celebrating amongst peers who lead in our protection solutions offering.

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...

Thrilled to be awarded with the 2024 Life Leaders Conference Trip Award in San Miguel de Allende, Mexico. This conference recognizes the Top Equitable Advisors financial professionals that lead in Life Protection Solutions.

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.

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.*

Click below to check out resources to help you understand and navigate today's market and economic landscape.

Mega Forces: An investment opportunity | BlackRock Investment Institute Explore how investment opportunities ranging from artificial intelligence to shifting demographics can grow your future portfolio today and well into the future.

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.

Click below to check out resources to help you understand and navigate today's market and economic landscape.

China's Growth Evolution: Opportunities and Challenges for the Global Economy | PIMCO China's economic transformation presents both challenges and opportunities for global markets.

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

Check out LPL's The Talking Point: "Market Focus is NVIDIA, PCE Inflation and 25 or 50 Basis Points".

Market Focus is NVIDIA, PCE Inflation and 25 or 50 Basis Points | LPL The Talking Point LPL’s Chief Global Strategist, Quincy Krosby, discusses the potential impact of the Fed’s upcoming rate cut and the labor market’s influence on economic p

Check out the LPL's Market Signals Podcast "What Jackson Hole Means for Markets."

What the Fed’s Jackson Hole Meeting Means for Markets LPL discusses the S&P 500’s rebound back to near record highs and highlights key takeaways from the Federal Reserve’s meeting last week in Jackson Hole, WY.

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

Nearly a third of retirees indicate they are spending money faster than they anticipated. Reach out to see how strategies from Equitable Financial can help provide you with a steady stream of guaranteed retirement income for life, as well as potential for growth.

Structured Capital Strategies Income | Equitable Structured Capital Strategies® Income variable annuity provides a way to accumulate your retirement savings and help cover the gap in retirement income with a built-in Guaranteed Lifetime Withdrawal Benefit (GLWB), providing income that lasts a lifetime. You can look to your future with confidence ...

Nearly half of retirees acknowledge that spending their savings gives them anxiety. Reach out to see how strategies from Equitable Financial can help provide you with guaranteed income in retirement.

Variable Annuity | Retirement Cornerstone® | Equitable Equitable's Retirement Cornerstone is a tax-deferred variable annuity that provides insurance policy holders with both an investment account and a protected benefit account.

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

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.

Who knew how much of a difference body language could make? Linda Clemons was an absolutely incredible speaker and I can’t wait to apply what I learned with my friends, family and business!

Check out LPL Research’s Global Portfolio Strategy "July Gains Give Way to August
Volatility".

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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.

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.

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.

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

You don't have to be super rich to leave a legacy for your heirs. Most people hope to leave their assets to family members or organizations they support, but doing so requires planning. Learn the simple tools that can ensure your money and belongings will be distributed according to your plans when you're gone. Contact me to discuss wills, trusts and other estate planning tools.

Generational Wealth Isn't Just for Zillionaires: 2 Ways to Seal Your Legacy This article is intended for educational purposes only and is not legal advice. For guidance on your personal situation, please contact a lawyer. The

Check out LPL's The Talking Point: "Big Tech Earnings and Important Fed Meeting Highlight the Week Ahead".

Big Tech Earnings and Important Fed Meeting Highlight the Week Ahead | LPL The Talking Point LPL’s Chief Global Strategist Quincy Krosby discusses the week ahead including big tech earnings, an important Fed meeting, and payroll report. Tracking: #60

Check out the LPL's Market Signals Podcast "Small Caps, Central Banks, and Earnings".

Small Caps, Central Bank Meetings, Earnings Season Takeaways LPL strategists the rally in small caps, preview this week’s central bank meetings, and discuss provide some key takeaways from earnings season. Learn more.

National Senior Citizens Day is an opportunity to celebrate our oldest generation, and to thank them for their wisdom and recognize their accomplishments.

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.

Click below to check out resources to help you understand and navigate today’s market and economic landscape.

Developed Market Public Debt: Risks and Realities | PIMCO In the post-pandemic fiscal landscape, government debt trajectories may be volatile, but appear broadly sustainable.