Jacob Schlosser Financial Professional at Equitable Advisors

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

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

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 is a new chapter in your life, filled with possibilities and dreams. But have you thought about securing your loved ones’ future? It's time to prioritize their well-being too! Life insurance can provide a way to leave a legacy for those who matter most to you. Contact me to learn more about your options.

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.

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

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 ...

Retirement brings many changes, including important tax considerations that can have a major impact on your income and long-term stability. Watch this video for insights into common tax and investment strategies. To make sure your personal strategy aligns with your future goals, connect with a financial professional today.

How to prepare for taxes on retirement income Retirement brings many changes, including important tax considerations that can have a major impact on your income and long-term stability. Watch this video ...

Summer is finally here! We hope yours is filled with lots of sun, fun and relaxation.

We wish dads everywhere a very Happy Father’s Day spent with loved ones.

It’s graduation season! We celebrate students on this milestone and honor the educators who instructed and supported them on this journey to pursue the possibilities.

At Equitable, we take pride in embracing a culture where uniqueness and the freedom to be yourself is celebrated.

We remember and honor the brave men and women who made the supreme sacrifice in defense of our freedoms and way of life.

As you approach retirement, you'll want to take steps to prepare your portfolio and help ensure you have strategies in place to address changes in tax obligations. This article will give you an overview of tax considerations along with tactics for financial efficiency. Read on then check in with your financial professional for individualized guidance.

Transitioning to Retirement As you get closer to retirement, there are important tax and budget considerations that can help ensure your financial well-being. Watch this video to learn...

We pay tribute to the men and women in the Armed Forces who risk their lives to ensure our freedom and rights here and abroad. Thank you for your tremendous service.

Happy Mother’s Day! We hope moms enjoy a memorable day, filled with lots of pampering, relaxation and indulgence.

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.

Nurses are vital to ensuring our well-being. We take this opportunity to show our appreciation for their dedication and work.

We wish you a happy and festive Cinco De Mayo!

It’s Jewish American Heritage Month, and we acknowledge and celebrate the countless achievements and contributions the Jewish community has made to enriching our society.

The Asian American-Pacific Islander community has made indelible contributions that have enriched our society. We uplift and celebrate them this Asian American-Pacific Islander month.

You've spent time and money planning for your retirement. As it gets closer, make sure you're ready to make the most of this big transition. Watch this video to learn more about the tax and budgeting considerations that will help ensure your long-term financial well-being, then check in with your financial professional for personalized guidance.

Transitioning to Retirement As you get closer to retirement, there are important tax and budget considerations that can help ensure your financial well-being. Watch this video to learn...

Small businesses and entrepreneurs make up the backbone of our economy. Let’s show our support for them by patronizing local businesses, retailers and restaurants, not only during National Small Business Week, but every day.

Administrative professionals are the glue that keep organizations together. As workplaces have radically changed, administrative professionals continue to tackle challenges and support teams with remarkable grace under pressure. Thanks for all you do!

Work with your financial professional to help reduce your taxes and optimize retirement income with asset location strategies.

Contact me for more information.

Tax Strategies | Equitable Taxes may significantly impact your retirement. Learn how 401k's, life insurance, IRA's, annuities, 403b's and other retirement products can be allocated to help reduce taxes.

Wishing you a Happy Passover filled with good health, prosperity and joy!

Tax day is Monday, April 15. It’s also a good time for us to review your portfolio to help ensure its utilizing tax savings strategies.

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.