Evan Radin - Financial Consultant

Taxes can significantly impact your withdrawals from tax-deferred savings. With asset location strategies built into your financial plans you can help manage taxes potentially increase your retirement income. 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.

The end of the year is often a time for reflection and preparation for the future. It’s also a great time to review your financial plan so that you can look forward to retirement with confidence. Reach out to me today for help with reviewing your plan so we can make sure you’re on the right track.

As we move closer to a new year, it’s a great time to evaluate your retirement plan. Remember, the decisions you make today can impact your quality of life in the years to come. Don't wait until it's too late! I can help you review your plan and make any needed adjustments. Contact me today to discuss your options.

Did you know that Medicare may not cover long-term nursing home care? As you get closer to your expected retirement age, review your retirement plan to make sure you’ve covered all the bases. Having long-term care insurance is an important part of the plan. Learn how it can provide you with the financial protection you need to ensure that you’re prepared for any unexpected health issues. Don't wait until it's too late, start planning today and give yourself peace of mind for the future! Contact me today to review your options.

Does Medicare pay for nursing home care? As seniors age, the need for long-term care increases, particularly when a they cannot do the activities of daily living (ADL), such as getting

As you move closer to retirement, it’s important to make sure you’re financially prepared for the next phase of your life. Check out this short video that explains how you can plan for a secure future by making the right choices at the right time with your investments. Next, contact me to review your plan so we can make sure you’re on the right track.

Is your portfolio ready for retirement? Retirement planning has many different phases. When you’re closer to retiring, it is important to review your plans to make sure you’re on the right track. ...

Women are ready to take control – of their finances, careers, and futures. The latest retirement research from the Alliance for Lifetime Income and HerMoney looks at the State of Women in 2022. Learn more.

The State of Women 2022 - Protected Income In partnership with HerMoney, a digital media company, started by personal finance expert Jean Chatzky, focused on improving the relationships women have with money, the Alliance released the fifth chapter of new research, The State of Women 2022.

Planning for retirement might look a little different if you're single or partnered. Whatever your situation, we've got tips to help you think about priorities, timing, and more. Learn more about important questions to consider now, and how a financial professional can help guide you on the best path for your future.

How to plan for retirement whether you’re single or partnered Watch and learn about some key items to consider when planning for retirement. Gain knowledge on the differences between planning single vs. coupled and how...

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.

Retirement is a time of change, and it can be difficult to adjust to the new lifestyle. Your financial plan should consider all aspects of retirement, including mental health. This article has some helpful tips on how you can prepare for mental wellness during retirement. Follow me for more information on planning for retirement.

How Retirees Should Financially Plan for Mental Health One of your biggest concerns as a retiree is going to be planning for the future of your physical health. Over time, your physical health will degrade

Your career path might include a few twists, turns, or even re-starts, but your retirement planning doesn’t have to be derailed. Learn how to stay adaptable and confident through any life and career change. Have questions? Contact me to discuss your options.

how-career-change-affects-retirement Career changes can impact retirement planning but don’t need to force you off track. Learn how to prepare and the right questions to ask now.

Depending on when you started planning your retirement, it may be time to consider changes to your portfolio. This article will explain how different life phases can impact how you structure your portfolio for maximum retirement benefits. Want to learn more? Reach out to discuss.

how-to-get-your-investment-portfolio-ready-for-retirement There are certain investment and savings rules of thumb you may have followed as you began to plan for retirement. As you get closer to your goal retirement age however, strategies for smart saving and investing change. At the same time, you will begin to have a better idea about where you might be....

Thinking about and planning for future healthcare needs can feel stressful and confusing. Whether you are well on your way in your retirement journey, or just beginning the process, this article explains why big numbers or feeling overwhelmed shouldn’t stop you from imagining the retirement of your dreams. I can help. Contact me to set up a meeting.

Healthcare costs in retirement | Equitable Healthcare costs can take up a large amount of retirement savings. Most people underestimate what they’ll need, but there are ways to prepare.

Planning your retirement means balancing your needs with your dreams. Learn how recent legislative changes and smart strategies can help you feel secure and ready for everything you look forward to in your retirement. Let’s connect to review your

how-to-prepare-for-retirement-help-protect-lifestyle-dreams As you prepare for retirement there are standard expenses to include as you create a master spending plan—things like housing, health care, food, medications, and hobby and leisure spending. There are also larger purchases you may encounter. Some of these larger purchases will be related to necess...

When you take money from tax-deferred savings in retirement, you’ll pay taxes. You can help reduce taxes with asset location strategies. Paying less in taxes can mean potentially more income for you. Contact me for more information.

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Have you started talking to the kids about money and finances? Here are five suggestions for getting them on the path of developing smart financial habits as adults. https://eqtble.co/3JxKgP7

Let’s build a plan that will help you achieve financial freedom in retirement. Here are four things to consider for designing a strategy that will help enable you to pursue the possibilities in retirement. https://eqtble.co/3JqXrRQ

Learn how to take control of saving and planning so you may enjoy the future of your dreams. Working with a financial professional can help you get there. https://eqtble.co/3Jrph03

Finding financial confidence: How to get your finances on track before you retire The transition into retirement can be both exciting and daunting, but how you’ll manage your finances is probably a big part of any stress you might be feeling. Will you be able to afford to do the things you want once you retire? Will your money last as long as you live? By planning and saving ea...

Let’s work on designing a savings strategy that helps you build an emergency fund while paying down debt. Here are some things to consider. https://eqtble.co/3oN150v

Here's Why You Need an Emergency Fund Before Paying Off Debt Paying off debt is a smart move -- but only if you have a solid cushion in the bank. When you're sitting on a pile of debt, particularly of the credit card variety, it can be tempting -- and smart -- to take every spare dollar you're able to eke out and apply it to your outstanding balance. The soon...

If you’re concerned about the impact of inflation and market volatility on your assets, here are some ways to strike the right risk/reward balance to help achieve steadier gains. Contact me to review your portfolio. https://eqtble.co/3BsXnyc

When’s the last time you had an open, honest discussion about money with your family? Discussing finances with them can inform better decisions on spending and saving. I can help you start the dialogue. . https://eqtble.co/3Biw61k

What kind of debt are you carrying? Did you realize paying down high interest debt first can actually help you save more money? Let’s build a strategy together for reducing debt and saving more. . https://eqtble.co/33nqNkE

How much do you have put away for a rainy day? Let me help you develop a strategy for saving automatically so you’re prepared for the unexpected. . https://eqtble.co/3HOGTT7

Financial struggles can happen at any age. Learn how to manage through some of the most common financial difficulties for people in their twenties, thirties, forties and fifties.

Saving the pennies: How to turn your finances around at any age - Equitable Financial problems can strike at any age, whether it’s running up huge debts in your twenties, being made redundant in your thirties, or going through a punishing divorce in your forties. The good news is you can turn your fortunes around at any stage – but the earlier you tackle it the better. ...

Check out LPL Research Outlook 2022: Executive Summary.

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We salute our veterans and active military members who have given so much and continue to do so to ensure our freedoms are protected. Happy Veterans Day.

Estate planning isn't just for the elderly or the wealthy. Having an estate plan simply means you make the decisions about what would happen to your money and property in the event of your death--rather than leaving it up to lawyers, the government or the IRS. Take these steps to set up your estate plan and protect the ones you love.

Estate Planning Is More Important Than You Think An estate plan is a necessary tool that allows you to protect, maintain and manage your property if you become ill or pass away. But more than that, it can also help people make sure their minor children are protected in the event of an emergency or minimize taxes paid on assets by beneficiaries. SE...

Your retirement savings can grow exponentially through smart, simple investing. But don't let these investing myths keep you from growing your money. Learn the truth so you can be better prepared for a financially secure retirement.

3 Investing Myths That Could Get in the Way of Your Dream Retirement You'll probably need more income during retirement than what Social Security will provide you with. That's where your savings come in. But your savings shouldn't just sit in cash. Rather, you should invest your savings during your career so your money grows into a larger sum over time. A lot of peop...

If you inherit an IRA, you may wonder how best to use it. Follow these four steps to maximize your IRA inheritance.

4 Ways to Manage a Beneficiary IRA Inheriting an IRA is bittersweet. In the midst of grief, you suddenly have to bear the weight of new financial responsibility. It's important to have a firm grasp over how these accounts work as well as what you have to do to manage your inheritance as a beneficiary IRA owner. Spouses of a deceased....

Check out LPL Financial Podcast: " When Will the Fed Taper?".

When Will The Fed Taper? LPL Research strategists Ryan Detrick and Jeff Buchbinder discuss the upcoming Jackson Hole Economic Policy Symposium, potential tapering, stagflation, and the worst month for stocks.