Brad Lazar - Equitable Advisors
Equitable Advisors, LLC (NY, NY (212) 314-4600), member FINRA, SIPC. Important Information & Disclosures: http://bit.ly/2f98X9d
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18/09/2020
02/03/2018
Was just discussing #5 this weekend with my kids.
http://bit.ly/2nKaDtp
Avoiding the Trap of Financially Dependent Children Over the past few weeks, I’ve had a number of conversations with parents of adult children, both independent and dependent. Since my own children are growing older, I wanted to know about their experience helping their children get ready for independence and also making sure that when they make th...
26/02/2018
Just in time for taxes....
https://usat.ly/2CKua1w
6 things every adult should know about taxes Learning about income taxes is something every adult needs to learn.
28/12/2017
Same financial goals, new perspective? Now that's a perfect pair! Let's take another look at your strategy--get in touch today.
21/12/2017
'Tis the season to bust out your favorite comfort food recipes but adding in some seasonal eats can help keep you--and your budget--healthy and happy. Keep an eye out for these 6 wintry produce treats.
Save money, eat better with this winter produce Many fruits and veggies peak during colder months and offer beneficial nutrients. You'll also save money by choosing foods that are in season.
14/12/2017
How would your financial strategy weather the challenges of the unexpected? Be better prepared to take life's surprises in stride--take another look today.
07/12/2017
Seventy six years ago today, the USS Arizona sunk into the waters of Pearl Harbor. While the site has long since been a memorial to the those who lost their lives in the surprise attack, this is the first year that the ship could be explored as a time capsule of that solemn moment in U.S. history.
Deeper Look Inside Sunken Battleship Preserved Since Pearl Harbor Attack | National Geographic New underwater footage and interior sampling reveal remarkable preservation inside the wreckage of the U.S.S. Arizona. ➡ Subscribe: http://bit.ly/NatGeoSubsc...
30/11/2017
Another look can often reveal something you didn't see before--especially when it comes to financial strategies. Let's find new perspective together.
23/11/2017
On this day of thanks, what are you most grateful for?
16/11/2017
The holiday season is on the verge of being in full swing--which means it is a good time to make a budget for holiday spending. These 6 tips can help.
6 Ways to Stay on Budget During the Holidays Do you always stress about how much money you spend during the holidays? Here are 6 tips you can use to stick to your holiday budget and stress less.
09/11/2017
Part of honoring our military veterans this November is celebrating their commitment and sacrifice in service to our country. Listen to these touching memories that service members have shared with Story Corps.
StoryCorps Stories from people of all backgrounds and beliefs
03/11/2017
Ready to 'fall back' an hour this weekend? Here are a few tips on adjusting to the time change without disrupting your sleep schedule. Check it out:
How to sleep well during time changes Time changes can alter sleep patterns in a way that's hard on your body. Learn strategies to maintain high-quality sleep during a time change.
26/10/2017
Want to make Halloween healthier for you and your family? Take a few hints from these simple tips!
Nutrition Tips for a Healthy Halloween Losing sight of your diet over Halloween can be downright scary. Stay on top of your nutrition goals for you and your family with these tips.
19/10/2017
Meeting the increasing costs of higher education is becoming a family affair. If you are looking for ways to support your children or grandchildren in college, here are a few points to consider.
3 Common Questions From Grandparents About Saving for College Money for college from grandparents could affect a student's need-based financial aid.
12/10/2017
Falling behind on your 2017 financial goals? Regular review of your strategy can help keep you on track. Let's take a look together.
11/09/2017
Did you know you may be able to help Hurricane Harvey victims by having your employer make a charitable donation in lieu of your paid time off? Check with your employer on their policy.
http://bit.ly/2gYr5SB
IRS Provides Special Relief to Encourage Leave-Based Donation Programs for Victims of Hurricane Harvey | Internal Revenue Service IR-2017-143, Sept. 5, 2017 — The Internal Revenue Service today announced special relief designed to support leave-based donation programs to aid victims of Hurricane Harvey.
08/09/2017
The 2018 AXA Achievement Scholarship program is now open! Application deadline is 12/15/17, but only the first 10,000 applications will be considered. Apply today!
http://bit.ly/1t4oI0x
AXA Achievement(sm) Scholarship The AXA Achievement(sm) Scholarship provides $670,000 in annual scholarships to young people throughout the nation.
13/04/2017
With some advanced planning, you can get approved for a mortgage and maintain steady payments on your new home. These 4 steps can help set the stage for accomplishing both.
4 Things to Do Before Applying for a Mortgage Securing a mortgage is your ticket to homeownership, but not everyone gets approved these days. If you’re looking to increase your chances of snagging that...
23/02/2017
Great reasons to have the retirement conversation with your spouse.
http://on.mktw.net/2mpqJ8V
Why you should think like a team when saving for your retirement A his-and-hers mindset can slow your progress.
17/02/2017
Nice op-ed piece by our CEO, Mark Pearson. Scary that one-third of Americans report they have no retirement savings and 56 percent have less than $10,000 saved.
http://bit.ly/2lnUz0J
Tax reform shouldn't compromise Americans' retirement security OPINION | Congress should make retirement solutions more affordable, not less.
03/01/2017
Ready to boost your financial success in 2017? Together, we can make this your best year yet.
29/12/2016
It’s never too late for a financial check-up. Let’s set you up for success in 2017.
27/12/2016
2016 is quickly coming to an end. Here are some financial moves to prioritize before the calendar flips over.
Make These Money Moves Before the Year Ends Time is running out to make important financial moves before December 31st.
22/12/2016
Does your financial strategy support your current needs—and future goals? Let’s find the approach that can work best for you.
20/12/2016
Still looking for the perfect present? Financial security can be one of the greatest gifts you give to those you love. Take the next step, make an appointment today!
16/12/2016
Even the hardiest financial strategies could benefit from a well visit. Check up on your financial health with these 8 tips. http://bit.ly/2gDAHnb
13/12/2016
Finances can be stressful, especially during the holiday season. Treat yourself to a strategy that works for you all year round. Get started here:
Financial Management Planning Tools | Smart About Money Smart About Money provides resources to help you better manage your finances through life's ups and downs with articles, calculators, and tools.
09/12/2016
Get ahead of your year-end paperwork. Here’s a checklist to help you through:
Your Year-End Financial Checklist Practical Money Skills covers a range of personal financial literacy topics such as creating a budget, saving for retirement, and using credit wisely.
A Little About My Practice
Whether starting your career or contemplating retirement, having accumulated a sizable estate or trying to figure out how to prioritize spending, I am committed to helping my clients work toward their financial goals for themselves and their families. This is accomplished by listening to their concerns and desires, helping them better understand their current situation, and providing education and alternatives to reach their goals.
Professional Focus
As a financial professional with the Retirement Benefits Group, a specialized division of Equitable Advisors my practice focuses on retirement accumulation and distribution strategies as well as financial planning for individuals and families. I also provide retirement benefits services for many public school employers in Northeastern Illinois and Southeastern Wisconsin.
My clients share some common characteristics: they are committed to their success, have realistic expectations about their goals, embrace and respond to regular contact, want to better understand their current situation (good or not), and are receptive to alternatives and guidance to help them reach their goals.
Products/Services
Equitable Advisors provides access to financial products and services from various investment and insurance companies. This allows me to provide unbiased guidance and, as well as the ability to "shop around" for a suitable mix of products and services.
Most clients engage my services to address four areas: retirement savings and distribution, investment analysis/strategy, college saving options, and insurance planning (life, health, disability income and long term care).
What clients can expect of me
Educational approach: My goal is to fully explain financial planning topics and alternatives in an easy to understand manner.
Simplicity: Life is complicated enough without owning a lineup of financial products and services that are not coordinated or are too difficult to understand.
Accessibility: Clients can expect to be able to speak with me at times convenient to them, including evenings. It also means communications get responded to promptly, whether it is via phone, mail or e-mail.
Communication: While clients are encouraged to reach out to me at any time, I proactively contact them to keep them informed of relevant changes and topics that may impact them.
Providing options: Understanding a client's current portfolio of products and services is the first step, followed by reviewing alternatives so they can make an informed decision on how to move forward.
Education
MBA, Finance, Roosevelt University
BBA, Human Resources, University of Iowa
Professional Licenses/Designations
FINRA Series 7, 24, 66
Life, Health, and Long Term Care
Chartered Financial Consultant™
Certified Financial Planner®
Personal
My wife, Michelle, is an elementary educator having taught Kindergarten through 2nd grade. We reside in Gurnee, IL with our children Lucas and Makenzie. Outside of family and work, I enjoy coaching youth athletics and challenging myself in various endurance sports such as triathlons.