Anthony Leonardi
Equitable Advisors is a fully comprehensive planning firm that assists in developing a personalized
04/03/2021
Diversity and inclusivity help make us more compassionate and respectful to one another as we work towards a more unified society. That’s why I’m proud to stand alongside the Human Rights Campaign in supporting the Equality Act, a landmark legislation which will provide non-discrimination protections for LGBTQ+ people and strengthen civil rights laws for all Americans.
03/03/2021
Equitable’s CEO Taskforce to Advance Racial Equity and Black Leadership Network employee resource group co-sponsored a virtual discussion about systematic barriers and inclusivity with Michele Norris, journalist and founder of The Race Card, a global project to foster a broader conversation about race. I invite you to contribute a six-word essay on the Race Card Wall https://bit.ly/3ktekzL.
02/03/2021
While celebrating the remarkable accomplishments of females throughout Women’s History Month, we remain as committed as ever to encourage, empower and elevate women to achieve their goals – personally and professionally.
01/03/2021
Let’s work together to prepare your retirement budget — so you can feel confident in your future.
How to budget for retirement ahead of time As the pandemic continues, it’s not surprising that consumers are more anxious about achieving their retirement goals than they were pre-COVID, with nearly two-thirds saying they feel at least some concern over how they’ll maintain their lifestyle in retirement.* If you’re looking forward to r...
27/02/2021
Need to bounce back from a job loss? These tips can help you find a job in the midst of COVID-19. https://eqtble.co/3clVXLs
How to bounce back from a job loss: Finding a job in the midst of COVID-19 With unemployment still high in some parts of the country and potential recession on the minds of many, you may be wondering if you’ll be able to find another job after losing yours. Here are a few tips to help you make the most of your job search. Polish your resume with the “reader” in mindA...
26/02/2021
Are you concerned that taxes could possibly increase? These considerations may be of interest.
If taxes were to rise, what can I do? As government spending has risen and revenue fallen with COVID-19, some believe that an increase in taxes could be on its way. In fact, in a recent study, consumers said that higher taxes were a top concern, second only to the spread of COVID-19.
26/02/2021
Check out LPL Financial Research's Weekly Commentary on the market: "Sustainable Investing Year in Review".
25/02/2021
When parents can no longer manage their finances, it’s usually adult children who step in to help. These insights can make the process easier.
How to take over your parents’ finances when they’re no longer able If your parents’ cognitive health declines and you feel like they need help managing their finances, it may be up to you as an adult child to take over. But taking over your parents’ banking, investing and financial decisions can be a touchy subject, especially if your aging parents see it as a ...
25/02/2021
Check out LPL Market Signals Podcast "Finding Yield In A Low Yield World".
Finding Yield In A Low Yield World LPL Research discusses some under-the-radar ideas to add income to your portfolio in a low yield environment.
12/02/2021
If a friend or family member asks to borrow money, it can put you in a tricky situation. Consider these ways to help them without financially straining your relationship.
How to Lend Money to Friends and Family When it comes to loaning money to family and friends, my advice is simple: just say no. The risks and challenges of lending money to friends and family outweigh the benefits of that loan. This isn't to say that you shouldn't help family and friends in moments of need, but that a traditional loan str...
11/02/2021
With everything going on in the world, it’s more important than ever to plan your estate. These tips can help.
Six estate planning ideas everyone should consider While many people may think of estate planning as only for the very wealthy, that’s not really true. If you have possessions, you have an estate. However, according to a recent study, only 32% of people have a simple will or other type of estate planning document, down from 42% in 2017.* And, with...
11/02/2021
Danielle Thompson knows that in order to be the best financial professional possible, she needs an open architecture structure. Equitable Advisors offers her that capability. https://eqtble.co/39iZx4i
10/02/2021
Is COVID-19 complicating your divorce plans? Here’s what you can do now to make the process as straightforward as possible — financially and emotionally.
Dealing with divorce during COVID-19 In any circumstances, divorce can be a stressful and unsettling experience. But amid the challenges of COVID-19, these feelings may have become intensified for many couples. In some cases, the tensions of being in lockdown may have initiated or accelerated their decision to part ways. While for othe...
10/02/2021
At Equitable Advisors, culture and inclusion are at the heart of what we do, because we want our workforce to be as diverse as the families we serve. To truly help these diverse communities live better lives, we need more than the world-class service and top-notch financial products we’re known for. We also need you! https://eqtble.co/39iZx4i
Check out the LPL Research’s February 2021 Client Letter.
08/02/2021
Single and nearing retirement? These tips can help you start taking charge of your estate plan now. https://eqtble.co/34F0vIj
The single person's guide to smart estate planning If you are single (whether widowed, divorced or never married) with no children or grown children, and approaching retirement, you may not have given much thought to planning your estate. You have likely been building your career, putting away money and spending your time off enjoying your favorite....
Is COVID-19 complicating your divorce plans? Here’s what you can do now to make the process as straightforward as possible — financially and emotionally.
04/02/2021
Planning for a solo retirement? Don’t let going it alone feel daunting, read these tips on how singles can feel more secure about their financial future.
Planning a solo retirement: tips for singles to feel secure about their financial futures Millions of people across the United States are providing for themselves as they as they face retirement, making it an increasingly common theme in financial and life planning. But each situation is unique; some people are divorced or widowed, while others never married — and any of these situatio...
The 2021 Tax Facts At-a-Glance is an informative and practical summary of current income, and estate and gift tax rates. Also included are contribution limits for qualified plans and IRAs.
03/02/2021
Staying smart about credit card debt means looking beyond your credit score. Learn how to better manage your card balance with these key tips.
Your credit score isn't the only number that matters for your finances — you should keep a close eye on your credit card balances, too Summary List Placement A credit card balance is the amount of money charged to your credit card, and it represents how much you owe to the credit card company. It's crucial to avoid carrying a large balance on your card from month to month, because you'll need to pay your bank interest for covering....
Check out LPL Financial Research's Weekly Commentary on the market: "Small Caps Still Solid".
28/01/2021
We’re excited that Equitable Advisors has been named as one of Glassdoor’s Best Places to Work for 2021 based on employee feedback provided through the platform.
28/01/2021
See how Social Security benefits might factor into your retirement plan. Check out these frequently asked questions.
Social Security: Frequently asked questions Social Security is an important aspect of retirement income for individuals nearing or at retirement age. While it was designed as a supplemental income source for retirees, Social Security income and survivorship benefits provide a basic foundation of lifetime income to build upon when planning for...
28/01/2021
Working from home with kids around? These five tips can help make the experience as smooth and stress-free as possible — for all of you.
Five ways to master working from home with family With no clear end in sight to the COVID-19 pandemic, many of us will likely be working from home for a good while yet. Though commuting to the study, attic or kitchen table is fast becoming normal, it’s not just our professional routine that’s been upended by life under social distancing. Having...
27/01/2021
Trying to prioritize work-life balance when things feel out of balance? Here are five strategies for finding work-life balance in the new normal. https://eqtble.co/2KZjndK
Check out LPL Financial Research's Weekly Commentary on the market: "Earnings Recession is Likely Over".
22/01/2021
Check out the LPL Research’s Communication Podcast: "More Stimulus, New Policies and Stellar Earnings Season".
More Stimulus, New Policies, and Stellar Earnings Season | LPL Market Signals Podcast LPL Research explains Q4 earnings, more stimulus, impact of the Democratic blue wave on markets, and where to invest in Joe Biden’s new economic policy plan....
19/01/2021
Escaping the city because of COVID-19? Here’s what you should do now to help ensure you make the right move — financially and emotionally.
Thinking of escaping the city during the pandemic? Consider these options For the millions of people living in our nation’s larger cities, the COVID-19 pandemic has given rise to a very fundamental question: where should I live? Whether due to safety fears about the virus itself, the emotional strain of social isolation or the economic challenges of being furloughed or ...
LPL Research Outlook 2021 Executive Summary: Powering Forward features Research’s economic and market forecasts for 2021, including post-election policy, the economy, stocks, bonds, and 9 engaging charts.
LPL Research Outlook 2021: Powering Forward features Research’s economic and market forecasts for 2021, including post-election policy, the economy, stocks, bonds, and 9 engaging charts.
Check out the LPL Research’s January 2021 Client Letter.
11/01/2021
Are you prepared to cope with a forced retirement? Here are 6 things you can do right now to ensure you’ll be ready if your retirement has been fast-tracked. https://eqtble.co/3oOqZ2i
Forced into early retirement: Are you prepared to cope? The pandemic, and its impact on the economy, has slowed life down for many people around the world. But for some, it has put them on the fast track to retirement. Here are some things you can do right now to cope if retirement has come around a little more quickly than you anticipated, and to prepar...
07/01/2021
Fostering good business relationships is valuable for your bottom line. Learn how to form essential connections with the people invested in your business.
3 Tips to Building Successful Business Relationships If you’re the CEO of your business, you already encounter numerous relationships on a daily basis: with your business vendors or partners; with your employees or contractors; with your customers; with your prospective customers; and with your local community. In fact, it’s nearly impossible to r...