-
Home
-
Associates
- P. Nick Makriannis
- Robert Abbott
- Nicholas Antunes
- James L. Baglini
- Susan Barber
- Patrick Belniak
- Ronald Bezis, CFS
- Raj Bhanshali
- Kyle Britton
- Jared Brock
- Anna Brodeur
- Joshua Bublitz
- Alex Buhler
- John Cahill
- Tracy Cahill
- Andrew (A.J.) Camlin
- Katherine (Trina) Carlson, CFP®, ChFC
- James Carroll ChFC, CLU
- Christopher Chiocco
- Christopher Corin
- James Corrente, CLU
- Joe Costa
- Edward (Ted) Cotton, CFP®
- Christian Crays
- George Cruz
- Jackson Cryder
- Ralph Damren, CLU
- Kavita Davé
- Eric Dean
- Ross DeLuca
- Lionel Desrosiers
- William Dolan, Jr., ChFC, CLU
- Brandon Eigenberg, CFP®, ChFC®
- Gregory Emanuelson
- Trevor Farrington, LUTCF
- Christopher Flanders, MBA, CFP®
- Andrew Forte
- Michael Franchella
- James Gagne
- Tony Goes
- Eli Gonzalez
- Joshua Gould
- Michael Graziano
- Jake Gremza
- Frank Guidi, Jr. CLU
- Kiernan Haley
- Jacob Halloran
- David Harmon ChFC, CLU, MBA
- Dick Hill
- Ryan Hill
- Allei Holway
- Sheila Ierardi
- Michael Kalina
- Jawad Khokhar
- Krista Krupa
- Nolan LeBlanc
- Caroline Logozzo
- Sidney Ma, CFP®
- Susan Macdonald
- David Mack
- Jesse Margolius
- Katie McDonald
- Sean Meehan
- Matthew Miller
- Tara Mooney
- Luke Morrison
- Eric Murray
- Scott Novak
- Timothy O'Brien
- Peter O'Donnell
- Christine Pacini
- William Palmisciano, ChFC, CLU
- Phillip Panici
- Joshus Paradis, CFP®,
- Jesse Pawlowski
- Michael Petruska
- Christine Pugliese
- Gregory Quinn
- Kari Rai
- Daniel Riley
- Ricardo Rincon
- Ellen Mackey Rose
- Benjamin Rosen
- Robert Rubano, MBA
- Samuel Ruiz
- Martha Russell
- Michael Samonas
- Thomas Schreiber, CFP®
- Jennifer Seaton
- Ezra (Eddie) Shammay ChFC®, MBA
- John Sherwin
- Sara Shukis
- Louis J. Simone
- Craig Smith
- Luke T. Sotir
- Matthew Sotir
- Pieter Stalenhoef
- Ryan Stanick
- Glenn Sullivan
- Rachel Sullivan
- Gabriella Tashjian
- Nathan Theroux
- Lauren Toli
- Nick Tyler
- Philip Underwood CFP®
- Lisa VonBokel
- James Waggett, CFA, CAIA
- Poonam Walia
- Donna Walsh
- Matthew Waterhouse
- Timothy Weaton
- Richard Webber, ChFC, CLU
- Irene Zafferes
- Paul Ziolkowski
-
Calculators
- Loan Payoff
- Home Affordability
- Mortgage Refinancing
- Mortgage Acceleration
- Credit Card Debt
- Lease Payment
- Car Affordability
- Estate Taxes
- Cost of Retirement
- Impact of Inflation
- Retirement Plan Early Distribution
- Retirement Portfolio Lifespan
- Federal Income Tax
- Tax-Deferred Savings
- IRA Eligibility
- Roth IRA Conversion
- College Funding
- Savings Goals
- Savings Accumulation
- Cash Flow Analysis
- Lifetime Earnings
- Life Insurance
- Life Expectancy
- Long-Term Care Self Insurance
-
Flipbooks
- Understanding Social Security and Medicare: America’s Retirement Safety Net
- Investing Basics: Embark on Your Wealth-Building Journey
- Time to Get Tax-Savvy: Managing Your Tax Burden
- Envisioning Your Retirement: How to Prepare Today for a More Fulfilling Tomorrow
- Wealth Preservation: Planning to Leave a Legacy
- Financial Protection: Using Insurance to Help Manage Life’s Risks
-
Newsletters
- HOT TOPIC: High-Frequency Indicators: Where to Look for Signs of Recovery
- A Financial Wellness Plan Can Help Pave the Road to Retirement
- Four Things Investors Should Know About Stock Splits
- All-in-One Funds: Targeting Time or Risk?
- Working While Receiving Social Security Benefits
- Your Business: Reasons to Keep Personal and Business Finances Separate
- HOT TOPIC: Revisiting the 4% Rule
- Five Tips to Regain Your Retirement Savings Focus in 2021
- Money Market Funds in a Low Rate Environment
- Prepare Your Finances for the Next Emergency
- Gift vs. Inheritance: Consider the Tax Difference
- Take Advantage of Deductions for Business Investments
- HOT TOPIC: How COVID-19 Has Changed Consumer Behavior and the Future of Retail
- Should You Pay Off Student Loans Early or Save More for Retirement?
- Putting Your Nest Egg in Three Baskets
- Full House: Adult Children Coming Home
- Income Investors May Find Closed-End Funds on Sale
- Your Business: Could You Benefit from a Roth Conversion in 2020?
- Five Investment Tasks to Tackle by Year-End
- Three Questions to Consider During Open Enrollment
- Passive, Active, or Both?
- Your Estate: Have You Looked at These Legal Documents Lately?
- Four Steps to Rebuilding Your Business
- Return of Premium Life Insurance: Protection and Cash Back
- Accumulating Funds for Short-Term Goals
- Investing in UITs
- Business Cycle Basics: Recessions Begin and End Before We Know It
- Insurance to Help Protect Your Business from Lawsuits
-
Research Articles
- What Key Estate Planning Tools Should I Know About?
- How Can a Living Trust Help Me Control My Estate?
- What Are the Pitfalls of Probate?
- How Can My Gift Benefit Me and the Charity?
- How Can I Build and Preserve My Estate?
- How Can I Control the Distribution of My Estate?
- How Will I Pay Estate Taxes?
- What Gifting Strategies Are Available to Me?
- How Can I Benefit from a Charitable Remainder Trust?
- How Can I Benefit from a Wealth Replacement Trust?
- What Is the Best Form of Property Ownership for Me?
- History of the Federal Estate Tax
- Will Social Security Retire Before You Do?
- Social Security Income
- Retirement Plan Distributions
- How Should I Manage My Retirement Plan?
- Save Now or Save Later?
- What Is Tax Deferral?
- How Can I Keep More of My Mutual Fund Profits?
- United States Tax History
- What Is Diversification?
- What Types of Bonds Are Available?
- What Is a Bond?
- What Is a Stock Index?
- How Do Mutual Funds and Stocks Differ?
- What Is a Mutual Fund?
- What Is a Closed-End Fund?
- What Is an Annuity?
- What Is the Difference Between a Fixed Annuity and a Variable Annuity?
- What Are the Different Classes of Assets?
- What Is Asset Allocation?
- What College Investment Options Do I Have?
- What Stock and Bond Investing Alternatives Do I Have?
- What Is Dollar-Cost Averaging?
- 529 Lesson Plan: High Scores for 529 Plans
- What Are Some Tips for Managing My Money?
- How Long Will It Take to Double My Money?
- How Do Money Market Mutual Funds Work?
- What Savings Alternatives Are Available?
- How Does Inflation Affect Me?
- What Is Term Life Insurance?
- What Is Whole Life Insurance?
- What Is Universal Life Insurance?
- How Can I Maximize My Insurance Benefits?
- Do I Need Disability Income Insurance?
- How Can I Determine the Financial Strength of My Insurance Company?
- Am I Prepared for Long-Term Care Expenses?
- How Likely Am I to Need Long-Term Care?
-
Videos
-
Quote Requests
Site Map
Securities offered through Equitable Advisors, LLC (NY,NY 212-314-4600), member FINRA/SIPC (Equitable Financial Advisors in MI & TN). Investment advisory products and services offered through Equitable Advisors, LLC, an SEC registered investment advisor.
Annuity and insurance products offered through Equitable Network, LLC, which conducts business in CA as Equitable Network Insurance Agency of California, LLC, in UT as Equitable Network Insurance Agency of Utah, LLC, and in PR as Equitable Network of Puerto Rico, Inc. Equitable Advisors and its affiliates do not provide tax or legal advice. Please consult your tax and legal advisors regarding your particular circumstances. Individuals may transact business, which includes offering products and services and/or responding to inquiries, only in state(s) in which they are properly registered and/or licensed. The information in this web site is not investment or securities advice and does not constitute an offer.
Equitable Advisors, LLC is an Equal Opportunity Employer M/F/D/V
For more information about Equitable Advisors, LLC you may visit equitable.com/crs to review the firm’s Relationship Summary for Retail Investors and General Conflicts of Interest Disclosure. Equitable Advisors and Equitable Network are brand names for Equitable Advisors, LLC and Equitable Network, LLC, respectively.
Link to equitable.com