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Latest Articles

Retirement

  • AI Tools Changing Retiree Entrepreneurship
  • How Women Can Prepare For Retirement
  • FIRE Retirement
  • Women on the Rise
  • Helpful Retirement Strategies for Women

Investment

  • Are You Ready for Your Portfolio to Make a Difference?
  • Understanding Equity Compensation
  • Estimating the Cost of College
  • Pullbacks, Corrections, and Bear Markets
  • How to Invest in LGBTQ+ Friendly Companies
  • The Pros and Cons of an NUA Strategy
  • Required Reading: The Economic Report of the President
  • The Utility of Sector Investing
  • The Anatomy of an Index

Estate

  • 3 Estate Challenges for Blended Families
  • Trends in Charitable Giving
  • Problems with Probate
  • Estate Management Checklist
  • A Brief History of Estate Taxes

Insurance

  • The Cost of Medical Care
  • The Value of Insuring Against Life’s Risks
  • When Life Insurance Becomes Taxable
  • Inventorying Your Possessions
  • Understanding Extended Care

Tax

  • How to Make the Tax Code Work for You
  • Five Most Overlooked Tax Deductions
  • Understanding Marginal Income Tax Brackets
  • Tax & Estate Strategies for Married LGBTQ+ Couples
  • Do You Owe The AMT?

Money

  • Weighing the Benefits of Prepaid Debit Cards
  • Your Emergency Fund: How Much Is Enough?
  • The Lowdown on Those Free Credit Scores
  • Making a Charitable Contribution

Lifestyle

  • Good Health is Good Business
  • Debt Stress
  • Prevent a Rift: Money Tips for Newlyweds
  • Financial Aid for Students 101
  • Personal Finance Tips for Military Families
  • Pickleball in Retirement
 

Contact

Office: (224) 381-4200

3141 Fairview Park Dr.

Suite 250

Falls Church, VA 22042

Hongmei.Deng@equitable.com

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The content is developed from sources believed to be providing accurate information. The information in this material is not intended as tax or legal advice. Please consult legal or tax professionals for specific information regarding your individual situation. Some of this material was developed and produced by FMG Suite to provide information on a topic that may be of interest. FMG Suite is not affiliated with the named representative, broker - dealer, state - or SEC - registered investment advisory firm. The opinions expressed and material provided are for general information, and should not be considered a solicitation for the purchase or sale of any security.

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Duly registered and licensed financial professionals offer securities through Equitable Advisors, LLC (NY, NY 212-314-4600), member FINRA, SIPC  (Equitable Financial Advisors in MI & TN), offer investment advisory products and services through Equitable Advisors, LLC, an SEC-registered investment advisor, and offer annuity and insurance products through Equitable Network, LLC (Equitable Network Insurance Agency of California, LLC; Equitable Network Insurance Agency of Utah, LLC; Equitable Network of Puerto Rico, Inc.).  Financial Professionals may solicit and transact business and/or respond to inquiries only in state(s) in which they are properly registered and/or qualified.  The information in this website is not investment or securities advice and does not constitute an offer. For more information about Equitable Advisors, LLC you may visit the Equitable Advisors website to review the firm’s Relationship Summary for Retail Investors and General Conflicts of Interest Disclosure.

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