Preparing for life's biggest milestones

Equitable is committed to help you live a fulfilling life. We hope to inspire you with timely financial insights, news, tips, stories and advice.

Dad playing with child on a sofa

Providing for your family when you're gone

Your financial professional can help you take basic steps so you can protect your loved ones no matter where you are in your financial journey.
Family playing on the sofa

Financial planning for your growing family

Having children will change your life in so many ways. A financial professional can help you get your finances in order as you prepare to welcome new members of your family, by showing you how to maximize your benefits, make a budget, estimate childcare costs and begin saving money for your children’s education.
Doctor talking to a patient

Including healthcare costs in your financial plan

Your financial professional can help you plan ahead for the unexpected by choosing insurance coverage carefully, putting money away for health costs and taking advantage of tax-advantaged savings vehicles like Health Savings Accounts.
Students having a conversation

Understanding what makes education affordable

If you’ve got children or are planning a family, you may wonder how you can ever pay for college. The key is starting early, staying disciplined and employing tax-advantaged savings vehicles to help maximize your accumulation potential. Your financial professional can help you get started on developing a plan.
Woman working at a work table

Investing in your passions

Whatever your dreams may be, it takes careful financial planning to make them a reality. Your financial and tax professional can help you get started by saving for start-up costs, setting a budget and understanding the tax implications if you earn income from your side project.
Couple hiking

Saving for the experiences of a lifetime

With a little advanced planning, you can have an amazing experience without going broke or taking on credit card debt. Ask your financial professional to help you reach your dream. You can start on your journey with a few simple steps.
This informational and educational article does not offer or constitute and should not be relied upon as investment or financial advice, and the advice of your own such professionals will prevail over any information provided in this article. Equitable Advisors, LLC and its associates and affiliates do not provide tax, accounting or legal advice or services.
GE-6716857.1 (06/2024) (Exp. 06/2026)