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.

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Market timing and investing

Many assume that building wealth alone will create greater contentment—but social science shows that how we use our money is the key to lasting joy and satisfaction.

Couple sitting on a floor in a room that they are painting
Planning for real estate opportunities

What you need in a house can change as your family grows or as your own personal tastes and needs evolve. Maybe you’ve been working remotely more and want to create a more comfortable office space.

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)