9 Facts About Retirement
Regardless of how you approach retirement, there are some things about it that might surprise you.
About Us
Our mission is to help our clients secure their financial well-being so they can pursue long and fulfilling lives.
Starting out
Retirement may seem far away, especially when you’re setting out on your own and starting to figure out life. But it’s never too early to dream about your future, and it’s never too early to start saving.
Juggling midlife
There's a lot you've accomplished - and likely so much more you want to do. And then there are realities of your busy day-to-day. You deserve a moment to step back and take stock of your retirement plans as you build toward your future.
Your next chapter
Whether you’re a few years away or counting the days, thinking about retirement is exciting. Knowing how your savings will support your passions, your health and your family is the peace of mind you’ve earned.
Our Promises
We Are Here for You
We get to know you and work with you as an individual, not a dollar amount or statistic.
Communication
When you have personal and practical questions, we will be ready with answers about the options that can help you make the most of what you’ve earned and saved.
Trust
We are a trusted resource to you and treat you with the respect and dignity you deserve.
Respect
We listen to you, learn, and build on your existing assets – respecting the choices you’ve made and your plans for the future.
Collaboration
We are experienced in many different fields and work together to help ensure you receive the right guidance for your situation.
The Cost of Medical Care
Learn about the risks of not having health insurance in this informative article.
What to Look for in an Extended-Care Policy
Here’s a list of 8 questions to ask that may help you better understand the costs and benefits of extended-care insurance.
The Utility of Sector Investing
Successful sector investing is dependent upon an accurate analysis about when to rotate in and out.
Social Security: Maximizing Benefits
There are other ways to maximize Social Security benefits, in addition to waiting to claim them.
Buying vs. Leasing a Car
Whatever your relationship with your car, it may eventually come time for a new one. Familiarize yourself with your options.
Who Is Your Trusted Contact?
This investment account question is vital and answered as early as possible.
First Year of Retirement: What to Expect
Understand the key financial and lifestyle shifts that happen in your first year of retirement.
Problems with Probate
Probate can be a completely public process, or it can be managed to include as little information as possible.
Helping School Administrators and Educators
As the top 403(b) provider in schools throughout the US, we work closely with educators and school administrators.
At a local level we have a relationship with SAANYS (School Administrators Association of New York State) and ASAR: Association of Supervisors & Administrators of Rochester. This relationship allows us to efficiently educate and provide financial guidance to educators and administrators in a strategic and effective manner. To learn more about how Equitable Advisors works with SAANYS, click here.
Equitable Advisors, LLC, its affiliates, and financial professionals are not affiliated or associated with any school district, state agency or retirement program.
You Ask, We Answer
Throughout the years, we've noticed common questions arise and created a write-in column to answer some of these frequent concerns publicly. Take a look at some of the articles, called "Dear Kelly" by clicking here.
