Rachel Choate, Financial Advisor at Equitable Advisors

05/18/2026

Millennials started careers during the 2008 financial crisis, but debt doesn’t mean you can’t save for the future. Paying off debt and investing for the future can happen at the same time. Small, consistent steps now can create more options later. Learn how you can start managing your debt while saving for retirement, then let’s schedule time to talk. https://equitable.com/perspectives/life-planning/2024/debt-and-retirement-planning-a-guide-for-gaining-peace-of-mind?utm_medium=social-media&utm_source=MarketingSuite&utm_campaign=0226_Millennials_And_Managing_Wealth&utm_content=Millennial_Debt_Retirement

05/14/2026

Most successful families save diligently — but few think about how their assets are positioned when tax laws shift.

Spreading wealth across tax-deferred, taxable and tax-free accounts isn’t just smart diversification; it’s a buffer against whatever comes next. See what industry leaders have to say about this strategy at https://portal.equitable.com/appentry/EDoxRedirect?node_id=A2026030900002.

05/06/2026

Opportunities arise. Families grow. Priorities shift.

A well-structured financial plan gives you the flexibility to access funds when you need them — without creating unnecessary tax consequences. That’s the power of asset location: building in flexibility from the start. See how it works at https://portal.equitable.com/appentry/EDoxRedirect?node_id=A2026030900002.

05/04/2026

Many investors worry about paying more in taxes than necessary in retirement — but aren’t sure what to do about it.

That’s where asset location comes in. By aligning the right investments with the right accounts, we can help make your retirement income more tax efficient, and help you keep more of what you’ve worked for. Let’s talk about how this fits into your plan. Learn more at https://portal.equitable.com/appentry/EDoxRedirect?node_id=A2026030900002.

04/22/2026

Women investors place a significant emphasis on retirement planning. An overwhelming 90% seek financial advisors who comprehend their broader life ambitions beyond mere financial metrics. By utilizing our holistic planning techniques, we are uniquely positioned to best serve our clients. Read the full white paper here to learn more about the findings: https://portal.equitable.com/appentry/EDoxRedirect?node_id=A2025032700007

04/01/2026

Let’s talk about financial awareness! It's time to equip yourself with the knowledge to make confident decisions and establish financial stability and independence. Get in touch with me, and together, we can work towards enhancing your financial well-being and investing in your future today.

03/27/2026

Let’s work together to maximize after-tax returns and tax-free retirement income by strategically placing investments across accounts with varying tax treatments. See how it works: https://assetlocation.com?utm_medium=social-media&utm_source=MarketingSuite&utm_campaign=MS_0326_Asset_Location&utm_content=a-smarter-way-to-invest-video

03/24/2026

Asset location is quickly emerging as a powerful financial planning framework that focuses on where you hold your investments — not just what you invest in. Reach out to learn more: https://assetlocation.com?utm_medium=social-media&utm_source=MarketingSuite&utm_campaign=MS_0326_Asset_Location&utm_content=where-you-invest-matters

03/19/2026

03/12/2026

This powerful duo not only helps to create a balanced, diversified portfolio, but also helps to optimize tax efficiency across an entire portfolio. Reach out to discuss and learn more. https://assetlocation.com?utm_medium=social-media&utm_source=MarketingSuite&utm_campaign=MS_0326_Asset_Location&utm_content=location_vs_allocation