Katherine Carlson Financial Professional at Equitable Advisors

10/16/2024

Want to give to charity, but worried about giving scams? Here are six steps to ensuring your gift will actually make a difference, rather than line the pockets of scammers. Talk to your financial professional to learn more.

Between the ubiquitous bell-ringing volunteers outside grocery stores and the posh fundraisers trying to take advantage of fourth-quarter generosity,

09/18/2024

Equitable understands the important role educators play in supporting students and prioritizes investments in educators for a brighter tomorrow. Last year, nearly 4,000 educators participated in programs built to advance leadership, advocacy skills and mental well-being. Read more about these efforts in Equitable’s ESG report.

We believe delivering excellent business performance and contributing positively to society are the way forward for responsible companies. Our mission helps our clients secure financial well-being, one of the cornerstones of a healthy and vibrant society. We aspire to serve as a force for good, crea...

09/16/2024

Hispanic Heritage Month is an opportunity to celebrate the contributions, culture and experiences of people from Spain, Mexico, the Caribbean, and Central and South
America who make up 19% of the U.S. population.*

09/11/2024

On this tragic day in U.S. history, we remember the lives lost as well as honor the strength and courage of our fellow citizens.

09/08/2024

Happy Grandparents’ Day! We wish you a wonderful day spent with loved ones and getting extra hugs.

09/02/2024

Happy Labor Day! As summer winds down, enjoy a relaxing, fun-filled holiday spent with loved ones.

08/21/2024

Most people want to do their part to help make the world a better place, and charitable giving can be a meaningful way to do that. Learn 12 ways you can participate in giving to make a positive difference in your world. Be sure to ask your financial professional how they can help you maximize your charitable impact.

In a world facing numerous challenges, from poverty and inequality to environmental degradation, the power of charitable giving has never been more

08/14/2024

Are you on the path to the retirement you deserve? National Financial Awareness Day highlights the importance of smart financial decision-making and strategic
planning to help achieve a secure, fulfilling future.

08/08/2024

You don't have to be super rich to leave a legacy for your heirs. Most people hope to leave their assets to family members or organizations they support, but doing so requires planning. Learn the simple tools that can ensure your money and belongings will be distributed according to your plans when you're gone. Contact me to discuss wills, trusts and other estate planning tools.

This article is intended for educational purposes only and is not legal advice. For guidance on your personal situation, please contact a lawyer. The

07/24/2024

Giving away money can help you accomplish personal goals as well as achieve tax benefits. Read more and talk to your financial professional to learn the factors you need to know to determine how much you can give away at any age.

Deciding how much of your wealth you can comfortably give away and how much you need to retain can be a complex calculation. Depending on where you

06/26/2024

Discover our approach to holistic life planning in Equitable’s latest ESG report. We go beyond traditional financial advice by considering an individual’s sense of purpose, physical health, and emotional well-being alongside their financial goals. Read more about our approach in Equitable’s new ESG report.

We believe delivering excellent business performance and contributing positively to society are the way forward for responsible companies. Our mission helps our clients secure financial well-being, one of the cornerstones of a healthy and vibrant society. We aspire to serve as a force for good, crea...

05/29/2024

As the school year draws to a close, let’s take a moment to congratulate educators everywhere on another year well done. We appreciate all that you do for our students and communities. Watch this video to learn more about how Equitable Foundation supports educators and students inside and outside the classroom.

At Equitable, we want to support educators holistically, thinking beyond finances. Learn more about our efforts to be a force for good.