Steven Guillotel, Financial Professional

07/22/2024

By openly discussing family wealth, you can help your children understand the value of money, the importance of saving, and the concept of financial responsibility. This early exposure can set them on the path to making informed financial decisions later in life. Learn more about why you should have these essential conversations with you kids. As a financial professional, I can help ensure you’re on the right track towards securing your family’s financial well-being. Contact me to get started.

For most parents, the idea of discussing the family’s money and wealth with their children has long been seen as a taboo subject. In many ways, this

07/17/2024

Taking dream vacations with your significant other may sound amazing--and out of reach financially. But it doesn't have to be. Learn 10 tips for planning and affording to travel as a couple.

For many couples, traveling together is not just about exploring new destinations; it’s about creating lifelong memories, experiencing adventures, and

07/16/2024

Retirement is a new chapter in your life, filled with possibilities and dreams. But have you thought about securing your loved ones’ future? It's time to prioritize their well-being too! Life insurance can provide a way to leave a legacy for those who matter most to you. Contact me to learn more about your options.

07/15/2024

Did you know that engaging your children in conversations about family wealth and finances can have a profound impact on their financial literacy and future success? It's time to break the silence and start these important discussions! Read more to learn why it matters. Follow me for more insights and strategies to achieve financial well-being.

For most parents, the idea of discussing the family’s money and wealth with their children has long been seen as a taboo subject. In many ways, this

07/09/2024

Your financial legacy is more than just dollars and cents. It's a reflection of the lasting impact you have on your loved ones. By preparing now, you can shape a legacy that embodies your values and aspirations. Don't delay! Begin crafting your legacy today for a brighter and fulfilling tomorrow. Let's work together to develop a plan that brings your goals to life.

07/04/2024

Hoping you have a sparkling July 4th holiday filled with fun, fireworks and time spent with loved ones.

06/27/2024

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...

06/25/2024

When you retire, you'll still have expenses and no regular paycheck. Learn three important expenses for which you need to be prepared in retirement. Contact me to discuss how I can help you achieve your financial goals.

Our experts answer readers' investing questions and write unbiased product reviews (here's how we assess investing products). Paid non-client

06/24/2024

As summer approaches, it's important to manage your finances wisely. Here are some tips:

1. Create a budget for summer expenses and stick to it.
2. Find ways to save on summer essentials.
3. Explore cost-effective entertainment options.

By being mindful of your spending, you can make the most of the summer season without financial worries. Contact me and I can help you make this summer unforgettable without financial worries!

06/20/2024

Are you looking for ways to navigate today’s financial landscape with confidence? This article is a great resource you can use to help strengthen your financial foundation in this challenging environment. If you’re ready to work with a professional, I can help by providing tailored guidance for your current situation. Reach out today so we can set up time to review your financial plan and explore your options.

Learn about six ways to help build financial resilience so you’re prepared for uncertain times.

06/20/2024

Retirement brings many changes, including important tax considerations that can have a major impact on your income and long-term stability. Watch this video for insights into common tax and investment strategies. To make sure your personal strategy aligns with your future goals, connect with a financial professional today.

Retirement brings many changes, including important tax considerations that can have a major impact on your income and long-term stability. Watch this video ...