Jacob Dobich, Equitable Advisors

07/04/2026

06/21/2026

Happy Father's Day to the dads who make a difference in every way.

06/17/2026

A good education is one of the best advantages you can give your child and it takes hard work and smart planning. Read our guide to saving for future educational expenses-- from dealing with tuition inflation to options for investment vehicles. For personalized guidance based on your family's goals, reach out so we can talk about strategies to get you started.
https://equitable.com/perspectives/life-planning/2024/education-savings-how-parents-can-plan-for-the-future

06/11/2026

Budgeting and saving start with a few smart habits:
✔️ Track spending
✔️ Aim to cut unnecessary expenses
✔️ Set clear goals

Small steps today can help build a financial foundation for tomorrow.

Interested in more tips? Reach out by commenting below ✍️

06/03/2026

Have questions about Social Security? Join us today at 4 PM and take advantage of our live dedicated Q&A session. Register now: https://www.ascentpgh.com/events

06/03/2026

Have questions about Social Security? Spend your lunch break with us today at 12 PM and take advantage of our live dedicated Q&A session. Register now: https://www.ascentpgh.com/events

06/01/2026

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!

05/28/2026

Social Security decisions can have a lasting impact on your retirement. Don't miss our upcoming informative webinar on June 3, 2026, at 12 or 4 PM. Register now!

05/26/2026

Life changes, and so should your financial strategy. Check out this article on 13 key moments when you should make sure your financial plan is staying in line with your goals, whether it’s a job change, a milestone birthday, or market changes.

Read it here and find out when you should revisit your plan so you can stay on track!

https://static.fmgsuite.com/media/documents/1f234ff3-8459-4c82-8e93-d0e413cb726f.pdf