Kyle Goerdt, Financial Consultant

Kyle Goerdt, Financial Consultant Bosch Financial, Inc. is not a registered investment advisor and is not owned or operated by Equitable Advisors or Equitable Network.

15 years or 30? The mortgage term you choose matters more than you might think. Compare your options and see what works ...
06/05/2026

15 years or 30? The mortgage term you choose matters more than you might think. Compare your options and see what works best for your situation.

Compare different mortgage term lengths side by side to find the option that fits your budget.

Is buying always better than renting? Not necessarily. Run the numbers on both sides to see which option makes more sens...
05/29/2026

Is buying always better than renting? Not necessarily. Run the numbers on both sides to see which option makes more sense for your situation and timeline.

Compare the long-term financial outcomes of renting versus buying a home.

With great wealth comes even greater questions. Learn more in our article.
05/22/2026

With great wealth comes even greater questions. Learn more in our article.

Preserve your high net worth with these foundational tips.

Your retirement accounts work best when coordinated like an orchestra. Discover the hierarchy of savings, investment str...
05/15/2026

Your retirement accounts work best when coordinated like an orchestra. Discover the hierarchy of savings, investment strategies, and withdrawal approaches that may help optimize your retirement income.

Learn how to coordinate your retirement accounts like an orchestra to help maximize your retirement strategy.

When Should You Claim Social Security? Let's Map Your Strategy
05/08/2026

When Should You Claim Social Security? Let's Map Your Strategy

Help clients navigate their Social Security claiming decisions with our interactive roadmap.

Medicare doesn’t cover all the health-care expenses you may experience. Enter Medigap.
05/01/2026

Medicare doesn’t cover all the health-care expenses you may experience. Enter Medigap.

Important as it is, Medicare does not cover the full range of health-care expenses you may experience in your golden years.

Take the time to think about these three things when shopping for your next vehicle.
04/24/2026

Take the time to think about these three things when shopping for your next vehicle.

Here are 3 quick tips to keep in mind when buying or leasing your next vehicle.

How many ways can you pay for college? Loans, grants, savings and investments, to name a few.
04/17/2026

How many ways can you pay for college? Loans, grants, savings and investments, to name a few.

This calculator can help you estimate how much you should be saving for college.

When was the last time you looked at the content of your portfolio? Steps to consider here.
04/10/2026

When was the last time you looked at the content of your portfolio? Steps to consider here.

Time and market performance may subtly and slowly imbalance your portfolio.

A windfall from a loved one can be both rewarding and complicated. Learn how to cope with such an outcome with this mess...
04/03/2026

A windfall from a loved one can be both rewarding and complicated. Learn how to cope with such an outcome with this message.

A windfall from a loved one can be both rewarding and complicated.

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+13195404528

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