Evan Ferguson - Equitable Advisors

Evan Ferguson - Equitable Advisors Retirement Planning | Investment Management | Insurance Solutions

If you're 50 or older, you're eligible to contribute more to your 401(k). See how those extra dollars could add up by th...
09/03/2026

If you're 50 or older, you're eligible to contribute more to your 401(k). See how those extra dollars could add up by the time you retire.

See how catch-up contributions after age 50 could significantly boost your retirement balance.

Choices, choices, choices. Make sure you know the benefits and limitations before committing your money.
09/02/2026

Choices, choices, choices. Make sure you know the benefits and limitations before committing your money.

Exchange-traded funds have some things in common with mutual funds, but there are differences, too.

Check out LPL's monthly client letter. https://static.fmgsuite.com/media/documents/75289a3f-a886-4a42-b15f-b694ecc66ad7....
09/01/2026

Check out LPL's monthly client letter.https://static.fmgsuite.com/media/documents/75289a3f-a886-4a42-b15f-b694ecc66ad7.pdf

Check out LPL Financial Research's Weekly Commentary on the market: "The Cash Flow Case for Value".  https://static.fmgs...
09/01/2026

Check out LPL Financial Research's Weekly Commentary on the market: "The Cash Flow Case for Value". https://static.fmgsuite.com/media/documents/9546ba0f-a55e-4612-ab15-fde0117a63dc.pdf

Should you focus on paying off debt or put your extra dollars to work? This calculator helps you compare both paths and ...
09/01/2026

Should you focus on paying off debt or put your extra dollars to work? This calculator helps you compare both paths and think through what makes sense for you.

Weigh the potential outcomes of paying off debt versus directing those dollars elsewhere.

Your financial future is calling. Develop a strategy for your investments today.
08/31/2026

Your financial future is calling. Develop a strategy for your investments today.

Don't let procrastination keep you from pursuing your financial dreams and goals.

How much is enough for your emergency fund?
08/28/2026

How much is enough for your emergency fund?

Having an emergency fund may help alleviate the stress and worry associated with a financial crisis.

We've witnessed firsthand the effects of identity theft on individuals and families. These incidents underscore the need...
08/27/2026

We've witnessed firsthand the effects of identity theft on individuals and families. These incidents underscore the need for proactive measures to protect against this pervasive threat.

An article informing readers about the threats of Identity Theft.

If you don’t have an estate strategy, here's some reasons why you should.
08/26/2026

If you don’t have an estate strategy, here's some reasons why you should.

Do you have an estate strategy? You should.

Periodic withdrawals in retirement may not be such a good idea.
08/25/2026

Periodic withdrawals in retirement may not be such a good idea.

Taking regular, periodic withdrawals during retirement can be quite problematic.

Address

11325 N Community House Road, Suite 450
Charlotte, NC
28277

Opening Hours

Monday 8am - 5pm
Tuesday 8am - 5pm
Wednesday 8am - 5pm
Thursday 8am - 5pm
Friday 8am - 5pm

Telephone

+17045402967

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