Kristen Mangus - Financial Advisor at Equitable Advisors

Kristen Mangus - Financial Advisor at Equitable Advisors I strive to give my clients confidence and clarity about their financial future!

If your kids are starting a summer job, why not look into a Custodial Roth account? Talk to your kids about how they can...
06/17/2026

If your kids are starting a summer job, why not look into a Custodial Roth account? Talk to your kids about how they can get started with tax-advantaged savings. Whether they put money in the account or you get it started for them with a gift, it’s a good way to start a great habit. For more information or to set up a meeting, drop us a note today!

We can explain the pros and cons of Custodial Roth IRA, and introduce you to some of the unique features of custodial accounts, including when kids can take control of the asset. Also, remember, with a Roth IRA, to qualify for the tax-free and penalty-free withdrawal of earnings, a Roth must meet a 5-year holding requirement and occur after age 59½. Tax-free and penalty-free withdrawals can also be taken under certain other circumstances, and the original Roth IRA owner is not required to take minimum annual withdrawals.

I’m excited about the direction Equitable Advisors is heading—because it strengthens the way we show up for clients: wit...
06/13/2026

I’m excited about the direction Equitable Advisors is heading—because it strengthens the way we show up for clients: with insight, empathy, and advice that’s built around real life, not just numbers.

My approach remains the same: I’ll start by listening to what matters to you, build a goals-based plan, and help you put it into action with strategies designed for your needs. And as your life evolves, I’ll be there to help keep your plan on track.

Advisors who lead with insight and guide with empathy—proud to live this promise for the people and families I serve. If you’d like to talk about what you’re planning for, I’m here.

Another successful round of Teeing Up Connections - where good swings meet great people. ⛳🤝Loved seeing familiar faces f...
06/04/2026

Another successful round of Teeing Up Connections - where good swings meet great people. ⛳🤝Loved seeing familiar faces from the first session, and meeting new ones!

Thank you again to Micah & Ron at Reeve's Golf Course for hosting and instruction. I'm looking forward to growing this community through the summer months. 🙂

The next session is Thursday, June 25th and you can register here https://teeingupconnectionsjune2026.eventbrite.com

See you on the range!

Enjoyed my first visit to Bethel at the Chamber Mixer hosted at the Bethel Historical Society & Museum — such a great mo...
05/30/2026

Enjoyed my first visit to Bethel at the Chamber Mixer hosted at the Bethel Historical Society & Museum — such a great morning connecting with the community!

05/21/2026

Address

4000 Smith Road, Suite 300
Cincinnati, OH
45209

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