Paula H Crosby - Financial Advisor at Equitable Advisors

Paula H Crosby - Financial Advisor at Equitable Advisors Links to third-party media articles and/or websites are for general information purposes only and do not constitute an offer or solicitation of any kind.

NOTE – All Facebook Messenger, e-mail and other electronic individual and group communications sent to and received from this page are subject to capture, review and archive by Equitable Advisors, LLC and to possible production upon regulator request for review. They are not intended, and should not be relied upon, as insurance, investment or financial advice. No representation as to the

accuracy or completeness of any statements, statistics, data, opinions, forecasts, or predictions provided in any third-party article and/or website content is intended or should be inferred.Duly registered representatives offer securities through Equitable Advisors, LLC (NY, NY (212) 314-4600), member FINRA, SIPC (Equitable Financial Advisors in MI & TN) and offer investment advisory products and services through Equitable Advisors, LLC, an SEC-registered investment advisor. Duly licensed agents offer annuities and insurance, including those of Equitable Financial Life Insurance Company (NY, NY) (Equitable Financial) and Equitable Financial Life Insurance Company of America (Equitable America) (an AZ stock company with main administrative office in Jersey City, NJ) respectively, through Equitable Network, LLC, (Equitable Network Insurance Agency of California, LLC, in CA; Equitable Network Insurance Agency of Utah, LLC, in UT; Equitable Network of Puerto Rico, LLC, in PR). Equal Opportunity Employer – M/F/D/V. All companies are affiliated and do not provide tax or legal advice. For financial professionals conducting business in the state of New York who hold one or more of the following designations and title respectively, please see Important Information & Disclosures in the link below: CASL, RICP, CRPC, RETIREMENT PLANNING SPECIALIST title. Important Information & Disclosures: http://bit.ly/2f98X9d

If you are retiring earlier than expected, you may be struggling to know what comes next. A few simple steps can help yo...
07/30/2025

If you are retiring earlier than expected, you may be struggling to know what comes next. A few simple steps can help you feel like you are on the right path again.

Retiring earlier than expected can be disheartening. Learn steps that can help you smoothe the road ahead.

Check out LPL Financial Research's Weekly Commentary on the market: "Economy in Uncharted Waters". https://s3.amazonaws....
07/28/2025

Check out LPL Financial Research's Weekly Commentary on the market: "Economy in Uncharted Waters".https://s3.amazonaws.com/static.contentres.com/media/documents/933c6527-0491-45e9-bd5e-bd1a454c635d.pdf

Rebalancing = restoring a portfolio to its original risk profile. Are you feeling a little off balance?
07/28/2025

Rebalancing = restoring a portfolio to its original risk profile. Are you feeling a little off balance?

Over time, different investments' performances can shift a portfolio’s intent and risk profile. Rebalancing may be critical.

When it comes to making a difference, which is better? Investing for impact or starting your own philanthropy?
07/25/2025

When it comes to making a difference, which is better? Investing for impact or starting your own philanthropy?

This fun piece can help your clients explore the benefits of impact investing versus founding a philanthropy.

07/23/2025

You face sequence of returns risk. Know what it is?

Check out LPL Financial Research's Weekly Commentary on the market: "Midyear Fixed Income, Currency, and Commodity Marke...
07/22/2025

Check out LPL Financial Research's Weekly Commentary on the market: "Midyear Fixed Income, Currency, and Commodity Markets Outlook: Higher for Longer".https://s3.amazonaws.com/static.contentres.com/media/documents/42048931-60f6-4966-b68b-dc10e461b16c.pdf

Have you heard about the new retirement contribution limits from the IRS? Read about it in our new article.
07/21/2025

Have you heard about the new retirement contribution limits from the IRS? Read about it in our new article.

A look at the new, record-high retirement contribution limits from the IRS.

Some diets lighten nothing but your wallet. Here’s a few to avoid.
07/18/2025

Some diets lighten nothing but your wallet. Here’s a few to avoid.

These food myths will really put a drain on your wallet.

It’s a long race women run toward retirement, and the steps you take now will impact tomorrow.
07/16/2025

It’s a long race women run toward retirement, and the steps you take now will impact tomorrow.

For women, retirement strategy is a long race. It’s helpful to know the route.

Check out LPL Financial Research's Weekly Commentary on the market: "Midyear Stock Market Outlook: Path to Upside Cloude...
07/14/2025

Check out LPL Financial Research's Weekly Commentary on the market: "Midyear Stock Market Outlook: Path to Upside Clouded with Uncertainty".https://s3.amazonaws.com/static.contentres.com/media/documents/3fa285f9-c6fe-4950-9608-30f030ecec25.pdf

Consider preparing for 30 years in retirement. Are your assets ready?
07/14/2025

Consider preparing for 30 years in retirement. Are your assets ready?

Estimate your monthly and annual income from various IRA types.

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Cleveland, OH

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