Randy Lupi, Equitable Advisors, LLC

Randy Lupi, Equitable Advisors, LLC Equitable Advisors, LLC (NY, NY (212) 314-4600), member FINRA, SIPC. Important Information & Disclos Equal Opportunity Employer – M/F/D/V.

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. 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. 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). 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

CA Insurance Lic. # 0M82117

Planning for your child's future starts today! We want to help you learn effective ways to save for their education and ...
10/14/2024

Planning for your child's future starts today! We want to help you learn effective ways to save for their education and set them up for success. Watch our quick guide to learn more, then reach out for personalized guidance.

You already know the importance of saving and planning. Watch our guide and discover strategies to help you prepare for your children's future educational ex...

09/03/2024

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.

A guide to preparing for children’s future educational costs with options for strategies and savings and investment vehicles.

Cutting back on spending can be an important financial goal, but it isn't the only -- or best -- way to achieve financia...
08/05/2024

Cutting back on spending can be an important financial goal, but it isn't the only -- or best -- way to achieve financial success. Learn other strategies for maximizing your income and building the financial life you want.

If you feel like you could be doing better with your finances, well — sure. You probably can find room for improvement and places to optimize. But if

Did you know that engaging your children in conversations about family wealth and finances can have a profound impact on...
07/15/2024

Did you know that engaging your children in conversations about family wealth and finances can have a profound impact on their financial literacy and future success? It's time to break the silence and start these important discussions! Read more to learn why it matters. Follow me for more insights and strategies to achieve financial well-being.

For most parents, the idea of discussing the family’s money and wealth with their children has long been seen as a taboo subject. In many ways, this

Planning your summer vacation? Make the most of your travel with these money-saving strategies using travel credit cards...
06/10/2024

Planning your summer vacation? Make the most of your travel with these money-saving strategies using travel credit cards! Check out this article for great advice on how to save on your summer adventures.

Image source: The Motley Fool/Unsplash Summer is always a popular time to travel. Since there's more demand, that also means it's usually more

In this video we explore the benefits and tax advantages of these types of individual retirement accounts which can help...
05/28/2024

In this video we explore the benefits and tax advantages of these types of individual retirement accounts which can help you secure your financial future. Learn key differences between Traditional and Roth IRAs to determine which suits you best, then reach out so we can schedule time to discuss more.

Explore the benefits and tax advantages of both Roth and Traditional individual retirement account to determine which suits your personal situation best. An ...

When you take withdrawals from savings in retirement, the amounts you net are greater when they’re tax free. Asset loca...
05/13/2024

When you take withdrawals from savings in retirement, the amounts you net are greater when they’re tax free. Asset location strategies can help maximize retirement income by potentially reducing the tax you’ll pay – whether you’re in the lowest 10% tax bracket or the highest at 37%.

Contact me for more information.

Taxes may significantly impact your retirement. Learn how 401k's, life insurance, IRA's, annuities, 403b's and other retirement products can be allocated to help reduce taxes.

Roth or Traditional IRA? If you're looking to be strategic with your retirement saving, you'll want to understand the di...
04/22/2024

Roth or Traditional IRA? If you're looking to be strategic with your retirement saving, you'll want to understand the differences between them and benefits of each. This guide will give you a full overview to help you compare, contrast, and make the right choice for your lifestyle now and goals for the future. Read on for a full primer on how IRAs can work for you then connect with a financial professional for individualized guidance.

Learn the differences between Traditional and Roth IRAs and how to determine the best fit.

Dreaming of a worry-free retirement, but feeling behind? Learn how catch-up contributions can boost retirement savings f...
03/28/2024

Dreaming of a worry-free retirement, but feeling behind? Learn how catch-up contributions can boost retirement savings for folks aged 50 and up. Contact a financial professional today and take the next step towards your dream retirement!

Dreaming of a worry-free retirement, but feeling behind? Learn how catch-up contributions can boost retirement savings for folks aged 50 and up.

Where are you thriving and what do you need to grow? Learn how we approach financial well-being with a holistic focus. R...
03/12/2024

Where are you thriving and what do you need to grow? Learn how we approach financial well-being with a holistic focus. Ready to look deeper? Contact me to discuss your options.

We're all unique with different priorities. See how a financial professional considers all the important areas of your life to help you build a financial pla...

02/26/2024

If you haven't always been as on top of retirement saving as you'd like, it's not too late. This article explains what catch-up payments are and how you can use them to help you make up for lost time. Learn more, then consider reaching out to a financial professional for individual guidance on how catch-up payments can help you secure your financial future.

Learn about catch-up contributions and how they can help boost your retirement planning.

You understand that saving tax-deferred means that taxes will be owed sometime. Our strategies can help you build a tax-...
01/29/2024

You understand that saving tax-deferred means that taxes will be owed sometime. Our strategies can help you build a tax-smart retirement strategy for investing and retirement income, now and tomorrow. Is your retirement plan tax-smart?

Taxes may significantly impact your retirement. Learn how 401k's, life insurance, IRA's, annuities, 403b's and other retirement products can be allocated to help reduce taxes.

Address

Cleveland, OH
44114

Opening Hours

Monday 9am - 5pm
Tuesday 9am - 5pm
Wednesday 9am - 5pm
Thursday 9am - 5pm
Friday 9am - 5pm

Telephone

+12166158107

Website

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