Steven Pirtle, Equitable Advisors Financial Professional

07/03/2025

What's Your Plan? here's the one we use with every client.

At the heart of every successful financial journey is a clear, structured approach. Our process is built around four key pillars:

✅ Organize – Define your goals, gather your data, and understand your financial landscape.
✅ Formalize – Analyze your current situation and create a tailored strategy.
✅ Implement – Put your plan into action with precision and care.
✅ Monitor – Stay on track with regular reviews and proactive adjustments.

Wondering how this might apply to your situation? I'd be happy to walk you through it.

08/08/2024

10/28/2021

06/29/2021

Could you afford to pay $100,000 a year* for nursing home care? Most people
can’t. Use Mutual of Omaha’s calculator to see the cost of services in your state.
https://bit.ly/3dmHEWs

*Based on the national average of $109,231.20 per year for a private room in a nursing home.
Source: Mutual of Omaha’s Cost-of-Care Study, conducted by LTCG, 2020, released April 2021

06/22/2021

"Although about half of adults turning 65 today will develop a disability that is serious enough to require assistance with daily activities of living, only 11% have long-term care insurance coverage that will help pay for the cost of care, according to the Urban Institute."

There’s a good chance you’ll need long-term care as you age. But if you’re like many Americans, you likely don’t have a plan to pay for this sort of care. Although about half of adults turning 65 today will develop a disability that is serious enough to require assistance with daily activiti...

06/15/2021

The conversation about long-term care needs has a number of layers to it, including medical preferences, expectations and abilities of family members to provide care, and even living arrangements. Contact me for recommendations to include in your future plan.

06/08/2021

Most Boomers are—or will be—caregivers for parents or a spouse. In either situation, not every family discusses their options beforehand. There’s no ideal time to decide how to prepare for long term care but I can help start the conversation.

06/01/2021

Have you thought about how you're going to help your parents "declutter" when it comes time for them to leave their long-term home? Have the discussion now and develop strategies with these tips: https://eqtble.co/2GkwxfT

The content displayed is for informational use only and does not constitute an endorsement by or represent the views of Equitable Holdings, Inc.

05/25/2021

Many of us will need care as we age, and 60% of caregiving responsibilities typically fall to women. How will you prepare?

At some point in our lives, it’s likely that we will become caregivers to an aging parent, a spouse or partner, or a family member. Here are some caregiving basics that may surprise you. Caregivers provide $470 Billion in unpaid care1 in 5 Americans are caregivers60% of caregivers are women6 in 10...

05/18/2021

Do you know what your loved ones want as they age and prepare for end-of-life care? These tips can help start the conversation.

Long-term care planning isn’t only about money and finances. It is primarily a family affair, as so many family members—the spouse or partner, the adult children, and of course the person needing care—are affected by decisions that are (or aren’t) made along the way. Why 'The Conversation' i...

05/11/2021

Alzheimer’s not only affects the individual, but the lives of their family and friends. Take steps now to prepare for the possibility of a loved one with dementia.

Not everyone is destined to get Alzheimer’s disease or another form of dementia, but unfortunately, some of us will. The good news is that 47.8 million Americans age 65 and over are Alzheimer’s free… but the bad news is that 5.6 million in the same age group will develop the disease. And the o...