Robert Gershon Financial Professional Equitable Advisors

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I help families, business owners and professionals implement financial strategies to achieve their life goals, protect their wealth, plan retirement income, maximize the transfer of wealth to loved ones and/or charities

Happy Labor Day! As summer winds down, wishing you a relaxing, fun-filled holiday spent with loved ones.
09/04/2021

Happy Labor Day! As summer winds down, wishing you a relaxing, fun-filled holiday spent with loved ones.

To everyone celebrating Rosh Hashanah, 5782 in the Hebrew calendar, we wish you a healthy, prosperous and sweet New Year...
09/03/2021

To everyone celebrating Rosh Hashanah, 5782 in the Hebrew calendar, we wish you a healthy, prosperous and sweet New Year.

Retiring early can be appealing, but doing it successfully requires careful planning and consideration. If you're thinki...
09/02/2021

Retiring early can be appealing, but doing it successfully requires careful planning and consideration. If you're thinking about heading out of the workforce, take these steps first.

Red pencil circle around 5 years retirement text -- early retirement concept getty The pandemic has caused many people to assess their priorities, and if you are considering retiring earlier than originally planned, you aren’t alone. Whether your job has changed due to COVID and is no longer as ap...

Investment firms expect inflationary spikes to be transitory as disruptions in the supply chain, labor market and overal...
09/01/2021

Investment firms expect inflationary spikes to be transitory as disruptions in the supply chain, labor market and overall price pressures begin to normalize as businesses reopen. To learn more, read on

Investment experts believe inflationary spikes to be temporary as supply chain and labor disruptions, and price pressures start to normalize as businesses start to reopen. Read on.

The real estate market is hot, and that can make it tricky to buy a home. Learn how to navigate a seller's market and, w...
08/31/2021

The real estate market is hot, and that can make it tricky to buy a home. Learn how to navigate a seller's market and, with patience, still secure the right home for your needs.

Photo: Peathegee Inc (Getty Images)The housing market isn’t overheated, it’s on fire. Both pent-up post-pandemic demand for homes and a supply shortage has pushed median sales price on existing single-family homes up 16.2% year over year during 2021's first quarter, according to the National Ass...

Preparing for the future is more than just saving for retirement. It’s creating a holistic life plan designed to help yo...
08/30/2021

Preparing for the future is more than just saving for retirement. It’s creating a holistic life plan designed to help you meet anticipated needs as well as long-term goals. Working with a financial professional can help you chart a path to achieving the future most meaningful to you. https://eqtble.co/37waNuS

No person should face discrimination for who they are. That’s why Equitable is demonstrating their commitment to diversi...
06/27/2021

No person should face discrimination for who they are. That’s why Equitable is demonstrating their commitment to diversity and inclusion by joining more than 100 companies to sign the Human Rights Campaign (HRC) Business Statement Opposing Anti-LGBTQ State Legislation. Learn more:

We are deeply concerned by the bills being introduced in state houses across the country that single out LGBTQ individuals - many specifically targeting transgender youth - for exclusion or differential treatment.

Summer is finally here! We hope yours is filled with lots of sun, fun and relaxation.
06/26/2021

Summer is finally here! We hope yours is filled with lots of sun, fun and relaxation.

Most Boomers are—or will be—caregivers for parents or a spouse. In either situation, not every family discusses their op...
06/25/2021

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.

If you have disability insurance through your employer, you may want a personal policy as well. Find out what benefits a...
06/24/2021

If you have disability insurance through your employer, you may want a personal policy as well. Find out what benefits a personal policy can provide and what factors you'll need to consider when choosing.

When I was a financial adviser, I helped many clients purchase disability insurance policies. If you're employed full-time, you may have some coverage through work, but it likely doesn't cover more than 60% of your income. A personal policy can make up the income gap, cover self-employed workers, or...

Aging doesn’t have to mean a decline in mental and physical abilities. These seven tips can help keep you ahead of the a...
06/23/2021

Aging doesn’t have to mean a decline in mental and physical abilities. These seven tips can help keep you ahead of the aging curve.

Maybe you’ve read about the “super-agers.” These are the people in their 70s and 80s who have the mental and physical capacity of those who are decades younger.1 Researchers have found that super-agers have maintained their brain tissue and brain function, as well their aerobic capacity, well ...

Of course, a second income might make it easier to get a mortgage. But you can certainly score a mortgage on your own. K...
06/22/2021

Of course, a second income might make it easier to get a mortgage. But you can certainly score a mortgage on your own. Keep reading to learn how.

Image source: Getty Images Getting a mortgage can be a tricky thing to do even when you're applying jointly with another candidate. But when you're applying solo, it can be even more challenging, because instead of relying on two incomes to get the loan amount you're after, you'll be using a single....

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333 Thornall Street 8th Floor
Edison, NJ
08837

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