Mina Hanna - Vice President East Region - Equitable Advisors

07/24/2026

Retaining great employees starts with showing them their future matters. This post spotlights the SIMPLE IRA as an accessible retirement option designed with smaller teams in mind, giving business owners a specific, tangible reason to start the conversation.

07/22/2026

When it comes to small business retirement options, the choices can feel overwhelming. This post highlights that a SEP-IRA, SIMPLE IRA, and 401(k) are structured differently, and that the right fit depends on business size, number of employees, and overall goals.

07/20/2026

Small business owners often think of their employees as family, but are they set up like it? This post opens the conversation around retirement options available to small business employees, reminding owners that a 401(k) isn't the only choice and that some options are built specifically for smaller teams.

07/14/2026

There are so many reasons to create a will this month, but here are three big ones to consider:

Direct Your Property: Creating a will tells the courts how you want your property distributed. Without a will, state laws will determine how your estate is divided, which may not align with your intentions.

Provide instructions to the probate court: A will can help manage the probate process, providing instructions to the court.

Designate Guardianship for Minor Children: If you have minor children, a will allows you to appoint a guardian to care for them. This crucial step directs that your children are raised by someone you trust, rather than leaving the decision to the courts.

09/26/2023

Click below to check out resources to help you understand and navigate today’s market and economic landscape.

As was widely expected, the Federal Open Market Committee (FOMC) left interest rates unchanged

08/07/2023

When you take money from tax-deferred savings in retirement, you’ll pay taxes. You can help reduce taxes with asset location strategies. Paying less in taxes can mean potentially more income for you. Contact me for more information.

07/20/2023

Click below to check out resources to help you understand and navigate today's market and economic landscape.

CPI deceleration signals downward momentum for inflation

07/13/2023

Thinking about and planning for future healthcare needs can feel stressful and confusing. Whether you are well on your way in your retirement journey, or just beginning the process, this article explains why big numbers or feeling overwhelmed shouldn’t stop you from imagining the retirement of your dreams. I can help. Contact me to set up a meeting.

Healthcare costs can take up a large amount of retirement savings. Most people underestimate what they’ll need, but there are ways to prepare.

06/13/2023

Withdrawals from tax-deferred savings are considered ordinary income. To help minimize the taxes you’ll owe once you begin to withdraw from tax-deferred accounts, consider asset location strategies. It’s a tax-smart way to manage taxes and potentially increase the amount you keep. Contact me for more information.

05/31/2023

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.