Jacob Lombardozzi, Equitable Advisors

07/27/2026

Planning your financial future? A financial professional can make all the difference. With personalized strategies and ongoing support, we'll help you navigate life’s changes and stay focused on your goals. Let’s build your path to financial confidence—together. Follow me for helpful guidance.

07/07/2026

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.

07/04/2026

Isn't it amazing to call America our home? God bless the USA!

Independence isn't merely a day on the calendar; it's part of daily life in the United States.

How are you spending this Fourth of July? Joining in the celebrations with loved ones? Relaxing under the sun and grilling? Share your plans below!

From my family to yours, wishing you a wonderful Independence Day!

06/27/2026

Life doesn’t always go as planned, but staying prepared and adaptable can make all the difference. At Equitable Advisors, we’re here to guide you through life’s big moments and everyday changes—planned or unexpected. With regular check-ins and personalized financial strategies, we’ll help you stay on track toward your goals. Watch the video to learn more. Let’s navigate life together. Contact me today to start planning for wherever life takes you!

https://www.youtube.com/watch?v=J50zyTdcB30

06/23/2026

Major student loan changes are set to take effect July 1, bringing updates to borrowing limits, repayment options, and federal aid eligibility.
New rules will limit how much some students and parents can borrow. Parent PLUS loans will be capped at $20,000 per year and $65,000 total per student, while new caps will also apply to graduate and professional degree borrowing.
Repayment options are also changing. New federal loan borrowers will have fewer choices, with options narrowing to a tiered standard repayment structure or a new income-driven option called the Repayment Assistance Program.
Borrowers currently enrolled in SAVE may also need to choose a new repayment option, with loan servicers expected to send notices about next steps.
Pell Grant rules are changing as well, including expanded eligibility for some short-term workforce training programs.
For borrowers and students, the takeaway is simple: watch for communications from loan servicers, confirm contact information is current, and review available options before deadlines arrive.

Source:

The changes will affect how much students and their parents can borrow, as well as their repayment options.

05/28/2026

Financial wellbeing is about so much more than your net worth—it’s about thriving in every aspect of life. That’s why Equitable Advisors takes a holistic approach to life planning. From nurturing meaningful relationships to making confident financial decisions, we’re here to help you grow at every stage of your journey. Watch the video to learn how we can build a plan that evolves with you. Contact me to get started.

https://www.youtube.com/watch?v=fpmnQBW8lbk

05/25/2026

05/25/2026

Plans lead to confidence. By diversifying beyond business, aligning your personal and business goals, and preparing for change, means you can move forward with greater confidence. Let’s review your plan.

05/22/2026

Disruption creates challenges, while preparation can create opportunity. Trusted financial guidance helps business owners make confident decisions through change. Read more on how I can help you navigate through disruption, then schedule time to strategize. https://bit.ly/4vz6DfE