Murphy Leopold at Equitable Advisors

Murphy Leopold at Equitable Advisors 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.

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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). Equal Opportunity Employer – M/F/D/V. 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. Important Information & Disclosures: http://bit.ly/2f98X9d

06/05/2026

Embarking on the journey of marriage? Here are key financial steps to help you build a strong foundation together:

* Joint Financial Goals: Align on aspirations like buying a home or traveling.

* Budgeting Together: Create a joint budget to manage expenses and ensure transparency.

* Insurance Needs: Review life and health insurance to protect each other.

* Estate Planning: Update wills and set up power of attorney for peace of mind.

* Tax Implications: Explore how marriage affects your tax situation for potential savings.

* Long-term Planning: Consolidate retirement accounts and align investment strategies.

Let’s connect with your tax professional and estate attorney to tailor a financial plan that supports your shared dreams!

06/03/2026
Ready for retirement? Don’t let taxes catch you off guard! From Social Security to IRAs, each income source comes with s...
05/22/2026

Ready for retirement? Don’t let taxes catch you off guard! From Social Security to IRAs, each income source comes with specific tax implications. As a financial professional, with the assistance of your tax professional or CPA, we can help you navigate it all so you can be prepared for this next stage. Read the article for more details and then reach out today.

https://equitable.com/perspectives/life-planning/2024/navigating-taxes-on-retirement-income

💍🎊 Wedding Season is here! 🎉💐Love is in the air, and so are wedding bells. Whether you’re saying “I do,” standing by you...
05/20/2026

💍🎊 Wedding Season is here! 🎉💐

Love is in the air, and so are wedding bells. Whether you’re saying “I do,” standing by your best friend’s side, or you’re just there for the cake, wedding season is a time for joy, celebration, and creating memories that last a lifetime. 🥂🍰

Whether you are looking forward to your big day or preparing to give someone away, we are here to talk you through life’s big moments and how they can impact your future. Let us know if we can help make a trip down the aisle a little less stressful. 💒💌

Ready to enjoy your retirement? You’ve worked so hard to get here! But just like you had a plan for saving, you're going...
05/18/2026

Ready to enjoy your retirement? You’ve worked so hard to get here! But just like you had a plan for saving, you're going to want to plan how you spend those savings—also known as your decumulation strategy. A well-planned decumulation strategy can help to ensure your retirement funds last, minimizes tax burdens, and protects your investment growth. Learn how to navigate this new phase with a financial professional as a trusted ally. Watch now, then contact me for personalized guidance tailored to your specific needs.
https://youtu.be/x7MHWzO2MPg

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