Renate S. Wheeler, Equitable Advisors

02/16/2023

Mindless spending can derail any financial plan. Consider three important habits for boosting your money mindfulness and improving your financial picture.

There are many financial factors out of your control right now: rising cost of living, persistent supply chain shortages, interest rate increases, a

02/16/2023

Your financial plan should include preparing for now as well as the future. Check out these seven recommendations for financial planning, then let’s connect to review your strategy.

Stressed woman looking at finances getty One of the most common questions I get when doing personal coaching sessions is “what am I missing?” People

02/14/2023

Starting a new lifestyle can be difficult. Learn how unhealthy habits and new ways to approach small lifestyle changes can lead to positive transformations.

Credit: Pixabay/CC0 Public DomainWhile many modern-day ailments can be linked to unhealthy lifestyle choices, changing those choices can be a

09/28/2022

We're all paying more for gas, groceries and other items, and prices just keep rising. Consider 10 ideas for staying on budget despite current inflation.

Prices are rising at an alarming rate, making it increasingly difficult for households to stay on budget. However, that doesn't mean you can't keep

09/27/2022

Whether you received a federal grant or personal loan, there are multiple strategies for repaying student loan debt. This article discusses several options. Let’s review your financial situation to determine what’s best for you and for meeting your short- and long-term goals. https://eqtble.co/3SpMuoa

09/26/2022

Worried about a recession? Take these steps to be more prepared.

Runaway inflation is doing more than raising prices for the average American. It's also increasing the risk of a global recession. Citi's chief

09/23/2021

Despite its ups and downs, the stock market remains one of the best places to grow your investments over the long term. Take these three steps to start building your investment portfolio.

The stock market may be volatile, but it remains one of the most effective tools to help grow your savings. Depending on how much you can afford to invest, you can potentially accumulate hundreds of thousands of dollars with the stock market. With enough time, you may even become a millionaire inves...

09/22/2021

Losing your job is a setback, but it doesn't have to leave you destitute. Follow these steps to stay financially secure during a period of unemployment.

If you have been laid off because of the COVID-19 pandemic or any other reason, coping with the sudden change can be depressing. Rethinking how to foot your bills and replenish your income will require sobriety. Despite the anxiety, remember the next steps you take should be strategic and reasonable...

09/22/2021

A higher income is something to celebrate, but if it leads you to splurge in a number of areas in your life, that extra money will be gone quickly. Follow these six steps to enjoy increasing income without letting your lifestyle get out of hand.

When you get a significant raise at work or suddenly come into a lot more money, it can be exciting. You may feel less worried about money matters if this happens. While it can be nice to reward yourself, it's easy to experience lifestyle creep. As your income rises, you may adjust your spending to....

09/21/2021

Prices are rising on almost everything, but that's not all bad news. Inflation may be necessary for rebooting the economy, and investors can take advantage of the situation. Here's what you need to know to protect--and grow--your investments as inflation rises.

Getty Images There has been news circulating about rising inflation, and it has many people concerned. However, oftentimes the headlines fail to mention that inflation is always present in a healthy economy, and it is not necessarily a bad thing. Inflation is representative of growth that is necessa...

09/20/2021

Living on a budget sometimes gets a bad rap. But that's probably because people don't understand the truth about budgeting. Learn the truth behind these four budgeting myths.

Budgeting is something that everyone should do, but many people don't. There are many reasons for not making a budget, but unfortunately, sometimes it's misconceptions about the budgeting process that prevent people from creating this important financial document. The good news is, learning the trut...

06/20/2021

For all of the dads out there, we wish you a very Happy Father's Day spent with your loved ones!