Latrice Smith, Financial Professional, Equitable Advisors

07/28/2024

On this Parents’ Day, we recognize and celebrate the vital role parents play in their children’s growth and development. Your commitment to ensuring their well-being is inspiring.

07/25/2024

Retirement isn't just about money. A satisfying retirement includes overall well-being, health, relationships and personal fulfillment. Learn how adopting a holistic mindset can help you achieve not just financial freedom, but a more well-rounded and satisfying retirement experience. Contact me to discuss how holistic retirement planning can make a difference for your future.

To make Wealthtender free for readers, we earn money from advertisers, including financial professionals and firms that pay to be featured. This

07/25/2024

Check out LPL Financial Research's Weekly Commentary on the market: "Key Themes for Bonds in the Second Half of 2024".

07/24/2024

Giving away money can help you accomplish personal goals as well as achieve tax benefits. Read more and talk to your financial professional to learn the factors you need to know to determine how much you can give away at any age.

Deciding how much of your wealth you can comfortably give away and how much you need to retain can be a complex calculation. Depending on where you

07/22/2024

By openly discussing family wealth, you can help your children understand the value of money, the importance of saving, and the concept of financial responsibility. This early exposure can set them on the path to making informed financial decisions later in life. Learn more about why you should have these essential conversations with you kids. As a financial professional, I can help ensure you’re on the right track towards securing your family’s financial well-being. Contact me to get started.

For most parents, the idea of discussing the family’s money and wealth with their children has long been seen as a taboo subject. In many ways, this

07/18/2024

Check out LPL Financial Research's Weekly Commentary on the market: "Key Themes for Stocks in the Second Half of 2024".

07/17/2024

Taking dream vacations with your significant other may sound amazing--and out of reach financially. But it doesn't have to be. Learn 10 tips for planning and affording to travel as a couple.

For many couples, traveling together is not just about exploring new destinations; it’s about creating lifelong memories, experiencing adventures, and

07/16/2024

Retirement is a new chapter in your life, filled with possibilities and dreams. But have you thought about securing your loved ones’ future? It's time to prioritize their well-being too! Life insurance can provide a way to leave a legacy for those who matter most to you. Contact me to learn more about your options.

07/15/2024

Did you know that engaging your children in conversations about family wealth and finances can have a profound impact on their financial literacy and future success? It's time to break the silence and start these important discussions! Read more to learn why it matters. Follow me for more insights and strategies to achieve financial well-being.

For most parents, the idea of discussing the family’s money and wealth with their children has long been seen as a taboo subject. In many ways, this

07/11/2024

It's time to start preparing for your financial legacy. Whether you're single, married, or a mom, taking control of your financial future is crucial. Make a plan, invest in yourself, and secure your financial freedom. Contact me today and I can help you build the financial future you want.

07/09/2024

Your financial legacy is more than just dollars and cents. It's a reflection of the lasting impact you have on your loved ones. By preparing now, you can shape a legacy that embodies your values and aspirations. Don't delay! Begin crafting your legacy today for a brighter and fulfilling tomorrow. Let's work together to develop a plan that brings your goals to life.

07/05/2024

Check out LPL Financial Research's Weekly Commentary on the market: “Double-Digit Earnings Growth on Tap”.