David Pozolo - Financial Professional, Equitable Advisors

David Pozolo - Financial Professional, 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

If you're just focused on paying the bills each month, it can be difficult to locate money to allow you to do the things...
10/21/2022

If you're just focused on paying the bills each month, it can be difficult to locate money to allow you to do the things you enjoy. Consider four steps to budgeting for your hobbies and interests, and make sure you'll get to enjoy some of your hard-earned money.

Outside of work, you may be looking for something fun to do to balance things out. This is when our hobbies and interests come in to fill this need.

It’s natural to want to help your child pay for higher education. However, before cosigning a loan, it’s a good idea to ...
10/19/2022

It’s natural to want to help your child pay for higher education. However, before cosigning a loan, it’s a good idea to have an honest conversation about the costs, what you can afford and expectations for when they assume any remaining debt. This article discusses things to consider before cosigning a student loan. I’m available if you want to review your finances or discuss a plan of action. https://eqtble.co/3T2tHQ3

Educators dedicate their time to make a difference in other’s lives while facing many challenges and trying to find a he...
10/17/2022

Educators dedicate their time to make a difference in other’s lives while facing many challenges and trying to find a healthy work-life balance. Learn how some teachers managed both. https://eqtble.co/3LVtjAh

Getting your first paycheck for your first "real job" is a milestone occasion, and a great opportunity to make smart dec...
10/13/2022

Getting your first paycheck for your first "real job" is a milestone occasion, and a great opportunity to make smart decisions for your financial life. Learn three smart moves to make with your first paycheck to get started on the right path.

Managed properly, a higher paying job can help you build wealth and pay off debt much faster Here are three smart moves to make after receiving your

Check out the LPL's Market Signals Podcast: "Markets, Central Bank, Consumer Confidence: Historic Global Moves".
10/11/2022

Check out the LPL's Market Signals Podcast: "Markets, Central Bank, Consumer Confidence: Historic Global Moves".

LPL Research discusses historic moves in the currency markets, aggressive central bank actions, and updates on consumer confidence. Learn what they have to say.

If you're leaving your job, you'll need to make a decision about what to do with your 401k. Learn more about your option...
10/03/2022

If you're leaving your job, you'll need to make a decision about what to do with your 401k. Learn more about your options.

When you quit a job, you typically have to decide the fate of your 401k. In some cases, the idea of cashing the account out might be particularly

Your mental health can have a direct effect on your finances, and vice versa. Learn more about how the two are related, ...
09/30/2022

Your mental health can have a direct effect on your finances, and vice versa. Learn more about how the two are related, and the steps you can take to get healthier both mentally and financially.

How Mental Health Affects Your Finances is a post originally published on: Everything Finance - Everything Finance - Its all about Money! It is

Whether you received a federal grant or personal loan, there are multiple strategies for repaying student loan debt. Thi...
09/28/2022

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

09/27/2022

As an Equitable Advisors financial professional, I understand that financial retirement planning may feel challenging so let me help you make an impact now and prepare for the future you want for you and generations to come. Contact me to discuss your plans.

Check out the LPL's Market Signals Podcast "Inflation, Inflation, Inflation! What It Means for the Fed".
09/25/2022

Check out the LPL's Market Signals Podcast "Inflation, Inflation, Inflation! What It Means for the Fed".

LPL Research discusses what the higher than expected August CPI report means for the Fed, the markets, and if a soft landing is still in the cards.

09/23/2022

As an Equitable Advisors financial professional, I understand that planning for your future isn’t just about money - it’s about what it allows you to do. Let me help you build a financial plan to help you live your best financial life. Contact me to discuss your plans.

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Grand Rapids, MI
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