Nick Baase, Equitable Advisors Financial Professional

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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

Your children's education is an important investment. We put together this guide to give an overview of strategies that ...
09/16/2024

Your children's education is an important investment. We put together this guide to give an overview of strategies that can help you save for future educational costs. Read on then reach out so we can discuss your goals for your family's future and make sure your plans are set up to support them.

A guide to preparing for children’s future educational costs with options for strategies and savings and investment vehicles.

Looking for a unique approach to achieve financial success? Cutting back on spending is just one piece of the puzzle. E...
08/19/2024

Looking for a unique approach to achieve financial success? Cutting back on spending is just one piece of the puzzle. Explore some other effective strategies to maximize your income and build the financial life you've always wanted. I’m here to help. Contact me if you’re ready for help with your financial plan.

If you feel like you could be doing better with your finances, well — sure. You probably can find room for improvement and places to optimize. But if

By openly discussing family wealth, you can help your children understand the value of money, the importance of saving, ...
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

Summer vacation season is here! Did you know using travel credit cards can help you save money? Read this article to f...
06/17/2024

Summer vacation season is here! Did you know using travel credit cards can help you save money? Read this article to find out how. Be sure to follow me for more smart money-saving strategies.

Image source: The Motley Fool/Unsplash Summer is always a popular time to travel. Since there's more demand, that also means it's usually more

Roth vs. Traditional IRA? Determining your best option depends on personal variables and future plans. Watch this video ...
05/28/2024

Roth vs. Traditional IRA? Determining your best option depends on personal variables and future plans. Watch this video to make sure you understand key differences and benefits between these two options, then let's find a time to check in so we can set up your best fit- reach out today.

Explore the benefits and tax advantages of both Roth and Traditional individual retirement account to determine which suits your personal situation best. An ...

Tired of feeling overwhelmed by your finances? It's time to simplify your financial life and start saving money. These...
05/13/2024

Tired of feeling overwhelmed by your finances? It's time to simplify your financial life and start saving money. These strategies can help you get started. If you’re ready for professional help with your financial plan, contact me to discuss your options.

Interested in simplifying your financial life? You’re not alone. After all, most people’s finances are too complicated. As a result, other parts of

In your retirement saving journey IRAs can play a crucial role in helping support your financial goals. This article wil...
04/22/2024

In your retirement saving journey IRAs can play a crucial role in helping support your financial goals. This article will give you an overview of the key differences and distinct benefits of Roth and Traditional IRAs as well as insights into rollovers and other strategic moves you might want to consider. Read on then reach out to your financial professional to check in on your plans and get personalized guidance.

Learn the differences between Traditional and Roth IRAs and how to determine the best fit.

Time for a financial check-in? If you're 50 or older, you may want to look into how catch-up contributions can boost you...
03/28/2024

Time for a financial check-in? If you're 50 or older, you may want to look into how catch-up contributions can boost your retirement savings. Learn how they work and how they might fit into your retirement strategy. Reach out to your financial professional today and make sure you're on track to achieve your retirement goals!

Dreaming of a worry-free retirement, but feeling behind? Learn how catch-up contributions can boost retirement savings for folks aged 50 and up.

You are more than your net worth and you deserve financial planning that sees the full picture. Learn how I can help eva...
03/12/2024

You are more than your net worth and you deserve financial planning that sees the full picture. Learn how I can help evaluate the whole of who you are to help you build a plan to grow and thrive at every stage. Contact me for a check-in any time

We're all unique with different priorities. See how a financial professional considers all the important areas of your life to help you build a financial pla...

02/26/2024

Sometimes life gets in the way of consistent retirement saving, but that's why catch-up payments exist! Read on to learn more about catch-up payments and how and when to use them for maximum impact. Contact your financial professional for more information and make sure your retirement dreams are within reach.

Learn about catch-up contributions and how they can help boost your retirement planning.

It’s important to consider tax-advantaged strategies that help you invest smarter while you’re saving for retirement and...
01/29/2024

It’s important to consider tax-advantaged strategies that help you invest smarter while you’re saving for retirement and can help you potentially increase your income once you get there.

There’s smart…then there’s tax-smart.

Taxes may significantly impact your retirement. Learn how 401k's, life insurance, IRA's, annuities, 403b's and other retirement products can be allocated to help reduce taxes.

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44131

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