John Bossle Jr., CRPC, Equitable Advisors

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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

The question everyone has: Will Social Security be around for you? Read this.
08/28/2026

The question everyone has: Will Social Security be around for you? Read this.

Some people wonder if Social Security will remain financially sound enough to pay the benefits they are owed.

What could your IRA actually produce in retirement income? Enter your balance and assumptions to see a projection of mon...
08/26/2026

What could your IRA actually produce in retirement income? Enter your balance and assumptions to see a projection of monthly withdrawals over time.

Estimate the potential monthly income your IRA balance could generate in retirement.

Chris Rock once remarked, “You don’t pay taxes – they take taxes.” That applies not only to income, but also to capital ...
08/24/2026

Chris Rock once remarked, “You don’t pay taxes – they take taxes.” That applies not only to income, but also to capital gains.

Understanding how capital gains are taxed may help you refine your investment strategies.

If you don’t have an estate strategy, here's some reasons why you should.
08/21/2026

If you don’t have an estate strategy, here's some reasons why you should.

Do you have an estate strategy? You should.

AI tools can impact retirees looking to start a consulting or small business venture. By embracing AI tools, retirees ca...
08/19/2026

AI tools can impact retirees looking to start a consulting or small business venture. By embracing AI tools, retirees can enhance productivity, save time, and increase the success of their business endeavors.

The impact that Artificial Intelligence (AI) tools can have on retirees with a consulting or small business venture.

This time of year, you may hear the phrase "tax-loss harvesting." Before moving ahead, it's best to get some guidance fr...
08/17/2026

This time of year, you may hear the phrase "tax-loss harvesting." Before moving ahead, it's best to get some guidance from a financial professional who is familiar with the strategy.

You may have heard the phrase

As health care expenses continue to climb, faster than wages and inflation, many American families struggle to afford ne...
08/14/2026

As health care expenses continue to climb, faster than wages and inflation, many American families struggle to afford necessary medical care. But tools are available to help ease the financial burden. HSAs and FSAs might help your household.

How HSAs and FSAs might help your household.

Before you start house hunting, find out what you can realistically afford. This calculator factors in your income, debt...
08/12/2026

Before you start house hunting, find out what you can realistically afford. This calculator factors in your income, debts, and down payment to give you a number.

Estimate how much home may fit within your budget based on income and expenses.

15 years or 30? The mortgage term you choose matters more than you might think. Compare your options and see what works ...
08/10/2026

15 years or 30? The mortgage term you choose matters more than you might think. Compare your options and see what works best for your situation.

Compare different mortgage term lengths side by side to find the option that fits your budget.

Selling an asset? Before you do, get a sense of what the federal capital gains tax could look like. Enter your numbers a...
08/07/2026

Selling an asset? Before you do, get a sense of what the federal capital gains tax could look like. Enter your numbers and see a quick estimate.

Estimate your potential federal capital gains tax liability on the sale of an asset.

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