John Bossle Jr., CRPC, Equitable Advisors

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John Bossle Jr., CRPC, Equitable Advisors

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NOTE – All Facebook Messenger, e-mail and other electronic individual and group communications sent to and received from this page are subject to capture, review and archive by Equitable Advisors, LLC and to possible production upon regulator request for review. They are not intended, and should not be relied upon, as insurance, investment or financial advice. No representation as to the 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

10/30/2026

A special needs trust can help care for a special needs child, even after you’re gone.

A special needs trust helps care for a special needs child when you’re gone.

$Women control \$10 trillion in financial assets. That figure is expected to rise to \$30 trillion by 2030.$

10/28/2026

Women control \$10 trillion in financial assets. That figure is expected to rise to \$30 trillion by 2030.

Explore the growing influence women wield over the economy with this handy infographic.

10/26/2026

When was the last time you updated your will?

Preparing for the eventual distribution of your assets may not sound enticing. But a will puts the power in your hands.

10/23/2026

College, kids and costs.

A few strategies that may help you prepare for the cost of higher education.

10/21/2026

Information vs. instinct. Are your choices based on evidence of emotion? This piece helps answer those questions.

Information vs. instinct. Are your choices based on evidence of emotion?

10/19/2026

What do you know about net unrealized appreciation (NUA) and how it can affect your tax responsibility? When selling company stocks in your retirement account, it could prove essential.

Net Unrealized Appreciation and how it affects tax responsibilities.

10/16/2026

If you died, what would happen to your email archives, social profiles, and online accounts?

If you died, what would happen to your email archives, social profiles and online accounts?

10/14/2026

When it comes to making a difference, which is better? Investing for impact or starting your own philanthropy?

This fun piece can help your clients explore the benefits of impact investing versus founding a philanthropy.

10/12/2026

Your retirement accounts work best when coordinated like an orchestra. Discover the hierarchy of savings, investment strategies, and withdrawal approaches that may help optimize your retirement income.

Learn how to coordinate your retirement accounts like an orchestra to help maximize your retirement strategy.

10/09/2026

Concerned about the social impact of your investments?

For some, the social impact of investing is just as important as the return, perhaps more important.

Address

Louisville, KY
40299

Telephone

+14439077716

Website

http://www.equitable.com/

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