Kaden Kubisz, Financial Advisor EQH

04/01/2026

The financial risks to consider when evaluating self insurance?

Choosing to bear the financial burden of an adverse event is called self-insuring. Do you know what that entails?

03/26/2026

Absolutely elated and grateful to say I have gotten a preliminary pass on the CFP exam! It’s been a grind, but definitely worth it. Appreciate everyone who supported me along the way.

Excited to continue furthering my financial planning career!

03/25/2026

The profit you make from the sale of your home may be tax exempt. Restrictions and limits apply. Here's why.

The tax rules governing profits you realize from the sale of your home have changed in recent years.

10/08/2025

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

10/02/2025

Had a fantastic time connecting with chiropractors and industry professionals at the Wisconsin Chiropractic Association Fall Convention last week!

It was a pleasure representing Equitable Advisors as a vendor and sharing how we support chiropractic practices in growing their impact.

Grateful for the conversations, connections, and community. Looking forward to what’s ahead!

09/10/2025

If you are retiring earlier than expected, you may be struggling to know what comes next. A few simple steps can help you feel like you are on the right path again.

Retiring earlier than expected can be disheartening. Learn steps that can help you smoothe the road ahead.

09/03/2025

Retirement may change your perception of investment risk.

A change in your mindset during retirement may drive changes to your portfolio.

08/27/2025

If you’re 65 or older, you may need to enroll in Medicare. We’ll help you sort through the basics to determine if you qualify. Read more here:

65 or older? It may be time to enroll in Medicare. Read to learn if you’re eligible.

08/20/2025

How much of your estate will Uncle Sam inherit? Estimate your potential estate tax liability.

This calculator helps estimate your federal estate tax liability.

08/13/2025

Many people consider paying off their mortgage in retirement an easy choice. But have you considered some of these often overlooked points?

Explore the benefits and drawbacks to paying off your mortgage prior to retirement with this article.

08/06/2025

A will may be only one of the documents you need—and one of the factors you should consider—when it comes to managing your estate.

A will may be only one of the documents you need—and one factor to consider—when it comes to managing your estate.