Justin Kaplan, Equitable Advisors Financial Consultant

07/25/2022

The Fed is actively attempting to control inflation, in the month of June interest rates were increased by three-quarters of a percent, the ‘biggest move’ since 1994. Interestingly the article mentions, “Policymakers have signaled that another three-quarter-point move is likely on Wednesday”. Americans need to be ready for these steadily increasing interest rates. Read more on this July 25th article to grasp a better understanding of the Fed and the US economy as we approach the next interest rate decision this week.

Central bankers around the world have been picking up the pace of rate increases. Now the big question looms: When will they slow down?

06/15/2022

What a great afternoon it was to help NY Cares to pack over 300 Hygiene and Wellness Kits for Commonpoint Queens. These kits will be going to recipients which may including students, individuals in transitional housing, older adults or other vulnerable populations. Tara Patullo, thank you for organizing this great event.

01/31/2022

The 2022 tax filing season has been open for a week already. It's time to start collecting your documents to reduce a delay this spring.

Have questions about filing your taxes or the impact of COVID expenses and benefits on your taxes and your personal finances? Check out this article from NPR and send me a message.

Taxpayers who file early and electronically should be able to avoid massive delays. But some of this year's changes will translate into smaller refunds.

01/15/2022

The latest Atlantic Re:think article looks at how your financial decisions – both big and small – play a pivotal role in living the life you want as well as building long-term wealth. Let me help you design a financial strategy that enables you to achieve your goals and ambitions. https://eqtble.co/31UDnqG

02/25/2021

Here's an interesting article I came across this morning about how the new COVID-19 relief package and the impact this round of funding might have on the short-term economic outlook.

How significant do you think this new funding round will impact the job market and inflation rates?

02/10/2021

If a year could teach someone how to accomplish success through life and career-altering obstacles, 2020 is certainly at the top of the list. Despite every challenge that 2020 presented myself and my team, we surpassed the goals we established 13 months ago, before anyone knew the severity of COVID-19.

I am immensely proud to have been named an Equitable Advisors Top-20 Advisor as a part of the Number 1 partnership team in the country for 2020, within our respective divisions! I could not have reached this incredible milestone without the support of my friends, family, amazing team, and phenomenal clients.

Also, congratulations to my partners Chris Grimes and Anthony Greco for surpassing their 2020 goals! Chris has been named an Equitable Advisors Top-10 Advisor and Anthony continues to build and lead our partnership group to maintain our Number 1 ranking.

02/01/2021

Single and nearing retirement? These tips can help you start taking charge of your estate plan now.

If you are single (whether widowed, divorced or never married) with no children or grown children, and approaching retirement, you may not have given much thought to planning your estate. You have likely been building your career, putting away money and spending your time off enjoying your favorite....

01/25/2021

Planning for a solo retirement? Don’t let going it alone feel daunting, read these tips on how singles can feel more secure about their financial future.

Millions of people across the United States are providing for themselves as they as they face retirement, making it an increasingly common theme in financial and life planning. But each situation is unique; some people are divorced or widowed, while others never married — and any of these situatio...

01/20/2021

President-elect Biden's inauguration, coupled with a 50-50 split Senate, creates an unprecedented dynamic for America's future economic policy. Historic trends, as those in the chart below from LPL Financial, may deduce that swing votes in the Senate can have an immense impact on the stock market's performance during Joe Biden's presidency. What are your thoughts?

01/19/2021

Escaping the city because of COVID-19? Here’s what you should do now to help ensure you make the right move — financially and emotionally.

For the millions of people living in our nation’s larger cities, the COVID-19 pandemic has given rise to a very fundamental question: where should I live? Whether due to safety fears about the virus itself, the emotional strain of social isolation or the economic challenges of being furloughed or ...

01/11/2021

Are you prepared to cope with a forced retirement? Here are 6 things you can do right now to ensure you’ll be ready if your retirement has been fast-tracked.

The pandemic, and its impact on the economy, has slowed life down for many people around the world. But for some, it has put them on the fast track to retirement. Here are some things you can do right now to cope if retirement has come around a little more quickly than you anticipated, and to prepar...

12/28/2020

If you’d like to help those in need but aren’t sure how to go about it during COVID-19, these ideas can help you get started.

Before the pandemic, it was easier to help. You could physically show up to assist those in need. Dish out meals at a soup kitchen, volunteer at your child’s school, visit someone in a nursing home or organize a bake sale at a sports event to raise money. Today, many people are wary of face-to-fac...