Rose Matos, Financial Consultant

Rose Matos, Financial Consultant Links to third-party media articles and/or websites are for general information purposes only and do not constitute an offer or solicitation of any kind.

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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

Check out LPL's monthly client letter. https://static.fmgsuite.com/media/documents/9037693b-288d-48ae-95e7-d83b5f6603fc....
06/02/2026

Check out LPL's monthly client letter.https://static.fmgsuite.com/media/documents/9037693b-288d-48ae-95e7-d83b5f6603fc.pdf

Check out LPL Financial Research's Weekly Commentary on the market: "Add Context, and Stock Market Valuations are Far". ...
06/01/2026

Check out LPL Financial Research's Weekly Commentary on the market: "Add Context, and Stock Market Valuations are Far".https://static.fmgsuite.com/media/documents/53a69ec5-417f-4f30-b2d7-c3c22f440321.pdf

Selling an asset? Before you do, get a sense of what the federal capital gains tax could look like. Enter your numbers a...
06/01/2026

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.

Retirement choices can be intimidating. This piece helps you pick the right strategy for your business and employees.
05/29/2026

Retirement choices can be intimidating. This piece helps you pick the right strategy for your business and employees.

Retirement choices can feel intimidating. Choosing the right strategy can make all the difference.

Where you save matters just as much as how much you save. See how tax-deferred growth compares to a taxable account over...
05/27/2026

Where you save matters just as much as how much you save. See how tax-deferred growth compares to a taxable account over the same time horizon.

Compare how the same contribution grows differently in taxable versus tax-deferred accounts.

Check out LPL Financial Research's Weekly Commentary on the market: "Seeds of Opportunity: The Case for Agriculture Inve...
05/26/2026

Check out LPL Financial Research's Weekly Commentary on the market: "Seeds of Opportunity: The Case for Agriculture Investments".https://static.fmgsuite.com/media/documents/9cf6b951-7c8e-4850-92b3-c2de539cb8f8.pdf

What would happen to your finances if you couldn't work? This calculator shows how long your savings might last if a dis...
05/25/2026

What would happen to your finances if you couldn't work? This calculator shows how long your savings might last if a disability affected your income.

See how long your current savings might last if a disability interrupted your income.

How much should you have in an emergency fund? Use this calculator to figure out your target based on your monthly costs...
05/22/2026

How much should you have in an emergency fund? Use this calculator to figure out your target based on your monthly costs and personal comfort level.

Find out how large your emergency fund should be based on your monthly expenses.

Thinking about refinancing your student loans? Compare your current terms with a new rate to see if refinancing could re...
05/20/2026

Thinking about refinancing your student loans? Compare your current terms with a new rate to see if refinancing could reduce what you pay over time.

Compare your current student loan terms to a potential refinance to see if it makes sense.

Check out LPL Financial Research's Weekly Commentary on the market: "Energy Shock Expected to Hit Prices Harder Than the...
05/18/2026

Check out LPL Financial Research's Weekly Commentary on the market: "Energy Shock Expected to Hit Prices Harder Than the Economy".

https://static.fmgsuite.com/media/documents/a54690d5-f997-46f4-9f3d-01f9ddf497a5.pdf

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