Sara Urban LUTCF at Equitable

Sara Urban LUTCF at Equitable Financial Services, Wealth Management, Estate Planning Strategies, Pension and Retirement,College Funds, Invest Equal Opportunity Employer M/F/D/V.

NOTE - All InMail, e-mail and other electronic individual and group communications sent to and received from this SOCIAL MEDIA page are subject to capture, review and archive by Equitable Advisors, LLC and to possible production upon regulator request for review. Duly registered and licensed representatives offer securities through Equitable Advisors, LLC (NY, NY (212) 314- 4600), member FINRA, SI

PC (Equitable Financial Advisors in MI & TN), offer investment advisory products and services through Equitable Advisors, LLC, an SEC-registered investment advisor, and offer annuities and insurance through Equitable Network, LLC, (Equitable Network Insurance Agency of California, LLC; Equitable Network Insurance Agency of Utah, LLC; Equitable Network of Puerto Rico, LLC). 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, and CRPC professional designations, and RETIREMENT PLANNING SPECIALIST title. Important Information Disclosures: http://bit.ly/2f98X9d

You may not be able to prevent memory loss in a loved one, but how you respond to it will make all the difference.
09/19/2019

You may not be able to prevent memory loss in a loved one, but how you respond to it will make all the difference.

Get your parent the help they need with sensitivity and reassurance

Paying down debt is never a bad thing, but should you refinance your mortgage to do so? Find out more about the pros and...
09/12/2019

Paying down debt is never a bad thing, but should you refinance your mortgage to do so? Find out more about the pros and cons in this concise, data-packed piece.

Find out if you can use a mortgage refinance loan to pay down debt -- and if it's a good idea to do so.

If you're ready to move forward on your journey to financial wellness, it's time to take stock of these 5 metrics.
09/05/2019

If you're ready to move forward on your journey to financial wellness, it's time to take stock of these 5 metrics.

Do you know these five numbers and what they mean for your financial situation?

Yes, a traditional 401(k) is a wonderful savings vehicle, but don't overlook the power and potential of a Roth 401(k).
08/29/2019

Yes, a traditional 401(k) is a wonderful savings vehicle, but don't overlook the power and potential of a Roth 401(k).

Roth 401(k)s are becoming increasingly popular. Here's why you should consider one.

So you've started saving for the retirement of your dreams, but is the amount you're putting away enough to make it a re...
08/22/2019

So you've started saving for the retirement of your dreams, but is the amount you're putting away enough to make it a reality? Here's how to find out.

It depends on how much you spend today and what you want your golden years to look like.

There's more to saving than planning for summer vacations or emergencies. Here are 4 life milestones that need a savings...
08/15/2019

There's more to saving than planning for summer vacations or emergencies. Here are 4 life milestones that need a savings plan.

Life costs money at any age. Here are some big-ticket items you'll need to plan for.

Ready to take your retirement savings to the next level? These easily implemented mindset hacks can put you on a more fr...
08/08/2019

Ready to take your retirement savings to the next level? These easily implemented mindset hacks can put you on a more fruitful, positive trajectory.

When she wanted to save more for retirement, she took three steps to "hide" her savings and make them much harder to spend instead.

Fantasies of having enough money at your disposal to turn your whole personal finance ship around are hardly uncommon. B...
06/20/2019

Fantasies of having enough money at your disposal to turn your whole personal finance ship around are hardly uncommon. But a new study suggests it might take a whole lot less cash to get there than you suspect.

Hint: It's a smaller figure than you might think.

Think you absolutely need to have a 20 percent downpayment saved to become a homeowner? Think again.
06/13/2019

Think you absolutely need to have a 20 percent downpayment saved to become a homeowner? Think again.

(BPT) - It is a common misconception that a 20 percent down payment is required to buy a home. Advice to wait and save a large down payment is often

In your financial life it's essential to ensure your credit score is an ally not an adversary, but the "how" isn't alway...
06/06/2019

In your financial life it's essential to ensure your credit score is an ally not an adversary, but the "how" isn't always clear. That's where this concise-yet-comprehensive guide comes in.

A three-digit number can make or break your ability to buy a car or take out a mortgage. A good credit score is typically anything above 670.

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+19174183730

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