James Finch - Financial Advisor at Equitable Advisors

07/04/2026

Happy Independence Day! This Fourth of July, I'm proud to support the goals and ambitions that help make our independence possible — through guidance that’s personalized, thoughtful and built around what matters most.

02/11/2026

Your financial legacy is more than just dollars and cents. It's a reflection of the lasting impact you have on your loved ones. By preparing now, you can shape a legacy that embodies your values and aspirations. Don't delay! Begin crafting your legacy today for a brighter and fulfilling tomorrow. Let's work together to develop a plan that brings your goals to life.

02/02/2026

This past weekend, I had the opportunity to attend the Washington County Home Show alongside two of my colleagues, which was a new experience for us and a great reminder of how valuable in‑person conversations can be. Stepping outside of a traditional office setting and connecting with people who are already thinking about their future led to some meaningful discussions.

One of my biggest takeaways was seeing how open and curious people are about financial planning when they’re given a comfortable space to ask questions. It reinforced the importance of education, accessibility, and trust in this line of work.

I’m grateful for the opportunity to learn and grow from the experience and look forward to continuing to connect with people at future events.

01/28/2026

Approaching age 55? It’s the perfect time to start refining your financial plans for retirement and beyond. Here are key areas to focus on:

* Retirement Goals: Align your savings and investments with the lifestyle you envision for retirement.

* Social Security & Pensions: Explore strategies to optimize benefits and ensure a steady income stream.

* Estate Planning: Review or establish wills, trusts, and healthcare directives to protect your legacy and provide peace of mind with your estate attorney.

* Insurance Needs: Assess coverage to ensure it matches your evolving life situation.

* Tax Planning: Minimize tax liabilities now and in retirement with proactive strategies with the assistance of your tax professional.

Let’s connect to ensure your financial future is secure and aligned with your goals!

01/23/2026

Financial awareness is essential for reaching your goals. Manage your money by creating a spending and savings plan, setting financial goals, and learning about investing. Being financially aware empowers you to make informed decisions about your money. Contact me today and I can help you prioritize your financial future.

01/21/2026

When you begin taking withdrawals from savings in retirement, you may be surprised to learn you’re paying significant tax on your withdrawals. You can minimize the surprise when you use asset location strategies to help manage taxes and potentially maximize income. Contact me for more information. https://eqtble.co/3IyGk2U

01/12/2026

Are you looking for ways to navigate today's financial landscape with confidence? This article is a great resource you can use to help strengthen your financial foundation in this challenging environment. If you're ready to work with a professional, I can help by providing tailored guidance for your current situation. Reach out today so we can set up time to review your financial plan and explore your options.
https://eqtble.co/4c9xrJ3

01/09/2026

Have you heard about the new contribution limits from the IRS? Read about it in our article.

A look at the new retirement contribution limits from the IRS.

12/30/2025

As a new year begins, we're inspired by the progress we've made together and are excited for what's ahead, Happy New Year!

12/22/2025

Happy Holidays! We wish you and your family joy and happiness.