Jeremy Busa, Equitable Advisors Financial Advisor

09/17/2026

🚨🔧🌍 Protect Your Family and Your Property from Disasters 🌍🔧🚨

Did you know that September is National Preparedness Month? It's the perfect time to take action and safeguard your family and property from potential disasters. Here are some crucial steps to help you protect what matters most:

🔧 Conduct a home safety assessment: Identify potential hazards in and around your home, such as loose wiring, blocked exits, or overgrown vegetation, and take necessary measures to mitigate them.
🔧 Review your insurance coverage: Ensure that your homeowners or renters insurance policy adequately covers potential risks like floods, earthquakes, or wildfires. Consider additional coverage if needed.
🔧 Create a home inventory: Document your valuable possessions by taking photos or videos, and keep a detailed list of important items. This will assist with insurance claims in case of damage or loss.
🔧 Secure your property: Implement measures such as installing smoke detectors, carbon monoxide alarms, fire extinguishers, and sump pumps to protect against various hazards.
🔧 Develop an emergency response plan: Establish evacuation routes, designate a safe meeting point, and ensure that all family members are aware of what to do in case of a disaster.
🔧 Share information with neighbors: Encourage your neighbors to also prepare and exchange contact information, fostering a sense of community resilience.

By taking proactive steps to protect your family and property, you can mitigate the impact of disasters and increase your overall preparedness.

09/16/2026

By now, the school year has started to find its rhythm. It can be a good time to pause and check in on your own goals. Equitable's Value of an Advisor study shows that 81% of people who work with a financial professional feel confident about meeting their retirement goals, compared to 66% of those who do not. Like the small moments that create a lasting impact in the classroom, small steps toward your financial future can add up over time. If you'd like to talk through your goals, feel free to reach out. https://equitable.com/individuals/retirement-savings-plans/educators?utm_medium=social-media&utm_source=MarketingSuite&utm_campaign=0726_BTS_Sequence&utm_content=Post_02_educators

09/12/2026

🚨🔧🌍 Build a Kit with Everyone in Mind 🌍🔧🚨

Did you know that September is National Preparedness Month? It's the perfect time to make sure you and your loved ones are ready for any emergency that may come your way. Here are some essential tips to help you build a comprehensive emergency kit that can help everyone in your life:

🔧 Start with the basics: Include water, non-perishable food, and tools like a manual can opener.
🔧 Consider specific dietary needs: Add items suitable for those with allergies, dietary restrictions, or special health conditions.
🔧 Don't forget about medications: Include a supply of necessary medications and medical supplies for each family member.
🔧 Care for infants and young children: Pack formula, diapers, wipes, and any other essentials they may need.
🔧 Prioritize seniors and those with disabilities: Include extra mobility aids, hearing aids, batteries, or any other necessary assistive devices.
🔧 Remember your furry friends: Pack food, water, medications, and any other supplies your pets may need.

By building a kit that considers everyone's unique requirements, you can ensure the safety and well-being of your entire family during an emergency.

08/26/2026

As a new school year begins, it's a great opportunity to think about what you're building beyond the classroom. Equitable's Value of an Advisor study shows that educators who work with a financial professional have a median 403(b) account balance that is $29,000 higher than those who do not. Having a plan and taking consistent steps over time can make a meaningful difference in supporting your long-term goals. If you'd like to discuss your retirement plan, feel free to reach out. https://equitable.com/individuals/retirement-savings-plans/educators?utm_medium=social-media&utm_source=MarketingSuite&utm_campaign=0726_BTS_Sequence&utm_content=Post_01_educators

07/13/2026

If your kids are starting a summer job, why not look into a Custodial Roth account? Talk to your kids about how they can get started with tax-advantaged savings. Whether they put money in the account or you get it started for them with a gift, it’s a good way to start a great habit. For more information or to set up a meeting, drop us a note today!

We can explain the pros and cons of Custodial Roth IRA, and introduce you to some of the unique features of custodial accounts, including when kids can take control of the asset. Also, remember, with a Roth IRA, to qualify for the tax-free and penalty-free withdrawal of earnings, a Roth must meet a 5-year holding requirement and occur after age 59½. Tax-free and penalty-free withdrawals can also be taken under certain other circumstances, and the original Roth IRA owner is not required to take minimum annual withdrawals.

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.

06/19/2026

06/16/2026

This is a hypothetical example and is not representative of any specific investment or combination of investments. Illustration assumes Early Investor contributes $10,000 annually to a tax-deferred retirement account for ten years, while Late Investor contributes $10,000 annually for thirty years. Both accounts earn a hypothetical 6 percent annual rate of return. Consider your ability to make contributions over time before committing to a long-term strategy.

The early investor put in $100,000.
The late investor put in $300,000.

They ended up with nearly the same amount.

Let that sink in.

Starting early didn't just save money—it saved $200,000 in contributions. Same destination, a third of the effort. That's not a financial trick. That's time doing what money alone never can.

If you've been waiting for the "right time" to start investing, this chart is your sign. Save this post and share it with someone who needs to see it.

02/10/2026

Black History is American History. Proud to celebrate and reflect this month and every day.

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!