Jacob Schlosser Financial Professional at Equitable Advisors

05/14/2026

Many have heard they should avoid probate; do you understand what probate is and how it works?

Probate can be a completely public process, or it can be managed to include as little information as possible.

04/28/2026

Did you hear about Aretha Franklin’s handwritten will? How did Frank Sinatra keep his family from contesting his $100m estate? The examples of famous celebrities underline the need for a clear estate strategy.

The examples of famous celebrities underline the need for a clear estate strategy.

11/13/2024

Why Equitable Advisors? Experience the earning potential that comes with working as a wealth management associate.

See how Equitable Advisors wealth management firm gives financial advisors the supported independence to scale your business and serve your clients.

10/15/2024

Retire smart: Balance debt and savings GE-6740957.1 (6/24) (Exp. 6/26)
10/15 Did you know that 63% of U.S. households over 65 carry some form of debt? From credit cards to mortgages, it's important to differentiate between good and bad debt. Learn how a financial professional can help you balance saving and paying down debts to support your retirement goals, then reach out to start planning today for a debt-free future!

Many Americans over 65 carry some form of debt. From credit cards to mortgages, it's important to differentiate between good and bad debt. Learn how a financ...

10/09/2024

Why Equitable Advisors? Discover a fulfilling career where you can determine your own work-life balance.

Learn how Equitable puts you in control of your career with flexible working arrangements, professional development opportunities and a focus on diversity, equity and inclusion.

09/18/2024

Why Equitable Advisors? “I get to make an impact on the lives of the people that help everybody else.” — Allei Holway. Hear why Allei made the choice to join the Retirement Benefits Group at Equitable Advisors.

The Retirement Benefits Group at Equitable Advisors is all about making a difference. And so is Allei Holway. “This career goes way beyond the numbers – it’s...

09/17/2024

Carrying debt into retirement is a reality for an increasing number of Americans, but that doesn't mean it has to stall your long-term plans. Read our overview on debt to learn strategies to help you reduce yours while also prioritizing saving for the future. For personalized guidance, contact me to schedule a meeting so we can discuss your situation and take steps toward stability now and through each stage of life.

A guide to preparing for children’s future educational costs with options for strategies and savings and investment vehicles.

09/16/2024

Hispanic Heritage Month is an opportunity to celebrate the contributions, culture and experiences of people from Spain, Mexico, the Caribbean, and Central and South
America who make up 19% of the U.S. population.*

09/11/2024

On this tragic day in U.S. history, we remember the lives lost as well as honor the strength and courage of our fellow citizens.

09/08/2024

Happy Grandparents’ Day! We wish you a wonderful day spent with loved ones and getting extra hugs.