Lacy Plemel - Financial Advisor, Equitable Advisors

09/02/2026

Learn how insurance deductibles work, and how they can help you save money.

Knowing how insurance deductibles work can help you save money.

09/01/2026

Check out LPL's monthly client letter.https://static.fmgsuite.com/media/documents/75289a3f-a886-4a42-b15f-b694ecc66ad7.pdf

09/01/2026

Check out LPL Financial Research's Weekly Commentary on the market: "The Cash Flow Case for Value". https://static.fmgsuite.com/media/documents/9546ba0f-a55e-4612-ab15-fde0117a63dc.pdf

08/31/2026

If you want to avoid any potential surprises at tax time, it may make sense to know where you stand when it comes to the AMT.

If you want to avoid potential surprises at tax time, it may make sense to know where you stand when it comes to the AMT.

08/28/2026

If you don’t have an estate strategy, here's some reasons why you should.

Do you have an estate strategy? You should.

08/26/2026

Health-care coverage (including Medicare) typically does not cover extended medical care.

It's important to make sure your retirement strategy anticipates health-care expenses.

08/26/2026

As the school year begins and paychecks resume, it’s a great time to revisit your financial plan.
New school year = a fresh financial reset

This is often when I encourage clients to:

➡️Review 403(b) contribution levels
➡️Reassess savings goals for the year
➡️Make small increases that can add up over time

Even modest adjustments, especially early, can make a meaningful difference down the road.

If you'd like to revisit your plan or talk through any changes, I’m always here as a resource.

Let’s connect if a quick review would be helpful.

08/24/2026

Check out LPL Financial Research's Weekly Commentary on the market: "Stock Market Tug of War: Earnings vs. Rates".https://static.fmgsuite.com/media/documents/a0060be1-be17-40a1-9322-c5c9a4871952.pdf

08/24/2026

If you are retiring earlier than expected, you may be struggling to know what comes next. A few simple steps can help you feel like you are on the right path again.

Retiring earlier than expected can be disheartening. Learn steps that can help you smoothe the road ahead.

08/21/2026

Extended-care insurance is one of the most complex types of insurance you may consider. Learn more.

Here’s a list of 8 questions to ask that may help you better understand the costs and benefits of extended-care insurance.