Glenn Sullivan, Financial Professional, Equitable Advisors, LLC

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As we prepare for the new year ahead, it's important to start planning. With that in mind, read this article to learn ab...
08/28/2023

As we prepare for the new year ahead, it's important to start planning. With that in mind, read this article to learn about some tax and financial planning ideas for 2023. With careful planning, you can help plan for a secure financial future.

Man holding binoculars standing on street sign looking to the future, This is a set of business illustrations getty It’s always a good time to plan

If you're self-employed or work on commission, managing a variable income can be challenging. Try 10 tips for financial ...
04/06/2023

If you're self-employed or work on commission, managing a variable income can be challenging. Try 10 tips for financial success on a variable income.

10 Practical Tips for Managing a Variable Income is a post originally published on: Everything Finance - Everything Finance - Its all about Money! Not

Great article from BlackRock that can get the gears turning and some ideas to start to think about when looking at your ...
02/08/2023

Great article from BlackRock that can get the gears turning and some ideas to start to think about when looking at your potential expenses in retirement!

Getting ready to retire? You’ll need a retirement budget. BlackRock guides you through several expenses to consider when estimating your retirement spending.

Retiring early sounds appealing to many people, but few are taking the steps to actually make it happen. Learn 10 steps ...
12/06/2022

Retiring early sounds appealing to many people, but few are taking the steps to actually make it happen. Learn 10 steps you can take now to retire in 10 years.

Everyone dreams of retiring early. However, it usually stops there. If you are serious about early retirement, you need to consider what steps to take

Ready to buy your first home? First, learn everything you'll need to know and do to get approved for a mortgage.
11/22/2022

Ready to buy your first home? First, learn everything you'll need to know and do to get approved for a mortgage.

Buying your first property is an exciting step. While you may have a good grasp of the general concept of a mortgage, there is a lot to learn about

Equitable is excited to announce that the 2023 Equitable Excellence℠ scholarship program is now accepting applications. ...
11/07/2022

Equitable is excited to announce that the 2023 Equitable Excellence℠ scholarship program is now accepting applications. These awards are presented annually to students who demonstrate leadership, determination, and resilience in pursuing their ambitions. Learn more at

The 2023 scholarship is now OPEN! The application period is October 18 – December 16. Moving forward, Equitable Foundation has a renewed focus to recognize students who show potential by demonstrating the qualities of leadership, determination and resilience as critical enablers of their future su...

Where's the best place to stash savings that you'll need to use within the next few years? Consider five of the best opt...
10/27/2022

Where's the best place to stash savings that you'll need to use within the next few years? Consider five of the best options for short-term savings.

Do you have a large but short-term savings goal? Perhaps, like me, you want to save at least 20% of a future home as a down payment. Maybe you want to

Are you an over-spender or an over-budgeter? Learn how to strike a balance between these two extremes.
09/01/2022

Are you an over-spender or an over-budgeter? Learn how to strike a balance between these two extremes.

Growing up in my family gave me a unique outlook on personal savings habits since my parents had very different ideas about managing money. While my

Managing money can be stressful, but it's also crucial for being able to meet your goals and create the life you want. L...
08/15/2022

Managing money can be stressful, but it's also crucial for being able to meet your goals and create the life you want. Learn how to develop financial capabilities, wellness and resilience with money.

Getty Images April is Financial Literacy Month, designed to promote greater financial understanding among children and adults. Yet, more than half of

Lifestyle creep happens when you upgrade your lifestyle every time you earn more income, so you may always feel like you...
07/20/2022

Lifestyle creep happens when you upgrade your lifestyle every time you earn more income, so you may always feel like you're broke. Learn how to stop it and get your finances and your life back on track.

Lifestyle creep is a typical pattern of spending more money than what you earn, getting used to different luxuries and conveniences as the new life

Dining out rather than cooking at home may be taking a bigger bite out of your wallet than you realize. This article com...
06/20/2022

Dining out rather than cooking at home may be taking a bigger bite out of your wallet than you realize. This article compares the costs of regularly eating out versus once in a while for truly meaningful occasions -- and how your finances may benefit from “food frugality.”

A few weeks ago, I found myself in a situation where I was really hungry but there weren't many food options around. I decided to keep my costs as low as possible, so I went into the only restaurant I could find, a nice little diner. I want to be clear during this article that I am not picking on th...

Awesome day with Phil Panici at the Health and Wellness Fair at Methuen High School. It was great to see all the familia...
05/27/2022

Awesome day with Phil Panici at the Health and Wellness Fair at Methuen High School. It was great to see all the familiar faces and have the community back together again.

Thank you to everyone that was able to organize this event!

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93 Worcester Street, Suite 103
Wellesley, MA
02481

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