Lauren Toli, Financial Professional

12/21/2023

If you have been contemplating reaching out to a financial professional to discuss your current financial situation and plans for retirement, we are here to help. Contact me to see how I can assist you in planning for your specific needs.

12/19/2023

As our parents age, it’s important that we are prepared for expected and unexpected changes. Read this article to learn more and let’s talk about how a financial professional can help with this process.

As we begin the caregiving journey, we are mainly concerned about our aging parents’ well-being and safety. This can be a difficult time psychologically for adult children as they watch their parents, once vital and in charge, become frail and in need of help. In the rush to deal with day-to-day p...

12/14/2023

Ladies, as the year comes to a close, it's essential for us to prepare for year-end financial planning. Don't underestimate the power of preparation. Prepare for a prosperous future by reaching out to me for guidance. Together, we will address your financial goals!

12/05/2023

The Equitable Foundation is proud to support the Equitable Excellence scholarship. Last year, over half of recipients were first generation college students, demonstrating the Equitable Foundation’s commitment to supporting college access and career readiness in the communities where we live and work. The deadline for this year’s application is Dec 18th – Apply today!

We are pleased to announce our 2024 Equitable Excellence Scholarship® application period is now open and will be active until December 18th, 2023, 3:00 p.m. CST. This year, Equitable Foundation has a renewed focus to recognize students who demonstrate ambition and self-drive to be a force for good...

11/30/2023

Careers these days rarely follow a straight path. Family caretaking responsibilities, industry changes, or personal pursuits might all lead to employment gaps. Learn how you can help keep your retirement goals secure even with breaks in your career. From protecting existing retirement accounts to making the most of your break with continuing education and networking, learn strategies and tactics then contact me and I can help you stay on track. h

Learn how to lessen the impact of a career break on your savings and investments and stay on track for retirement planning.

11/21/2023

In order to build generational wealth, it is important to start good behaviors early – there is no such thing as “too soon.” Let’s talk about what habits you can practice to help lay a foundation for generational wealth, and be sure to read this article to learn more about other ways to save.

Happy young family getty Many parents are looking for ways to give their kids a bright future. While money can’t necessarily buy happiness for our

11/09/2023

Protecting your future is essential, especially for women. Long term care insurance should be a part of every woman's financial plan. Ensure your future by safeguarding your health and wealth. Reach out to me now for guidance and personalized strategies. Let’s work together to help protect your peace of mind together!

10/26/2023

Despite advances, women still face unique challenges when it comes to earning and saving over a lifetime. Learn how smart planning and investing decisions can make a difference in your financial future. Check out the article “Bridge The Wage Gap: Retirement Planning for Financial Stability” and contact me to discuss how I can help you achieve your financial goals.

Information on retirement planning for women to address the gender wage gap and enlist financial professionals to build financial stability.

10/25/2023

It’s important to recognize how financial stress can affect your mental health. Read this article to better understand how money anxiety may be affecting you.

Your biweekly paycheck doesn’t come until next week, but your credit card debt has been racking up from the few unexpected trips you had to take this

10/19/2023

If having enough money saved for your retirement is causing you stress, let’s discuss how we may be able to help.

10/18/2023

Discover the key to financial freedom and stability for women educators! Read the article "Empowering Women Educators with Smart Financial Planning" to unlock powerful strategies. For personalized guidance, contact me to take control of your financial future!

Learn how and why smart financial planning is key to empowering women educators to secure a stable financial future.

10/12/2023

Don't miss out on the benefits of open enrollment! The key to financial security is to have a plan in place. So, take control of your future and contact me for experienced guidance. Together, we'll pave the way to helping you reach financial security.