Katie McDonald Financial Advisor Equitable Advisors

12/09/2024

The Internal Revenue Service announced cost-of-living adjustments applicable to dollar limitations for pension plans and other items for tax year 2025. Let's make sure you're set up for success in 2025. Feel free to reach out for more information and to discuss how we can optimize your planning strategies.
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08/30/2024

Are you looking for ways to navigate today’s financial landscape with confidence? This article is a great resource you can use to help strengthen your financial foundation in this challenging environment. If you’re ready to work with a professional, I can help by providing tailored guidance for your current situation. Reach out today so we can set up time to review your financial plan and explore your options.

Learn about six ways to help build financial resilience so you’re prepared for uncertain times.

08/28/2024

Click below to check out resources to help you understand and navigate today’s market and economic landscape

06/19/2024

In this video we explore the benefits and tax advantages of these types of individual retirement accounts which can help you secure your financial future. Learn key differences between Traditional and Roth IRAs to determine which suits you best, then reach out so we can schedule time to discuss more.

Explore the benefits and tax advantages of both Roth and Traditional individual retirement account to determine which suits your personal situation best. An ...

05/29/2024

In honor of 529 Day, Equitable reminds you that you can help pay for higher education by considering plans such as a 529 College Savings Plan which allows contributions to grow on a tax-deferred basis.

05/21/2024

Roth or Traditional IRA? If you're looking to be strategic with your retirement saving, you'll want to understand the differences between them and benefits of each. This guide will give you a full overview to help you compare, contrast, and make the right choice for your lifestyle now and goals for the future. Read on for a full primer on how IRAs can work for you then connect with a financial professional for individualized guidance.

Learn the differences between Traditional and Roth IRAs and how to determine the best fit.

05/18/2024

We pay tribute to the men and women in the Armed Forces who risk their lives to ensure our freedom and rights here and abroad. Thank you for your tremendous service.

05/17/2024

You've spent time and money planning for your retirement. As it gets closer, make sure you're ready to make the most of this big transition. Watch this video to learn more about the tax and budgeting considerations that will help ensure your long-term financial well-being, then check in with your financial professional for personalized guidance.

As you get closer to retirement, there are important tax and budget considerations that can help ensure your financial well-being. Watch this video to learn...

05/12/2024

Happy Mother’s Day! We hope moms enjoy a memorable day, filled with lots of pampering, relaxation and indulgence.

05/02/2024

It’s National Life Insurance Day! Life insurance can play an important role in helping to ensure your loved ones are protected when the unexpected happens

04/22/2024

With people in their 50’s and 60’s living longer than ever before, retirement is beginning to look very different. Putting together a plan to work towards achieving financial wellness is important as you approach retirement. Follow me to learn more.

03/31/2024

Happy Easter! Wishing you a wonderful holiday filled with happiness, serenity and chocolate eggs.