Katie McDonald Financial Advisor Equitable Advisors

09/16/2026

Financial stress isn’t always about money. Sometimes, it’s about the unknown.

Am I on track? Am I prepared? Is there something I should be doing differently?

Financial wellness starts with understanding where you stand. A little more clarity can go a long way toward feeling more confident about what comes next.

09/08/2026

What does financial wellness mean to you?

Maybe it’s feeling prepared for an unexpected expense. Maybe it’s knowing you’re on track for retirement—or simply feeling more confident about the financial decisions you’re making today.

Financial wellness looks different for everyone.

It’s not about having everything perfectly figured out. It’s about knowing where you stand and having a plan for where you want to go.

08/06/2026

I’m excited to share an important update regarding my practice.

I’ve joined Precision Private Wealth, a financial services team that works in alliance with Equitable Advisors. This allows me to combine the technology and resources of a leading firm with a more personalized, client-focused approach.

With over 100 years of collective industry experience, the Precision team brings deep experience and support that will help me continue delivering thoughtful, comprehensive guidance to my clients.

I’m grateful for the opportunity to be part of such a talented group and look forward to growing my practice as part of Precision Private Wealth.

Most importantly, thank you to my clients and network for your continued trust. I’m excited to serve you with even greater resources and support.

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.