Dayton and Sydney

"Should I quit my job without a plan?" Short answer, no. Quitting a job without a plan in place can be both irresponsible and impulsive. When deciding whether or not to quit your job, you want to make sure that you either have another job lined up, another source of income to supplement your unemployment, or enough savings to support you while you search for more work.... We know that sometimes work situations are out of our control, but if you are looking to quit your current job, making a plan is ideal. Give us a call today and let us help you! (800) 296-3066

We’re here to help you grow your business, be a strategic resource and provide you with the tools, products and platform to help deliver an outstanding client experience. Learn more today. https://eqtble.co/2VCVuKy

Tuition costs are changing, are you prepared? Click the link below to learn about ways in which you can combat the rising tide of tuition costs and prepare your child (and your wallet) for the price of a college education. Getting ahead is the first step & we are here to help!... https://bit.ly/37iltht

Let's work together to secure your future. Together, we’ll develop a plan which will allow you to face the future with courage, strength, and wisdom. We have provided financial services that have helped people look ahead for 160 years.

There are many reasons why you should be saving your money. - Save an emergency fund for situations out of your control. - Save for your future retirement. - Save for your future home + mortgage payments.... - Save for your wedding or dream vacation. - Save for whatever life throws at you. If you are saving, you are succeeding!

Are you ready to get engaged to the love of your life, but stressed about the cost of a ring and/or wedding? Sit down with one of our financial professionals and let us help you map out a plan for these future expenses. Believe us, love is worth every penny. Call us today! (800) 296-3066

Are you familiar with the 50/30/20 plan? It is a very simple strategy that is also one of the most popular. Basically, The 50/30/20 rule divides your take-home income into three categories:... 50% for needs 30% for wants 20% for savings and debt repayment Learn more financial strategies by clicking on the link below. https://bit.ly/32QxnNC

Life insurance doesn’t just provide family protection. Learn how the right policy can provide generally tax-free retirement income, as well as provide additional benefits. https://eqtble.co/2FLjV4p

If you're considering buying a home at some point in the near future, there is a large list of factors to focus on- all before you've even considered the location and property. Read our article about how to know if you are ready and learn some of the items that you may have overlooked. https://bit.ly/3hKfFiU

Each year, Equitable Foundation awards $1.8 million in college scholarships to students nationwide who have made profound, lasting impacts in their communities. To learn more, visit https://eqtble.co/2DKzlFg

Baby on the brain? There is a lot to think about when it comes to expanding your family, both in the short-term and long-term. It is true, that having a child can be a very expensive proposition, but it is also one of the greatest joys of life. Allow us to ease your worries and provide you with knowledge and experience on how to budget accordingly for every stage of your life (including this one) ... https://bit.ly/34zaI9J

Don’t let debt get you down. We understand that the thought of debt can be overwhelming, but by developing certain habits and creating a plan, you can tackle what you owe and hopefully live a stress-free life. Let us help you! Send us a DM today and let’s get started.

Our educators are on the front lines using ingenuity and determination to ensure students continue to learn, connect with peers and provide them as much support as possible, all while they battle their own mental and emotional effects of the pandemic. Through our partnership with Atlantic Re:Think, you can read some of their heroic stories in our latest article, Our Students Are Depending on Us: Teaching Through COVID-19. https://eqtble.co/3iPBtKO

Your retirement years are a huge portion of your life and they're meant to be spent on your terms, so a good bit of planning is a must! Read our article about common retirement myths to learn if you're doing everything possible to make your retirement the best it can be. https://bit.ly/3cgFNkm

Autumn is the season for transitioning. It’s a good time to review your current situation and reassess your goals, if necessary, now and for the future.

We believe that budgeting is one of the fundamental elements to financial freedom. No matter how much money you bring home, you should always have a plan set in place. Learn more by clicking the link below.... https://bit.ly/3kHLPO1

Yes, saving money is important, but don’t forget to treat yourself now and again. Enjoy spending some of your money on the things you love in moderation. Make sure you have room in your budget, but don’t forget about yourself and your own needs.... What are you treating yourself to this month?

Would you like to be more financially confident as you approach retirement? Consider these actions you can take now. https://eqtble.co/2YwSn9E

Are you one of the countless teachers in the US affected by school closings? If so, this may be the perfect time to review your finances and ensure that you are on-track to reach your goals. Read our article to learn a few ways you may be able to improve your finances during these unprecedented times.... https://bit.ly/2RJuzLN

If you've been unemployed, it's important to restore your financial health as you return to work. From rebuilding your nest egg to tackling debt, learn how to get back on track.