Equitable Advisors | Waypoint Financial Partners
Waypoint Financial Partners, LLC is not a registered investment advisor and is not owned or operated by Equitable Advisors or Equitable Network.
09/09/2026
Business owners should consider a succession plan sooner rather than later.
Succeeding at Business Succession There are a number of reasons for business owners to consider a business succession plan sooner rather than later.
09/08/2026
Check out LPL Financial Research's Weekly Commentary on the market: "Signs Point to a Normalization, Not a Crisis". https://static.fmgsuite.com/media/documents/0a8e095d-26db-4c5c-8028-5f14e2b97921.pdf
09/07/2026
New legislation brings significant changes to tax brackets, deductions, and credits — some permanent, some temporary. From tips and overtime to child credits and estate exemptions, here's what you need to know about the One Big Beautiful Bill Act.
2026 Tax Law Changes The One Big Beautiful Bill is now law. Here's a clear breakdown of what changed, what's temporary, and what it means for you.
09/04/2026
Where there's a will there's a way. Don't leave your estate unattended—update your documents.
Critical Estate Documents Sound estate management includes creating financial and healthcare documents. Here's an inside look.
09/03/2026
Have a kid heading off to college? Here are a few tips.
A Cheat Sheet for Sending Your Kid to College Dropping off your child is loaded with emotions; here are a few tips for a smoother experience.
09/02/2026
Never get stuck with the check again after watching this.
How Cash Apps Work Peer-to-peer payment apps are one of the newest ways to send money.
09/01/2026
Check out LPL's monthly client letter.https://static.fmgsuite.com/media/documents/75289a3f-a886-4a42-b15f-b694ecc66ad7.pdf
09/01/2026
Check out LPL Financial Research's Weekly Commentary on the market: "The Cash Flow Case for Value". https://static.fmgsuite.com/media/documents/9546ba0f-a55e-4612-ab15-fde0117a63dc.pdf
08/31/2026
If you want to avoid any potential surprises at tax time, it may make sense to know where you stand when it comes to the AMT.
Do You Owe The AMT? If you want to avoid potential surprises at tax time, it may make sense to know where you stand when it comes to the AMT.
08/28/2026
An ILIT could play a role in your estate strategy.
A Primer on Irrevocable Life Insurance Trusts Irrevocable life insurance trusts can be important tools that may accomplish a number of estate objectives.