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03/31/2026
I have just been awarded the Equitable Advisors Hall of Fame award! This is one of the longest standing awards (60+ years) that shows the dedication an advisor has to their clients as well as their company. "Never in all the proud years of Equitable Advisors future, will these names be lost from memory" is the motto.
12/30/2025
As a new year begins, we're inspired by the progress we've made together and are excited for what's ahead, Happy New Year!
12/22/2025
Happy Holidays! We wish you and your family joy and happiness.
11/26/2025
Wishing you a day filled with gratitude this Thanksgiving!
11/11/2025
10/13/2025
Autumn, the season of transition, has arrived. It’s a good time to review your current situation to ensure you’re on track for a fulfilling future.
05/09/2025
To the mothers we have, the mothers we remember, and the mother figures, thank you. We are grateful for you this Mother’s Day.
02/20/2025
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.
https://s3.amazonaws.com/static.contentres.com/media/documents/27d3b137-b40d-4c74-8c26-0372e3f26259.pdf
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