Financial Fundamentals

Despite the fact that school districts and educators are working hard to keep children engaged and learning, money management is rarely part of the curriculum. Now is a great time to add financial literacy to your kids’ lesson plans to help them build strong financial futures.

For Educators

The IRS Retirement Plan Contribution limits increase in 2025.

For Women

Men and women may not be on equal footing when it comes to investing for the future. On average, women work fewer years and earn less than men, but they also tend to live longer. Therefore, women must focus on the concerns that are unique to them when planning for retirement.

Lifestyle

At Equitable, we believe delivering excellent business performance and contributing positively to society are the way forward for responsible companies. Our dedication to a holistic approach extends to all we do— from our business operations to how we work to create financial wellness for our clients. Through thoughtful and comprehensive planning we work to ensure our corporate strategy and our approach to our clients is strongly aligned with the values we share.

Life Planning

Keep in mind, everyone will have their own unique combination of factors: you might be 40 years old and packing your oldest off to college—or changing diapers on your newborn. Maybe you are starting a new career at 50 or getting remarried at 60.

Market News

Core inflation in the US in February came in at 3.1% year-over-year, its lowest level since the start of the inflationary surge in 2021. After the past several years of eye-catching inflation data, inflation has moderated significantly, with 10 straight months now below 3.5%.

Your Plan in Action

We use apps to track our health and exercise routines, to manage our bank accounts and for a whole host of other tasks. Can they manage our finances as well? Not every investment question can be solved by an algorithm. A real live financial professional can do more than any technology platform by helping you figure out what’s important to you, navigating any personal financial challenges that arise and setting you on your path toward success.