Aequitas Equitas Wealth Management

12/30/2021

12/09/2021

Preparing for retirement just got a little more financial wiggle room. In November, the Internal Revenue Service (IRS) announced new contribution limits for 2022. Learn more: https://bit.ly/3rS6KEW

12/06/2021

Tip: You should Review & Update Your Estate Documents at least once a year.

10/08/2021

What financial, business, or life priorities do you need to address for the coming year? Here are a few ideas to consider: Annual Financial To-Do List https://bit.ly/3m1ORyO

09/27/2021

Are you finding yourself making more impulse purchases? CNBC has the tips and tricks to get your spending under control @ https://cnb.cx/3lAfESJ

More than 40% of consumers say they are worsening their financial situation by doing things like making impulse purchases and carrying more debt.

09/20/2021

September is Estate Planning Awareness Month. Do you have a plan?https://bit.ly/2XLps49

09/02/2021

With hurricane season in full-force, there are some steps you can take that may help you “disaster-proof” your home. Read more @

Extreme weather poses a growing threat to homeowners, with storms growing in number and intensity.

01/25/2021

If you tapped into your retirement account to weather the pandemic, you may have some tax issues to deal with come April 15. CNBC has the story @

With tax season approaching, millions of Americans who made emergency retirement plan withdrawals under the federal CARES Act now have some decisions to make.